SEC FORM 13F LEDGER
Appaloosa LP reported 13F holdings, quarter ended December 31, 2025
Appaloosa LP reported 39 13(f) positions held on December 31, 2025, as filed with the SEC on February 17, 2026 under accession 0001656456-26-000001.
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 |
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,137,931 shares | $753,117,926 | not comparablecomparability unresolved, rule-2-confidential-omission |
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,786,931 shares | $560,738,948 | not comparablecomparability unresolved, rule-2-confidential-omission |
| AMAZON COM INC | COM | 023135106 | 2,179,391 shares | $503,047,031 | not comparablecomparability unresolved, rule-2-confidential-omission |
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,500,000 shares | $428,115,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| META PLATFORMS INC | CL A | 30303M102 | 600,000 shares | $396,054,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 1,130,000 shares | $343,395,700 | not comparablecomparability unresolved, rule-2-confidential-omission |
| NVIDIA CORPORATION | COM | 67066G104 | 1,700,000 shares | $317,050,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| WHIRLPOOL CORP | COM | 963320106 | 3,910,000 shares | $282,067,400 | not comparablecomparability unresolved, rule-2-confidential-omission |
| NRG ENERGY INC | COM NEW | 629377508 | 1,640,000 shares | $261,153,600 | not comparablecomparability unresolved, rule-2-confidential-omission |
| MICROSOFT CORP | COM | 594918104 | 500,000 shares | $241,810,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 14,150,000 shares | $216,919,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 1,775,000 shares | $201,267,250 | not comparablecomparability unresolved, rule-2-confidential-omission |
| QUALCOMM INC | COM | 747525103 | 1,145,000 shares | $195,852,250 | not comparablecomparability unresolved, rule-2-confidential-omission |
| ISHARES INC | MSCI STH KOR ETF | 464286772 | 1,875,000 shares | $182,287,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 4,750,000 shares | $161,737,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| VISTRA CORP | COM | 92840M102 | 945,000 shares | $152,456,850 | not comparablecomparability unresolved, rule-2-confidential-omission |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 1,850,000 shares | $151,163,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| CORNING INC | COM | 219350105 | 1,570,200 shares | $137,486,712 | not comparablecomparability unresolved, rule-2-confidential-omission |
| DEUTSCHE BANK A G | NAMEN AKT | D18190898 | 3,150,000 shares | $121,464,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| JD.COM INC | SPON ADS CL A | 47215P106 | 4,157,046 shares | $119,307,220 | not comparablecomparability unresolved, rule-2-confidential-omission |
| OWENS CORNING NEW | COM | 690742101 | 950,000 shares | $106,314,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| RTX CORPORATION | COM | 75513E101 | 500,000 shares | $91,700,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 295,000 shares | $86,603,150 | not comparablecomparability unresolved, rule-2-confidential-omission |
| BAIDU INC | SPON ADR REP A | 056752108 | 575,000 shares | $75,129,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| MOHAWK INDS INC | COM | 608190104 | 675,000 shares | $73,777,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| LYFT INC | CL A COM | 55087P104 | 3,800,000 shares | $73,606,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| LAM RESEARCH CORP | COM NEW | 512807306 | 425,000 shares | $72,751,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| MICRON TECHNOLOGY INC call option | COM | 595112103 | 250,000 shares | $71,352,500 | not comparablecomparability unresolved, rule-2-confidential-omission |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 325,000 shares | $69,602,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 62,500 shares | $66,866,250 | not comparablecomparability unresolved, rule-2-confidential-omission |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 200,000 shares | $66,022,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| BALL CORP | COM | 058498106 | 1,200,000 shares | $63,564,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| IQVIA HLDGS INC | COM | 46266C105 | 280,000 shares | $63,114,800 | not comparablecomparability unresolved, rule-2-confidential-omission |
| UNITED AIRLS HLDGS INC | COM | 910047109 | 465,000 shares | $51,996,300 | not comparablecomparability unresolved, rule-2-confidential-omission |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 1,087,500 shares | $41,640,375 | not comparablecomparability unresolved, rule-2-confidential-omission |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 2,191,250 shares | $36,133,713 | not comparablecomparability unresolved, rule-2-confidential-omission |
| MPLX LP | COM UNIT REP LTD | 55336V100 | 627,500 shares | $33,489,675 | not comparablecomparability unresolved, rule-2-confidential-omission |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 475,000 shares | $32,965,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 2,500,000 shares | $21,900,000 | not comparablecomparability unresolved, rule-2-confidential-omission |
Revision history
| Revision | Basis | Form type | Filing date | Accession | Positions reported |
|---|---|---|---|---|---|
| 1 current | original | 13F-HR | 2026-02-17 | 0001656456-26-000001 | 39 |
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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