whale portfoliosLOADING
SEC filer: Appaloosa LP · quarter ending 2026-06-30 · filed 2026-08-14 · $7.73B across 27 reported positions
| MU | TRIMMED | 1,665,000 → 975,000 sh | $562.9M |
| ALIBABA GROUP HLDG LTD | TRIMMED | 3,465,000 → 2,000,000 sh | $242.8M |
| SNDK | EXITED | 281,250 → 0 sh | $178.7M |
| BA | NEW POSITION | 0 → 800,000 sh | $173.2M |
| CORNING INC | EXITED | 1,129,500 → 0 sh | $153.6M |
| AAL | NEW POSITION | 0 → 7,500,000 sh | $135.5M |
| META | ADDED | 436,500 → 675,000 sh | $130.5M |
| CRWV | NEW POSITION | 0 → 1,078,248 sh | $107.3M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 15.4% | $1.19B | 5,000,000 | SHARES |
| 2 | MUMICRON TECHNOLOGY INC | 14.6% | $1.13B | 975,000 | SHARES |
| 3 | TAIWAN SEMICONDUCTOR MANUFACno ticker match — as filed | 10.2% | $788.0M | 1,650,000 | SHARES |
| 4 | GOOGLALPHABET INC | 8.5% | $653.7M | 1,850,000 | SHARES |
| 5 | UBERUBER TECHNOLOGIES INC | 7.2% | $555.2M | 7,694,071 | SHARES |
| 6 | ISHARES INCno ticker match — as filed | 6.3% | $489.6M | 2,425,000 | SHARES |
| 7 | METAMETA PLATFORMS INC |
| $380.2M |
| 675,000 |
| SHARES |
| 8 | VSTVISTRA CORP | 4.5% | $351.4M | 2,215,272 | SHARES |
| 9 | NVIDIA CORPORATIONno ticker match — as filed | 3.9% | $305.1M | 1,525,000 | SHARES |
| 10 | NRGNRG ENERGY INC | 3.3% | $257.1M | 1,760,000 | SHARES |
| 11 | AAPLAPPLE INC | 3.1% | $241.6M | 835,000 | PUT |
| 12 | ALIBABA GROUP HLDG LTDno ticker match — as filed | 2.5% | $192.0M | 2,000,000 | SHARES |
| 13 | BABOEING CO | 2.2% | $173.2M | 800,000 | SHARES |
| 14 | LRCXLAM RESEARCH CORP | 2.1% | $165.7M | 382,500 | SHARES |
| 15 | BIDUBAIDU INC | 1.9% | $148.0M | 1,295,000 | SHARES |
| 16 | AALAMERICAN AIRLINES GROUP INC | 1.8% | $135.5M | 7,500,000 | SHARES |
| 17 | AMDADVANCED MICRO DEVICES INC | 1.5% | $114.7M | 197,500 | SHARES |
| 18 | CRWVCOREWEAVE INC | 1.4% | $107.3M | 1,078,248 | SHARES |
| 19 | ASML HLDG NVno ticker match — as filed | 1.3% | $99.5M | 50,000 | SHARES |
| 20 | AVGOBROADCOM INC | 0.7% | $56.7M | 150,000 | SHARES |
| 21 | QUALCOMM INCno ticker match — as filed | 0.6% | $46.2M | 250,000 | SHARES |
| 22 | SPACE EXPLORATION TECHN CORPno ticker match — as filed | 0.5% | $38.4M | 225,000 | SHARES |
| 23 | ENERGY TRANSFER L Pno ticker match — as filed | 0.4% | $30.1M | 1,576,125 | SHARES |
| 24 | MPLXMPLX LP | 0.4% | $28.3M | 502,460 | SHARES |
| 25 | WHIRLPOOL CORPno ticker match — as filed | 0.4% | $28.2M | 715,000 | 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.