1
AMZNAMAZON COM INC
CUSIP 023135106
Filed value
$899.7MWeight / shares
15.16% · 4,320,000 shQuarter change
+$396.7M · +78.9%Prior receipt ↗
Institutional filer · CIK 0001656456
Appaloosa Management reported holdings.
Reported US long positions from the latest cached Form 13F-HR. Figures are framed as of the quarter end and dated to the filing; they are not live firm AUM or a complete portfolio.
Reported book
$5.9BFiling lines parsed
31Holdings published
25Current reported holdings
Top 25 positions by filed value
As of 2026-03-31; filed 2026-05-15. QoQ values appear only when both exact quarter filing receipts are present in the cached read model.
RankHoldingFiled valueWeight / sharesQuarter change
2
MUMICRON TECHNOLOGY INC
CUSIP 595112103
Filed value
$562.5MWeight / shares
9.48% · 1,665,000 shQuarter change
+$63.0M · +12.6%Prior receipt ↗
3
GOOGALPHABET INC
CUSIP 02079K107
Filed value
$497.0MWeight / shares
8.38% · 1,732,700 shQuarter change
-$63.7M · -11.4%Prior receipt ↗
4
UBERUBER TECHNOLOGIES INC
CUSIP 90353T100
Filed value
$455.5MWeight / shares
7.68% · 6,332,720 shQuarter change
+$304.3M · +201.3%Prior receipt ↗
5
TSMTAIWAN SEMICONDUCTOR MANUFAC
CUSIP 874039100
Filed value
$448.6MWeight / shares
7.56% · 1,327,500 shQuarter change
+$105.2M · +30.6%Prior receipt ↗
6
BABAALIBABA GROUP HLDG LTD
CUSIP 01609W102
Filed value
$434.7MWeight / shares
7.33% · 3,465,000 shQuarter change
-$318.4M · -42.3%Prior receipt ↗
7
VISTRA CORP
CUSIP 92840M102
Filed value
$304.0MWeight / shares
5.12% · 2,022,332 shQuarter change
+$151.6M · +99.4%Prior receipt ↗
8
ISHARES INC
CUSIP 464286772
Filed value
$295.2MWeight / shares
4.98% · 2,400,000 shQuarter change
+$112.9M · +62.0%Prior receipt ↗
9
NVDANVIDIA CORPORATION
CUSIP 67066G104
Filed value
$256.6MWeight / shares
4.33% · 1,471,500 shQuarter change
-$60.4M · -19.1%Prior receipt ↗
10
NRG ENERGY INC
CUSIP 629377508
Filed value
$253.5MWeight / shares
4.27% · 1,734,442 shQuarter change
-$7.7M · -2.9%Prior receipt ↗
11
METAMETA PLATFORMS INC
CUSIP 30303M102
Filed value
$249.7MWeight / shares
4.21% · 436,500 shQuarter change
-$146.3M · -36.9%Prior receipt ↗
12
SNDKSANDISK CORP
CUSIP 80004C200
Filed value
$178.7MWeight / shares
3.01% · 281,250 shQuarter change
+$178.7MPrior receipt ↗
13
CORNING INC
CUSIP 219350105
Filed value
$153.6MWeight / shares
2.59% · 1,129,500 shQuarter change
+$16.1M · +11.7%Prior receipt ↗
14
WHIRLPOOL CORP
CUSIP 963320106
Filed value
$105.1MWeight / shares
1.77% · 1,950,000 shQuarter change
-$176.9M · -62.7%Prior receipt ↗
15
PDDPDD HOLDINGS INC
CUSIP 722304102
Filed value
$92.0MWeight / shares
1.55% · 900,000 shQuarter change
-$109.3M · -54.3%Prior receipt ↗
16
LAM RESEARCH CORP
CUSIP 512807306
Filed value
$81.7MWeight / shares
1.38% · 382,500 shQuarter change
+$9.0M · +12.3%Prior receipt ↗
17
BAIDU INC
CUSIP 056752108
Filed value
$77.1MWeight / shares
1.30% · 692,100 shQuarter change
+$2.0M · +2.6%Prior receipt ↗
18
L3HARRIS TECHNOLOGIES INC
CUSIP 502431109
Filed value
$68.3MWeight / shares
1.15% · 198,000 shQuarter change
-$18.3M · -21.1%Prior receipt ↗
19
RTXRTX CORPORATION
CUSIP 75513E101
Filed value
$66.0MWeight / shares
1.11% · 342,000 shQuarter change
-$25.7M · -28.1%Prior receipt ↗
20
ASMLASML HLDG NV
CUSIP N07059210
Filed value
$65.4MWeight / shares
1.10% · 49,500 shQuarter change
-$1.5M · -2.2%Prior receipt ↗
21
QCOMQUALCOMM INC
CUSIP 747525103
Filed value
$64.2MWeight / shares
1.08% · 498,613 shQuarter change
-$131.6M · -67.2%Prior receipt ↗
22
BALL CORP
CUSIP 058498106
Filed value
$49.5MWeight / shares
0.83% · 837,000 shQuarter change
-$14.1M · -22.2%Prior receipt ↗
23
AMDADVANCED MICRO DEVICES INC
CUSIP 007903107
Filed value
$45.0MWeight / shares
0.76% · 221,400 shQuarter change
-$24.6M · -35.3%Prior receipt ↗
24
JDJD.COM INC
CUSIP 47215P106
Filed value
$38.6MWeight / shares
0.65% · 1,305,000 shQuarter change
-$80.7M · -67.7%Prior receipt ↗
25
LYFT INC
CUSIP 55087P104
Filed value
$35.9MWeight / shares
0.61% · 2,700,000 shQuarter change
-$37.7M · -51.2%Prior receipt ↗
Form 13F generally covers reported US long positions. It can omit cash, private assets, many derivatives, shorts, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.