Capital Web | 13F-HR public-equity map
Who Appaloosa Management discloses owning.
A filing-backed view of the public-equity stakes reported by the selected 13F filer. Position size controls line weight. The surface excludes private investments, short positions, and foreign-only listings because those do not appear in 13F-HR.
Reported book
$5.9B
Positions parsed
31
Quarter
Q1 2026
Visible web
12 nodes
Rank
Holding
Value
1
AMZNAMAZON COM INC
Cloud | 15.2% of reported book
$899.7M
2
GOOGALPHABET INC
Cloud | 8.4% of reported book
$497.0M
3
UBERUBER TECHNOLOGIES INC
Public equity | 7.7% of reported book
$455.5M
4
TSMTAIWAN SEMICONDUCTOR MANUFAC
AI compute | 7.6% of reported book
$448.6M
5
BABAALIBABA GROUP HLDG LTD
Public equity | 7.3% of reported book
$434.7M
6
NVDANVIDIA CORPORATION
AI compute | 4.3% of reported book
$256.6M
7
METAMETA PLATFORMS INC
Cloud | 4.2% of reported book
$249.7M
8
PDDPDD HOLDINGS INC
Public equity | 1.5% of reported book
$92.0M
9
RTXRTX CORPORATION
Public equity | 1.1% of reported book
$66.0M
10
QCOMQUALCOMM INC
Public equity | 1.1% of reported book
$64.2M
11
AMDADVANCED MICRO DEVICES INC
AI compute | 0.8% of reported book
$45.0M
12
JDJD.COM INC
Public equity | 0.7% of reported book
$38.6M
Rank
Holding
Value
1
AMZNAMAZON COM INC
Cloud | 15.2% of reported book
$899.7M
2
GOOGALPHABET INC
Cloud | 8.4% of reported book
$497.0M
3
UBERUBER TECHNOLOGIES INC
Public equity | 7.7% of reported book
$455.5M
4
TSMTAIWAN SEMICONDUCTOR MANUFAC
AI compute | 7.6% of reported book
$448.6M
5
BABAALIBABA GROUP HLDG LTD
Public equity | 7.3% of reported book
$434.7M
6
NVDANVIDIA CORPORATION
AI compute | 4.3% of reported book
$256.6M
7
METAMETA PLATFORMS INC
Cloud | 4.2% of reported book
$249.7M
8
PDDPDD HOLDINGS INC
Public equity | 1.5% of reported book
$92.0M
9
RTXRTX CORPORATION
Public equity | 1.1% of reported book
$66.0M
10
QCOMQUALCOMM INC
Public equity | 1.1% of reported book
$64.2M
11
AMDADVANCED MICRO DEVICES INC
AI compute | 0.8% of reported book
$45.0M
12
JDJD.COM INC
Public equity | 0.7% of reported book
$38.6M
Method note
Capital Web reads the same public 13F-HR filings used by Whale Watch. It publishes holdings disclosed in the filing and leaves non-reporting entities empty.