Capital Web | 13F-HR public-equity map
What Appaloosa Management discloses owning.
Filing-backed US long positions from the selected 13F filer. Position size controls line weight, quarter changes show movement, and every number traces to the filing date shown here.
Reported book
$5.9B
Positions parsed
31
Quarter
Q1 2026
Reported book
$5.9B
US equities per latest 13F filing, not total firm assets
Positions parsed
31
Quarter
Q1 2026
Visible web
12 shown
Rank
Holding
Value
QoQ
1
AMZNAMAZON COM INCScore 68
15.2% of reported book
$899.7M+$396.7M (+78.9%)
$899.7M
+$396.7M (+78.9%)
2
MUMICRON TECHNOLOGY INCScore 88
9.5% of reported book
$562.5M+$63.0M (+12.6%)
$562.5M
+$63.0M (+12.6%)
3
GOOGALPHABET INCScore 65
8.4% of reported book
$497.0M$0 (-11.4%)
$497.0M
$0 (-11.4%)
4
UBERUBER TECHNOLOGIES INCScore 62
7.7% of reported book
$455.5M+$304.3M (+201.3%)
$455.5M
+$304.3M (+201.3%)
5
TSMTAIWAN SEMICONDUCTOR MANUFACScore 70
7.6% of reported book
$448.6M+$105.2M (+30.6%)
$448.6M
+$105.2M (+30.6%)
6
BABAALIBABA GROUP HLDG LTDScore 41
7.3% of reported book
$434.7M$0 (-42.3%)
$434.7M
$0 (-42.3%)
7
VISTRA CORPTicker unmapped - score unavailable
5.1% of reported book
$304.0M+$151.6M (+99.4%)
$304.0M
+$151.6M (+99.4%)
8
ISHARES INCTicker unmapped - score unavailable
5.0% of reported book
$295.2M+$112.9M (+62.0%)
$295.2M
+$112.9M (+62.0%)
9
NVDANVIDIA CORPORATIONScore 73
4.3% of reported book
$256.6M$0 (-19.1%)
$256.6M
$0 (-19.1%)
10
NRG ENERGY INCTicker unmapped - score unavailable
4.3% of reported book
$253.5M$0 (-2.9%)
$253.5M
$0 (-2.9%)
11
METAMETA PLATFORMS INCScore 72
4.2% of reported book
$249.7M$0 (-36.9%)
$249.7M
$0 (-36.9%)
12
SNDKSANDISK CORPScore 78
3.0% of reported book
$178.7M+$178.7M
$178.7M
+$178.7M
Rank
Holding
Value
QoQ
1
AMZNAMAZON COM INCScore 68
15.2% of reported book
$899.7M+$396.7M (+78.9%)
$899.7M
+$396.7M (+78.9%)
2
MUMICRON TECHNOLOGY INCScore 88
9.5% of reported book
$562.5M+$63.0M (+12.6%)
$562.5M
+$63.0M (+12.6%)
3
GOOGALPHABET INCScore 65
8.4% of reported book
$497.0M$0 (-11.4%)
$497.0M
$0 (-11.4%)
4
UBERUBER TECHNOLOGIES INCScore 62
7.7% of reported book
$455.5M+$304.3M (+201.3%)
$455.5M
+$304.3M (+201.3%)
5
TSMTAIWAN SEMICONDUCTOR MANUFACScore 70
7.6% of reported book
$448.6M+$105.2M (+30.6%)
$448.6M
+$105.2M (+30.6%)
6
BABAALIBABA GROUP HLDG LTDScore 41
7.3% of reported book
$434.7M$0 (-42.3%)
$434.7M
$0 (-42.3%)
7
VISTRA CORPTicker unmapped - score unavailable
5.1% of reported book
$304.0M+$151.6M (+99.4%)
$304.0M
+$151.6M (+99.4%)
8
ISHARES INCTicker unmapped - score unavailable
5.0% of reported book
$295.2M+$112.9M (+62.0%)
$295.2M
+$112.9M (+62.0%)
9
NVDANVIDIA CORPORATIONScore 73
4.3% of reported book
$256.6M$0 (-19.1%)
$256.6M
$0 (-19.1%)
10
NRG ENERGY INCTicker unmapped - score unavailable
4.3% of reported book
$253.5M$0 (-2.9%)
$253.5M
$0 (-2.9%)
11
METAMETA PLATFORMS INCScore 72
4.2% of reported book
$249.7M$0 (-36.9%)
$249.7M
$0 (-36.9%)
12
SNDKSANDISK CORPScore 78
3.0% of reported book
$178.7M+$178.7M
$178.7M
+$178.7M
Method note
Capital Web reads the same public 13F-HR filings used by Whale Watch. It publishes holdings disclosed in the filing and labels the report date on the surface. 13F covers reported US long positions only.