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SEC filer: Appaloosa LP · quarter ending 2026-03-31 · filed 2026-05-15 · $5.93B across 31 reported positions
| TAIWAN SEMICONDUCTOR MANUFAC | NEW POSITION | 0 → 1,327,500 sh | $448.6M |
| AMZN | ADDED | 2,179,391 → 4,320,000 sh | $396.7M |
| TAIWAN SEMICONDUCTOR MFG LTD | EXITED | 1,130,000 → 0 sh | $343.4M |
| ALIBABA GROUP HLDG LTD | TRIMMED | 5,137,931 → 3,465,000 sh | $318.4M |
| UBER | ADDED | 1,850,000 → 6,332,720 sh | $304.3M |
| AMERICAN AIRLS GROUP INC | EXITED | 14,150,000 → 0 sh | $216.9M |
| MSFT | TRIMMED | 500,000 → 90,000 sh | $208.5M |
| SNDK | NEW POSITION | 0 → 281,250 sh | $178.7M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 15.2% | $899.7M | 4,320,000 | SHARES |
| 2 | MUMICRON TECHNOLOGY INC | 9.5% | $562.5M | 1,665,000 | SHARES |
| 3 | GOOGLALPHABET INC | 8.4% | $497.0M | 1,732,700 | SHARES |
| 4 | UBERUBER TECHNOLOGIES INC | 7.7% | $455.5M | 6,332,720 | SHARES |
| 5 | TAIWAN SEMICONDUCTOR MANUFACno ticker match — as filed | 7.6% | $448.6M | 1,327,500 | SHARES |
| 6 | ALIBABA GROUP HLDG LTDno ticker match — as filed | 7.3% | $434.7M | 3,465,000 | SHARES |
| 7 | VST |
| 5.1% |
| $304.0M |
| 2,022,332 |
| SHARES |
| 8 | ISHARES INCno ticker match — as filed | 5.0% | $295.2M | 2,400,000 | SHARES |
| 9 | NVIDIA CORPORATIONno ticker match — as filed | 4.3% | $256.6M | 1,471,500 | SHARES |
| 10 | NRGNRG ENERGY INC | 4.3% | $253.5M | 1,734,442 | SHARES |
| 11 | METAMETA PLATFORMS INC | 4.2% | $249.7M | 436,500 | SHARES |
| 12 | SNDKSANDISK CORP | 3.0% | $178.7M | 281,250 | SHARES |
| 13 | CORNING INCno ticker match — as filed | 2.6% | $153.6M | 1,129,500 | SHARES |
| 14 | WHIRLPOOL CORPno ticker match — as filed | 1.8% | $105.1M | 1,950,000 | SHARES |
| 15 | PDDPDD HOLDINGS INC | 1.5% | $92.0M | 900,000 | SHARES |
| 16 | LRCXLAM RESEARCH CORP | 1.4% | $81.7M | 382,500 | SHARES |
| 17 | BIDUBAIDU INC | 1.3% | $77.1M | 692,100 | SHARES |
| 18 | L3HARRIS TECHNOLOGIES INCno ticker match — as filed | 1.2% | $68.3M | 198,000 | SHARES |
| 19 | RTX CORPORATIONno ticker match — as filed | 1.1% | $66.0M | 342,000 | SHARES |
| 20 | ASML HLDG NVno ticker match — as filed | 1.1% | $65.4M | 49,500 | SHARES |
| 21 | QUALCOMM INCno ticker match — as filed | 1.1% | $64.2M | 498,613 | SHARES |
| 22 | BALLBALL CORP | 0.8% | $49.5M | 837,000 | SHARES |
| 23 | AMDADVANCED MICRO DEVICES INC | 0.8% | $45.0M | 221,400 | SHARES |
| 24 | JDJD.COM INC | 0.7% | $38.6M | 1,305,000 | SHARES |
| 25 | LYFTLYFT INC | 0.6% | $35.9M | 2,700,000 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.