
Appaloosa LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $6.9B in reported equity holdings across 38 positions. The largest holdings are BABA (10.9%), GOOGL (8.1%), AMZN (7.3%), MU (7.2%), META (5.7%). The portfolio is concentrated in Other (73.6%), Consumer Cyclical (10.9%), Technology (5.9%). Data sourced from SEC EDGAR 13F filings (CIK 1656456).
