Institutional filer · CIK 0001656456

Appaloosa Management reported holdings.

Reported 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

Filing lines parsed

Holdings published

Current reported holdings

Top 25 positions by filed value

As of 2026-06-30; filed 2026-08-14. Reported changes appear only when both exact quarter filing receipts are present.

Form 13F does not disclose ordinary short sales. PUT and CALL labels identify reported option positions; they do not prove the filer's net directional exposure or provide a live buy-or-short signal.
1
AMZNAMAZON COM INC

CUSIP 023135106

Reported long

Filed value

Weight / quantity

Reported change

+680,000 sharesFiled value +$292.0M · +32.5%Prior receipt ↗
2
MUMICRON TECHNOLOGY INC

CUSIP 595112103

Reported long

Filed value

Weight / quantity

Reported change

-690,000 sharesFiled value +$562.9M · +100.1%Prior receipt ↗
4
GOOGALPHABET INC

CUSIP 02079K107

Reported long

Filed value

Weight / quantity

Reported change

+117,300 sharesFiled value +$156.6M · +31.5%Prior receipt ↗
5
UBERUBER TECHNOLOGIES INC

CUSIP 90353T100

Reported long

Filed value

Weight / quantity

Reported change

+1,361,351 sharesFiled value +$99.7M · +21.9%Prior receipt ↗
6
ISHARES INC

CUSIP 464286772

Reported long

Filed value

Weight / quantity

Reported change

+25,000 sharesFiled value +$194.4M · +65.8%Prior receipt ↗
7
METAMETA PLATFORMS INC

CUSIP 30303M102

Reported long

Filed value

Weight / quantity

Reported change

+238,500 sharesFiled value +$130.5M · +52.2%Prior receipt ↗
8
VISTRA CORP

CUSIP 92840M102

Reported long

Filed value

Weight / quantity

Reported change

+192,940 sharesFiled value +$47.4M · +15.6%Prior receipt ↗
9
NVDANVIDIA CORPORATION

CUSIP 67066G104

Reported long

Filed value

Weight / quantity

Reported change

+53,500 sharesFiled value +$48.5M · +18.9%Prior receipt ↗
10
NRG ENERGY INC

CUSIP 629377508

Reported long

Filed value

Weight / quantity

Reported change

+25,558 sharesFiled value +$3.6M · +1.4%Prior receipt ↗
11
AAPLAPPLE INC

CUSIP 037833100

PUT option

Filed value

Weight / quantity

Reported change

+835,000 sharesFiled value +$241.6MPrior receipt ↗
12
BABAALIBABA GROUP HLDG LTD

CUSIP 01609W102

Reported long

Filed value

Weight / quantity

Reported change

-1,465,000 sharesFiled value -$242.8M · -55.8%Prior receipt ↗
13
BABOEING CO

CUSIP 097023105

Reported long

Filed value

Weight / quantity

Reported change

+800,000 sharesFiled value +$173.2MPrior receipt ↗
14
LAM RESEARCH CORP

CUSIP 512807306

Reported long

Filed value

Weight / quantity

Reported change

0 sharesFiled value +$84.0M · +102.8%Prior receipt ↗
15
BAIDU INC

CUSIP 056752108

Reported long

Filed value

Weight / quantity

Reported change

+602,900 sharesFiled value +$70.9M · +91.9%Prior receipt ↗
18
CRWVCOREWEAVE INC

CUSIP 21873S108

Reported long

Filed value

Weight / quantity

Reported change

+1,078,248 sharesFiled value +$107.3MPrior receipt ↗
19
ASMLASML HLDG NV

CUSIP N07059210

Reported long

Filed value

Weight / quantity

Reported change

+500 sharesFiled value +$34.1M · +52.1%Prior receipt ↗
20
AVGOBROADCOM INC

CUSIP 11135F101

Reported long

Filed value

Weight / quantity

Reported change

+150,000 sharesFiled value +$56.7MPrior receipt ↗
21
QCOMQUALCOMM INC

CUSIP 747525103

Reported long

Filed value

Weight / quantity

Reported change

-248,613 sharesFiled value -$18.0M · -28.1%Prior receipt ↗
23
ENERGY TRANSFER L P

CUSIP 29273V100

Reported long

Filed value

Weight / quantity

Reported change

0 sharesFiled value -$283,703 · -0.9%Prior receipt ↗
24
MPLX LP

CUSIP 55336V100

Reported long

Filed value

Weight / quantity

Reported change

0 sharesFiled value -$371,820 · -1.3%Prior receipt ↗
25
WHIRLPOOL CORP

CUSIP 963320106

Reported long

Filed value

Weight / quantity

Reported change

-1,235,000 sharesFiled value -$77.0M · -73.2%Prior receipt ↗

No longer reported

These positions appear in the prior filing and not in the current filing. That does not prove when or how the position changed.

Form 13F generally covers reportable US securities and some option positions. It can omit cash, private assets, many derivatives, ordinary short sales, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.

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Rating changes, public disclosure activity, methodology notes, and product updates. One email per week. No advertising list resale.