Appaloosa LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $5.9B in reported equity holdings across 31 positions. The largest holdings are AMZN (15.2%), MU (9.5%), GOOGL (8.4%), UBER (7.7%), TSM (7.6%). The portfolio is concentrated in Other (77.0%), Technology (8.7%), Consumer Cyclical (7.3%). Data sourced from SEC EDGAR 13F filings (CIK 1656456).