13F HOLDINGS REPORT
APPALOOSA LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001656456-25-000006
Total Value
$6.45B
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 7,067,271 | $801.5M | 12.43% |
| 2 | UNITEDHEALTH GROUP INC | UNH | 2,450,000 | $764.3M | 11.85% |
| 3 | AMAZON COM INC | AMZN | 2,700,000 | $592.4M | 9.19% |
| 4 | VISTRA CORP | VST | 1,800,000 | $348.9M | 5.41% |
| 5 | NRG ENERGY INC | NRG | 1,980,000 | $317.9M | 4.93% |
| 6 | META PLATFORMS INC | META | 400,000 | $295.2M | 4.58% |
| 7 | NVIDIA CORPORATION | NVDA | 1,750,000 | $276.5M | 4.29% |
| 8 | ALPHABET INC | GOOG | 1,500,000 | $266.1M | 4.13% |
| 9 | UBER TECHNOLOGIES INC | UBER | 2,750,000 | $256.6M | 3.98% |
| 10 | MICROSOFT CORP | MSFT | 500,000 | $248.7M | 3.86% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,025,000 | $232.2M | 3.60% |
| 12 | JD.COM INC | JDCMF | 7,000,000 | $228.5M | 3.54% |
| 13 | PDD HOLDINGS INC | PDD | 2,000,000 | $209.3M | 3.25% |
| 14 | INTEL CORP | INTC | 8,000,000 | $179.2M | 2.78% |
| 15 | KRANESHARES TRUST | 500767306 | 4,000,000 | $137.3M | 2.13% |
| 16 | LYFT INC | LYFT | 8,000,000 | $126.1M | 1.96% |
| 17 | DEUTSCHE BANK A G | D18190898 | 4,000,000 | $117.1M | 1.82% |
| 18 | MICRON TECHNOLOGY INC | MU | 825,000 | $101.7M | 1.58% |
| 19 | CORNING INC | GLW | 1,750,000 | $92.0M | 1.43% |
| 20 | ENERGY TRANSFER L P | ET-PI | 4,957,235 | $89.9M | 1.39% |
| 21 | L3HARRIS TECHNOLOGIES INC | LHX | 350,000 | $87.8M | 1.36% |
| 22 | RTX CORPORATION | RTX | 585,000 | $85.4M | 1.32% |
| 23 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 2,100,000 | $59.6M | 0.92% |
| 24 | ASML HOLDING N V | ASMLF | 70,000 | $56.1M | 0.87% |
| 25 | QUALCOMM INC | QCOM | 350,000 | $55.7M | 0.86% |
| 26 | BAIDU INC | BAIDF | 625,000 | $53.6M | 0.83% |
| 27 | IQVIA HLDGS INC | IQV | 300,000 | $47.3M | 0.73% |
| 28 | UNITED AIRLS HLDGS INC | UNTCW | 550,000 | $43.8M | 0.68% |
| 29 | BLOCK INC | BSQKZ | 641,800 | $43.6M | 0.68% |
| 30 | LAM RESEARCH CORP | LRCX | 400,000 | $38.9M | 0.60% |
| 31 | ISHARES TR | 464287184 | 1,000,000 | $36.8M | 0.57% |
| 32 | ORACLE CORP | ORCL-PD | 150,000 | $32.8M | 0.51% |
| 33 | MPLX LP | MPLXP | 578,500 | $29.8M | 0.46% |
| 34 | DELTA AIR LINES INC DEL | DAL | 550,000 | $27.0M | 0.42% |
| 35 | WHIRLPOOL CORP | WHR-PA | 266,092 | $27.0M | 0.42% |
| 36 | KE HLDGS INC | BEKE | 1,500,000 | $26.6M | 0.41% |
| 37 | GOODYEAR TIRE & RUBR CO | 382550101 | 861,782 | $8.9M | 0.14% |
| 38 | MOHAWK INDS INC | 608190104 | 65,000 | $6.8M | 0.11% |