SEC FORM 13F LEDGER
Appaloosa LP reported 13F holdings, quarter ended June 30, 2026
Appaloosa LP reported 27 13(f) positions held on June 30, 2026, as filed with the SEC on August 14, 2026 under accession 0001656456-26-000003.
The filing on record
Reported positions
Where the two quarters cannot be compared honestly, the row says so and names the rule that withheld it. An absent security is not evidence of a sale: it may have left 13(f) scope, been granted confidential treatment, moved to a different reporting manager, or changed CUSIP in a corporate action.
| Issuer as reported | Title of class | CUSIP | Amount reported | Reported value (USD) | Reported change since the prior quarter on record |
|---|---|---|---|---|---|
| AMAZON COM INC | COM | 023135106 | 5,000,000 shares | $1,191,700,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| MICRON TECHNOLOGY INC | COM | 595112103 | 975,000 shares | $1,125,432,750 | not comparablecomparability unresolved, rule-2-confidential-omission |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 1,650,000 shares | $787,990,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,850,000 shares | $653,660,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 7,694,071 shares | $555,204,163 | not comparablecomparability unresolved, rule-2-confidential-omission |
| ISHARES INC | MSCI STH KOR ETF | 464286772 | 2,425,000 shares | $489,607,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| META PLATFORMS INC | CL A | 30303M102 | 675,000 shares | $380,220,750 | not comparablecomparability unresolved, rule-2-confidential-omission |
| VISTRA CORP | COM | 92840M102 | 2,215,272 shares | $351,408,597 | not comparablecomparability unresolved, rule-2-confidential-omission |
| NVIDIA CORPORATION | COM | 67066G104 | 1,525,000 shares | $305,137,250 | not comparablecomparability unresolved, rule-2-confidential-omission |
| NRG ENERGY INC | COM NEW | 629377508 | 1,760,000 shares | $257,065,600 | not comparablecomparability unresolved, rule-2-confidential-omission |
| APPLE INC put option | COM | 037833100 | 835,000 shares | $241,615,600 | not comparablecomparability unresolved, rule-2-confidential-omission |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,000,000 shares | $191,960,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| BOEING CO | COM | 097023105 | 800,000 shares | $173,176,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| LAM RESEARCH CORP | COM NEW | 512807306 | 382,500 shares | $165,748,725 | not comparablecomparability unresolved, rule-2-confidential-omission |
| BAIDU INC | SPON ADR REP A | 056752108 | 1,295,000 shares | $148,005,550 | not comparablecomparability unresolved, rule-2-confidential-omission |
| AMERICAN AIRLINES GROUP INC | COM | 02376R102 | 7,500,000 shares | $135,525,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 197,500 shares | $114,729,725 | not comparablecomparability unresolved, rule-2-confidential-omission |
| COREWEAVE INC | COM CL A | 21873S108 | 1,078,248 shares | $107,328,806 | not comparablecomparability unresolved, rule-2-confidential-omission |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 50,000 shares | $99,472,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| BROADCOM INC | COM | 11135F101 | 150,000 shares | $56,662,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| QUALCOMM INC | COM | 747525103 | 250,000 shares | $46,197,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 225,000 shares | $38,443,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 1,576,125 shares | $30,135,510 | not comparablecomparability unresolved, rule-2-confidential-omission |
| MPLX LP | COM UNIT REP LTD | 55336V100 | 502,460 shares | $28,303,572 | not comparablecomparability unresolved, rule-2-confidential-omission |
| WHIRLPOOL CORP | COM | 963320106 | 715,000 shares | $28,185,300 | not comparablecomparability unresolved, rule-2-confidential-omission |
| BERKSHIRE HATHAWAY INC DEL put option | CL B NEW | 084670702 | 25,000 shares | $12,509,750 | not comparablecomparability unresolved, rule-2-confidential-omission |
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 1,508,591 shares | $9,956,701 | not comparablecomparability unresolved, rule-2-confidential-omission |
Revision history
| Revision | Basis | Form type | Filing date | Accession | Positions reported |
|---|---|---|---|---|---|
| 1 current | original | 13F-HR | 2026-08-14 | 0001656456-26-000003 | 27 |
Quarters on record
Form 13F reports long positions in 13(f) securities held on the last day of the quarter. It excludes short positions, cash, and assets outside 13(f) scope. An absent security is not evidence of a sale.
Ledger last ingested 2026-09-15T16:14:17+00:00 (32 filings ingested, 8 quarantined). Form 13F is filed within 45 days of quarter end, so every figure here is at least that old, and amendments can change a closed quarter months later.
How to read this
A Form 13F is filed within 45 days of the quarter end it describes, so every figure on these pages was already at least that old the day it published. The quarter end and the filing date are labelled separately on every row and neither of them is today.
Form 13F is two quarter-end snapshots. It states no transaction, no transaction date and no transaction price, so a difference between two quarters is a difference between two reports and nothing more.
The filer is the entity named on the cover page. Where a filing lists other managers, that is an attribution of reporting responsibility, not an attribution of a decision to any individual.
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