Appaloosa LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $7.7B in reported equity holdings across 27 positions. The largest holdings are AMZN (15.4%), MU (14.6%), TSM (10.2%), GOOGL (8.5%), UBER (7.2%). The portfolio is concentrated in Other (80.7%), Technology (11.5%), Communication Services (4.9%). Data sourced from SEC EDGAR 13F filings (CIK 1656456).

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