13F HOLDINGS REPORT
APPALOOSA LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001656456-25-000007
Total Value
$7.38B
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 6,450,000 | $1.15B | 15.61% |
| 2 | AMAZON COM INC | AMZN | 2,500,000 | $548.9M | 7.43% |
| 3 | WHIRLPOOL CORP | WHR-PA | 5,500,000 | $432.3M | 5.85% |
| 4 | NVIDIA CORPORATION | NVDA | 1,900,000 | $354.5M | 4.80% |
| 5 | ALPHABET INC | GOOG | 1,387,500 | $337.9M | 4.58% |
| 6 | KRANESHARES TRUST | 500767306 | 7,400,000 | $310.9M | 4.21% |
| 7 | NRG ENERGY INC | NRG | 1,870,000 | $302.8M | 4.10% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,060,000 | $296.0M | 4.01% |
| 9 | META PLATFORMS INC | META | 370,000 | $271.7M | 3.68% |
| 10 | VISTRA CORP | VST | 1,245,000 | $243.9M | 3.30% |
| 11 | MICROSOFT CORP | MSFT | 462,500 | $239.6M | 3.24% |
| 12 | PDD HOLDINGS INC | PDD | 1,800,000 | $237.9M | 3.22% |
| 13 | UBER TECHNOLOGIES INC | UBER | 2,406,983 | $235.8M | 3.19% |
| 14 | JD.COM INC | JDCMF | 6,225,000 | $217.8M | 2.95% |
| 15 | QUALCOMM INC | QCOM | 1,245,000 | $207.1M | 2.81% |
| 16 | ADVANCED MICRO DEVICES INC | AMD | 950,000 | $153.7M | 2.08% |
| 17 | BAIDU INC | BAIDF | 1,045,000 | $137.7M | 1.86% |
| 18 | DEUTSCHE BANK A G | D18190898 | 3,790,000 | $134.2M | 1.82% |
| 19 | CORNING INC | GLW | 1,625,000 | $133.3M | 1.81% |
| 20 | LYFT INC | LYFT | 5,600,000 | $123.3M | 1.67% |
| 21 | FISERV INC | FISV | 925,000 | $119.3M | 1.62% |
| 22 | AMERICAN AIRLS GROUP INC | 02376R102 | 9,250,000 | $104.0M | 1.41% |
| 23 | L3HARRIS TECHNOLOGIES INC | LHX | 300,000 | $91.6M | 1.24% |
| 24 | RTX CORPORATION | RTX | 509,500 | $85.3M | 1.15% |
| 25 | ENERGY TRANSFER L P | ET-PI | 4,957,235 | $85.1M | 1.15% |
| 26 | MICRON TECHNOLOGY INC | MU | 500,000 | $83.7M | 1.13% |
| 27 | UNITEDHEALTH GROUP INC | UNH | 203,500 | $70.3M | 0.95% |
| 28 | TRUIST FINL CORP | 89832Q109 | 1,387,500 | $63.4M | 0.86% |
| 29 | ASML HOLDING N V | ASMLF | 64,000 | $62.0M | 0.84% |
| 30 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 2,100,000 | $56.8M | 0.77% |
| 31 | IQVIA HLDGS INC | IQV | 285,000 | $54.1M | 0.73% |
| 32 | LAM RESEARCH CORP | LRCX | 370,000 | $49.5M | 0.67% |
| 33 | ISHARES TR | 464287184 | 1,110,000 | $45.7M | 0.62% |
| 34 | UNITED AIRLS HLDGS INC | UNTCW | 462,500 | $44.6M | 0.60% |
| 35 | GOODYEAR TIRE & RUBR CO | 382550101 | 5,140,000 | $38.4M | 0.52% |
| 36 | KEYCORP | 493267108 | 2,020,000 | $37.8M | 0.51% |
| 37 | CITIZENS FINL GROUP INC | CIA | 600,000 | $31.9M | 0.43% |
| 38 | COMERICA INC | 200340107 | 462,500 | $31.7M | 0.43% |
| 39 | BLOCK INC | BSQKZ | 370,000 | $26.7M | 0.36% |
| 40 | MPLX LP | MPLXP | 535,000 | $26.7M | 0.36% |
| 41 | DELTA AIR LINES INC DEL | DAL | 462,500 | $26.2M | 0.36% |
| 42 | OWENS CORNING NEW | OC | 161,500 | $22.8M | 0.31% |
| 43 | MOHAWK INDS INC | 608190104 | 161,500 | $20.8M | 0.28% |
| 44 | WESTERN ALLIANCE BANCORP | WAL-PA | 195,000 | $16.9M | 0.23% |
| 45 | ZIONS BANCORPORATION N A | 989701107 | 285,000 | $16.1M | 0.22% |