Appaloosa 13F filings

Amazon.com Inc

4,320,000 sh

2,140,609 sh
98%

$899,726

$396,679

Micron Technology Inc

1,665,000 sh

1,415,000 sh
566%

$562,504

$491,151

Alphabet Inc

1,732,700 sh

-54,231 sh
-3%

$497,042

-$63,697

Uber Technologies Inc

6,332,720 sh

4,482,720 sh
242%

$455,513

$304,349

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

1,327,500 sh

197,500 sh
17%

$448,629

$105,233

ALIBABA GROUP HLDG LTD SPONSORED ADS

3,465,000 sh

-1,672,931 sh
-33%

$434,719

-$318,399

Vistra Corp.

2,022,332 sh

1,077,332 sh
114%

$304,017

$151,560

ISHARES INC MSCI STH KOR ETF

2,400,000 sh

525,000 sh
28%

$295,224

$112,936

NVIDIA Corp.

1,471,500 sh

-228,500 sh
-13%

$256,630

-$60,420

NRG ENERGY INC COM NEW

1,734,442 sh

94,442 sh
6%

$253,471

-$7,683

Meta Platforms, Inc.

436,500 sh

-163,500 sh
-27%

$249,735

-$146,319

SANDISK CORP Common

281,250 sh

281,250 sh
NEW

$178,689

Corning Inc

1,129,500 sh

-440,700 sh
-28%

$153,578

$16,091

Whirlpool Corp

1,950,000 sh

-1,960,000 sh
-50%

$105,144

-$176,923

PINDUODUO INC SPONSORED ADS

900,000 sh

-875,000 sh
-49%

$91,962

-$109,305

Lam Research COM

382,500 sh

-42,500 sh
-10%

$81,725

$8,973

BAIDU INC SPON ADR REP A

692,100 sh

117,100 sh
20%

$77,114

$1,984

L3Harris Technologies, Inc.

198,000 sh

-97,000 sh
-33%

$68,340

-$18,263

Raytheon Technologies Corp

342,000 sh

-158,000 sh
-32%

$65,972

-$25,728

ASML HOLDING N V N Y REGISTRY SHS

49,500 sh

-13,000 sh
-21%

$65,381

-$1,485

QUALCOMM Inc.

498,613 sh

-646,387 sh
-56%

$64,211

-$131,641

Ball Corp

837,000 sh

-363,000 sh
-30%

$49,475

-$14,089

Advanced Micro Devices Inc

221,400 sh

-103,600 sh
-32%

$45,039

-$24,563

JD.COM INC SPON ADR CL A

1,305,000 sh

-2,852,046 sh
-69%

$38,589

-$80,718

Lyft Inc

2,700,000 sh

-1,100,000 sh
-29%

$35,910

-$37,696

Microsoft Corp

90,000 sh

-410,000 sh
-82%

$33,315

-$208,495

KRANESHARES TR CSI CHI INTERNET

1,080,000 sh

-3,670,000 sh
-77%

$30,704

-$131,034

Energy Transfer LP

1,576,125 sh

-615,125 sh
-28%

$30,419

-$5,715

MPLX LP

502,460 sh

-125,040 sh
-20%

$28,675

-$4,815

UnitedHealth Group Inc

90,000 sh

-110,000 sh
-55%

$24,353

-$41,669

DEUTSCHE BANK AG NAMEN AKT

257,616 sh

-2,892,384 sh
-92%

$7,672

-$113,792

American Airlines Group Inc

0 sh

-14,150,000 sh
-100%

$0

-$216,920

Owens Corning

0 sh

-950,000 sh
-100%

$0

-$106,315

Mohawk Industries Inc

0 sh

-675,000 sh
-100%

$0

-$73,778

IQVIA Holdings Inc.

0 sh

-280,000 sh
-100%

$0

-$63,115

United Airlines Holdings Inc.

0 sh

-465,000 sh
-100%

$0

-$51,996

ISHARES TR CHINA LG-CAP ETF

0 sh

-1,087,500 sh
-100%

$0

-$41,640

Delta Air Lines Inc

0 sh

-475,000 sh
-100%

$0

-$32,965

Goodyear Tire & Rubber Co.

0 sh

-2,500,000 sh
-100%

$0

-$21,900

Appaloosa 13F filings

Holdings as of 2026-03-31