SEC FORM 13F LEDGER
Appaloosa LP reported 13F holdings, quarter ended September 30, 2025
Appaloosa LP reported 45 13(f) positions held on September 30, 2025, as filed with the SEC on November 13, 2025 under accession 0001656456-25-000007.
The filing on record
Legal name as filedAppaloosa LP
CIK0001656456
Quarter end, positions held onSeptember 30, 2025 (2025-09-30)
Filing date, reported to the SEC onNovember 13, 2025 (2025-11-13)
Accession0001656456-25-000007
Form type13F-HR, 13F HOLDINGS REPORT
Snapshot revision1 of 1
Positions reported45
Total reported value (USD)$7,383,589,018
Completenessconfidential omission not stated. This filing does not state whether any positions were omitted under a confidential treatment request, so completeness is unknown.
Comparison basisThe immediately preceding quarter is not on record, so no comparison is published.
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 |
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 6,450,000 shares | $1,152,808,500 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| AMAZON COM INC | COM | 023135106 | 2,500,000 shares | $548,925,000 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| WHIRLPOOL CORP | COM | 963320106 | 5,500,000 shares | $432,300,000 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| NVIDIA CORPORATION | COM | 67066G104 | 1,900,000 shares | $354,502,000 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,387,500 shares | $337,925,625 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 7,400,000 shares | $310,874,000 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| NRG ENERGY INC | COM NEW | 629377508 | 1,870,000 shares | $302,846,500 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 1,060,000 shares | $296,047,400 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| META PLATFORMS INC | CL A | 30303M102 | 370,000 shares | $271,720,600 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| VISTRA CORP | COM | 92840M102 | 1,245,000 shares | $243,920,400 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| MICROSOFT CORP | COM | 594918104 | 462,500 shares | $239,551,875 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 1,800,000 shares | $237,906,000 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 2,406,983 shares | $235,812,125 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| JD.COM INC | SPON ADS CL A | 47215P106 | 6,225,000 shares | $217,750,500 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| QUALCOMM INC | COM | 747525103 | 1,245,000 shares | $207,118,200 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 950,000 shares | $153,700,500 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| BAIDU INC | SPON ADR REP A | 056752108 | 1,045,000 shares | $137,699,650 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| DEUTSCHE BANK A G | NAMEN AKT | D18190898 | 3,790,000 shares | $134,203,900 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| CORNING INC | COM | 219350105 | 1,625,000 shares | $133,298,750 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| LYFT INC | CL A COM | 55087P104 | 5,600,000 shares | $123,256,000 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| FISERV INC | COM | 337738108 | 925,000 shares | $119,260,250 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 9,250,000 shares | $103,970,000 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 300,000 shares | $91,623,000 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| RTX CORPORATION | COM | 75513E101 | 509,500 shares | $85,254,635 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 4,957,235 shares | $85,066,153 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| MICRON TECHNOLOGY INC | COM | 595112103 | 500,000 shares | $83,660,000 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 203,500 shares | $70,268,550 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| TRUIST FINL CORP | COM | 89832Q109 | 1,387,500 shares | $63,436,500 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 64,000 shares | $61,957,760 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 2,100,000 shares | $56,752,500 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| IQVIA HLDGS INC | COM | 46266C105 | 285,000 shares | $54,132,900 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| LAM RESEARCH CORP | COM NEW | 512807306 | 370,000 shares | $49,543,000 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 1,110,000 shares | $45,665,400 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| UNITED AIRLS HLDGS INC | COM | 910047109 | 462,500 shares | $44,631,250 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 5,140,000 shares | $38,447,200 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| KEYCORP | COM | 493267108 | 2,020,000 shares | $37,753,800 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| CITIZENS FINL GROUP INC | COM | 174610105 | 600,000 shares | $31,896,000 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| COMERICA INC | COM | 200340107 | 462,500 shares | $31,690,500 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| BLOCK INC | CL A | 852234103 | 370,000 shares | $26,739,900 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| MPLX LP | COM UNIT REP LTD | 55336V100 | 535,000 shares | $26,723,250 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 462,500 shares | $26,246,875 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| OWENS CORNING NEW | COM | 690742101 | 161,500 shares | $22,845,790 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| MOHAWK INDS INC | COM | 608190104 | 161,500 shares | $20,820,580 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| WESTERN ALLIANCE BANCORP | COM | 957638109 | 195,000 shares | $16,910,400 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
| ZIONS BANCORPORATION N A | COM | 989701107 | 285,000 shares | $16,125,300 | not comparableThe immediately preceding quarter is not on record, so no comparison is published. |
Revision history
| Revision | Basis | Form type | Filing date | Accession | Positions reported |
|---|---|---|---|---|---|
| 1 current | original | 13F-HR | 2025-11-13 | 0001656456-25-000007 | 45 |
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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