Macro / hedge
Appaloosa
Appaloosa’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$7.47B
reported long US equity
Positions
25
US-listed holdings
New this quarter
6
12 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $1.19B | 16.0% | 5.0M | Added |
| 2 | MUMICRON TECHNOLOGY INC | $1.13B | 15.1% | 975.0K | Reduced |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | $788.0M | 10.5% | 1.6M | Added |
| 4 | GOOGALPHABET INC | $653.7M | 8.7% | 1.9M | Added |
| 5 | UBERUBER TECHNOLOGIES INC | $555.2M | 7.4% | 7.7M | Added |
| 6 | ISHARES INC | $489.6M | 6.6% | 2.4M | Added |
| 7 | METAMETA PLATFORMS INC | $380.2M | 5.1% | 675.0K | Added |
| 8 | VSTVISTRA CORP | $351.4M | 4.7% | 2.2M | Added |
| 9 | NVDANVIDIA CORPORATION | $305.1M | 4.1% | 1.5M | Added |
| 10 | NRGNRG ENERGY INC | $257.1M | 3.4% | 1.8M | Added |
| 11 | BABAALIBABA GROUP HLDG LTD | $192.0M | 2.6% | 2.0M | Reduced |
| 12 | BABOEING CO | $173.2M | 2.3% | 800.0K | New |
| 13 | LRCXLAM RESEARCH CORP | $165.7M | 2.2% | 382.5K | — |
| 14 | BIDUBAIDU INC | $148.0M | 2.0% | 1.3M | Added |
| 15 | AALAMERICAN AIRLINES GROUP INC | $135.5M | 1.8% | 7.5M | New |
| 16 | AMDADVANCED MICRO DEVICES INC | $114.7M | 1.5% | 197.5K | Reduced |
| 17 | CRWVCOREWEAVE INC | $107.3M | 1.4% | 1.1M | New |
| 18 | ASML HLDG NV | $99.5M | 1.3% | 50.0K | Added |
| 19 | AVGOBROADCOM INC | $56.7M | 0.8% | 150.0K | New |
| 20 | QCOMQUALCOMM INC | $46.2M | 0.6% | 250.0K | Reduced |
| 21 | SPACE EXPLORATION TECHN CORP | $38.4M | 0.5% | 225.0K | New |
| 22 | ETENERGY TRANSFER L P | $30.1M | 0.4% | 1.6M | — |
| 23 | MPLXMPLX LP | $28.3M | 0.4% | 502.5K | — |
| 24 | WHRWHIRLPOOL CORP | $28.2M | 0.4% | 715.0K | Reduced |
| 25 | GTGOODYEAR TIRE & RUBR CO | $10.0M | 0.1% | 1.5M | New |
Sold out (Q2 2026)
SNDK, GLW, PDD, LHX, RTX, BALL, JD, LYFT, MSFT, KRANESHARES TRUST, UNH, DEUTSCHE BK AG
Do they hold anything you hold?
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From Appaloosa’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.