Appaloosa Management (David Tepper) 13F Filing

Specializes in distressed debt and equity investments with a contrarian approach.

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APPALOOSA LP (0001656456)

Report Date:2026-06-30

|Assets: $7.73B

Company	Shares	Value	% Port.	Change
AMAZON COM INC 023135106	5,000,000	$1.19B	15.43%	+680,000 (+15.7%)(+15.7%)
MICRON TECHNOLOGY INC 595112103	975,000	$1.13B	14.57%	-690,000 (-41.4%)(-41.4%)
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS874039100	1,650,000	$787.99M	10.20%	+322,500 (+24.3%)(+24.3%)
ALPHABET INC CAP STK CL C02079K107	1,850,000	$653.66M	8.46%	+117,300 (+6.8%)(+6.8%)
UBER TECHNOLOGIES INC 90353T100	7,694,071	$555.20M	7.19%	+1,361,351 (+21.5%)(+21.5%)
ISHARES INC MSCI STH KOR ETF464286772	2,425,000	$489.61M	6.34%	+25,000 (+1.0%)(+1.0%)
META PLATFORMS INC CL A30303M102	675,000	$380.22M	4.92%	+238,500 (+54.6%)(+54.6%)
VISTRA CORP 92840M102	2,215,272	$351.41M	4.55%	+192,940 (+9.5%)(+9.5%)
NVIDIA CORPORATION 67066G104	1,525,000	$305.14M	3.95%	+53,500 (+3.6%)(+3.6%)
NRG ENERGY INC 629377508	1,760,000	$257.07M	3.33%	+25,558 (+1.5%)(+1.5%)
APPLE INC 037833100	835,000	$241.62M	3.13%	+835,000 (0.0%)(0.0%)
ALIBABA GROUP HLDG LTD SPONSORED ADS01609W102	2,000,000	$191.96M	2.48%	-1,465,000 (-42.3%)(-42.3%)
BOEING CO 097023105	800,000	$173.18M	2.24%	+800,000 (0.0%)(0.0%)
LAM RESEARCH CORP 512807306	382,500	$165.75M	2.15%	0 (0.0%)(0.0%)
BAIDU INC SPON ADR REP A056752108	1,295,000	$148.01M	1.92%	+602,900 (+87.1%)(+87.1%)
AMERICAN AIRLINES GROUP INC 02376R102	7,500,000	$135.53M	1.75%	+7,500,000 (0.0%)(0.0%)
ADVANCED MICRO DEVICES INC 007903107	197,500	$114.73M	1.49%	-23,900 (-10.8%)(-10.8%)
COREWEAVE INC 21873S108	1,078,248	$107.33M	1.39%	+1,078,248 (0.0%)(0.0%)
ASML HLDG NV N Y REGISTRY SHSN07059210	50,000	$99.47M	1.29%	+500 (+1.0%)(+1.0%)
BROADCOM INC 11135F101	150,000	$56.66M	0.73%	+150,000 (0.0%)(0.0%)
QUALCOMM INC 747525103	250,000	$46.20M	0.60%	-248,613 (-49.9%)(-49.9%)
SPACE EXPLORATION TECHN CORP 84615Q103	225,000	$38.44M	0.50%	+225,000 (0.0%)(0.0%)
ENERGY TRANSFER L P 29273V100	1,576,125	$30.14M	0.39%	0 (0.0%)(0.0%)
MPLX LP 55336V100	502,460	$28.30M	0.37%	0 (0.0%)(0.0%)
WHIRLPOOL CORP 963320106	715,000	$28.19M	0.36%	-1,235,000 (-63.3%)(-63.3%)
BERKSHIRE HATHAWAY INC DEL CL B NEW084670702	25,000	$12.51M	0.16%	+25,000 (0.0%)(0.0%)
GOODYEAR TIRE & RUBR CO 382550101	1,508,591	$9.96M	0.13%	+1,508,591 (0.0%)(0.0%)
SANDISK CORP 80004C200	0	$0.00	0.00%	-281,250 (-100.0%)(-100.0%)
CORNING INC 219350105	0	$0.00	0.00%	-1,129,500 (-100.0%)(-100.0%)
PDD HOLDINGS INC SPONSORED ADS722304102	0	$0.00	0.00%	-900,000 (-100.0%)(-100.0%)
L3HARRIS TECHNOLOGIES INC 502431109	0	$0.00	0.00%	-198,000 (-100.0%)(-100.0%)
RTX CORPORATION 75513E101	0	$0.00	0.00%	-342,000 (-100.0%)(-100.0%)
BALL CORP 058498106	0	$0.00	0.00%	-837,000 (-100.0%)(-100.0%)
JD.COM INC SPON ADS CL A47215P106	0	$0.00	0.00%	-1,305,000 (-100.0%)(-100.0%)
LYFT INC 55087P104	0	$0.00	0.00%	-2,700,000 (-100.0%)(-100.0%)
MICROSOFT CORP 594918104	0	$0.00	0.00%	-90,000 (-100.0%)(-100.0%)
KRANESHARES TRUST CSI CHI INTERNET500767306	0	$0.00	0.00%	-1,080,000 (-100.0%)(-100.0%)
UNITEDHEALTH GROUP INC 91324P102	0	$0.00	0.00%	-90,000 (-100.0%)(-100.0%)
DEUTSCHE BK AG NAMEN AKTD18190898	0	$0.00	0.00%	-257,616 (-100.0%)(-100.0%)

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