Appaloosa 13F filings

ALIBABA GROUP HLDG LTD SPONSORED ADS

5,137,931 sh

-1,312,069 sh
-20%

$753,118

-$399,691

Alphabet Inc

1,786,931 sh

399,431 sh
29%

$560,739

$222,813

Amazon.com Inc

2,179,391 sh

-320,609 sh
-13%

$503,047

-$45,878

Micron Technology Inc

1,500,000 sh

1,000,000 sh
200%

$428,115

$344,455

Meta Platforms, Inc.

600,000 sh

230,000 sh
62%

$396,054

$124,333

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

1,130,000 sh

70,000 sh
7%

$343,396

$47,349

NVIDIA Corp.

1,700,000 sh

-200,000 sh
-11%

$317,050

-$37,452

Whirlpool Corp

3,910,000 sh

-1,590,000 sh
-29%

$282,067

-$150,233

NRG ENERGY INC COM NEW

1,640,000 sh

-230,000 sh
-12%

$261,154

-$41,693

Microsoft Corp

500,000 sh

37,500 sh
8%

$241,810

$2,258

American Airlines Group Inc

14,150,000 sh

4,900,000 sh
53%

$216,920

$112,950

PINDUODUO INC SPONSORED ADS

1,775,000 sh

-25,000 sh
-1%

$201,267

-$36,639

QUALCOMM Inc.

1,145,000 sh

-100,000 sh
-8%

$195,852

-$11,266

ISHARES INC MSCI STH KOR ETF

1,875,000 sh

1,875,000 sh
NEW

$182,288

KRANESHARES TR CSI CHI INTERNET

4,750,000 sh

-2,650,000 sh
-36%

$161,738

-$149,136

Vistra Corp.

945,000 sh

-300,000 sh
-24%

$152,457

-$91,463

Uber Technologies Inc

1,850,000 sh

-556,983 sh
-23%

$151,164

-$84,648

Corning Inc

1,570,200 sh

-54,800 sh
-3%

$137,487

$4,188

DEUTSCHE BANK AG NAMEN AKT

3,150,000 sh

-640,000 sh
-17%

$121,464

-$12,740

JD.COM INC SPON ADR CL A

4,157,046 sh

-2,067,954 sh
-33%

$119,307

-$98,444

Owens Corning

950,000 sh

788,500 sh
488%

$106,315

$83,469

Raytheon Technologies Corp

500,000 sh

-9,500 sh
-2%

$91,700

$6,445

L3Harris Technologies, Inc.

295,000 sh

-5,000 sh
-2%

$86,603

-$5,020

BAIDU INC SPON ADR REP A

575,000 sh

-470,000 sh
-45%

$75,130

-$62,570

Mohawk Industries Inc

675,000 sh

513,500 sh
318%

$73,778

$52,957

Lyft Inc

3,800,000 sh

-1,800,000 sh
-32%

$73,606

-$49,650

Lam Research COM

425,000 sh

55,000 sh
15%

$72,752

$23,209

Micron Technology Inc

Call options for 250,000 sh

250,000 sh
NEW

$71,353

Advanced Micro Devices Inc

325,000 sh

-625,000 sh
-66%

$69,602

-$84,099

ASML HOLDING N V N Y REGISTRY SHS

62,500 sh

-1,500 sh
-2%

$66,866

$4,908

UnitedHealth Group Inc

200,000 sh

-3,500 sh
-2%

$66,022

-$4,247

Ball Corp

1,200,000 sh

1,200,000 sh
NEW

$63,564

IQVIA Holdings Inc.

280,000 sh

-5,000 sh
-2%

$63,115

$8,982

United Airlines Holdings Inc.

465,000 sh

2,500 sh
1%

$51,996

$7,365

ISHARES TR CHINA LG-CAP ETF

1,087,500 sh

-22,500 sh
-2%

$41,640

-$4,025

Energy Transfer LP

2,191,250 sh

-2,765,985 sh
-56%

$36,134

-$48,932

MPLX LP

627,500 sh

92,500 sh
17%

$33,490

$6,767

Delta Air Lines Inc

475,000 sh

12,500 sh
3%

$32,965

$6,718

Goodyear Tire & Rubber Co.

2,500,000 sh

-2,640,000 sh
-51%

$21,900

-$16,547

Fiserv Inc

0 sh

-925,000 sh
-100%

$0

-$119,260

TRUIST FINANCIAL CORP COM

0 sh

-1,387,500 sh
-100%

$0

-$63,437

Caesars Entertainment Inc.

0 sh

-2,100,000 sh
-100%

$0

-$56,753

KEYCORP NEW COM

0 sh

-2,020,000 sh
-100%

$0

-$37,754

CITIZENS FINL GROUP INC COM

0 sh

-600,000 sh
-100%

$0

-$31,896

COMERICA INC COM

0 sh

-462,500 sh
-100%

$0

-$31,691

Block Inc.

0 sh

-370,000 sh
-100%

$0

-$26,740

WESTERN ALLIANCE BANCORP COM

0 sh

-195,000 sh
-100%

$0

-$16,910

ZIONS BANCORPORATION N A COM

0 sh

-285,000 sh
-100%

$0

-$16,125

Appaloosa 13F filings

Holdings as of 2025-12-31