- What stands out
- 27 filed rows provide a dated record of disclosed exposure.
- How readable is it?
- Options and other-manager rows limit a directional reading. Gross reported value is not a net position.
- Is it fresh?
- Latest complete reporting period, but measured on Jun 30, 2026. Useful as a disclosure record; stale as a claim about positions held today.
Appaloosa holdings
Investment manager. Reported Form 13F holdings as of Jun 30, 2026—with the evidence and the limits kept in view.
- Position date · Q2 2026
- Jun 30, 2026 When the portfolio was measured.
- Disclosure date
- Aug 14, 2026 When this filing became public.
- Sources reviewed
- Sep 25, 2026 Next expected season: November 2026.
Reported positions may have changed since Jun 30, 2026. Coverage is curated, not universal or real-time.
What Appaloosa reported
- What was reported
- 27 source rows. 2 carry a PUT/CALL designation and are shown separately.
- The clearest takeaway
- AMAZON COM INC is the largest individual row without a PUT/CALL designation, at $1,191,700,000. Inspect the table.
- Why it may matter
- The filing documents disclosed exposure. It gives you a dated starting point for researching the named companies.
- What it does not prove
- Positions held today, trade dates, conviction, or a complete view of the manager’s assets and risks.
Legal filer: Appaloosa LP · CIK 1656456 · Form 13F file 028-17453
Largest rows without a PUT/CALL designation
Ranked by reported value; up to 20 individual source rows. Repeated securities stay separate because manager relationships can overlap. SH means shares; PRN means principal amount. This section can include instruments other than common stock.
| Reported security | Shares / principal | Reported value | Q/Q shares | Evidence |
|---|---|---|---|---|
| AMAZON COM INCCOM · No PUT/CALL CUSIP 023135106 | 5,000,000 SHReported share quantity | $1,191,700,000As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 4Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 5,000,000, shared 0, none 0 0001656456-26-000003 |
| MICRON TECHNOLOGY INCCOM · No PUT/CALL CUSIP 595112103 | 975,000 SHReported share quantity | $1,125,432,750As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 18Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 975,000, shared 0, none 0 0001656456-26-000003 |
| TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS · No PUT/CALL CUSIP 874039100 | 1,650,000 SHReported share quantity | $787,990,500As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 24Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 1,650,000, shared 0, none 0 0001656456-26-000003 |
| ALPHABET INCCAP STK CL C · No PUT/CALL CUSIP 02079K107 | 1,850,000 SHReported share quantity | $653,660,500As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 3Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 1,850,000, shared 0, none 0 0001656456-26-000003 |
| UBER TECHNOLOGIES INCCOM · No PUT/CALL CUSIP 90353T100 | 7,694,071 SHReported share quantity | $555,204,163As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 25Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 7,694,071, shared 0, none 0 0001656456-26-000003 |
| ISHARES INCMSCI STH KOR ETF · No PUT/CALL CUSIP 464286772 | 2,425,000 SHReported share quantity | $489,607,500As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 15Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 2,425,000, shared 0, none 0 0001656456-26-000003 |
| META PLATFORMS INCCL A · No PUT/CALL CUSIP 30303M102 | 675,000 SHReported share quantity | $380,220,750As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 17Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 675,000, shared 0, none 0 0001656456-26-000003 |
| VISTRA CORPCOM · No PUT/CALL CUSIP 92840M102 | 2,215,272 SHReported share quantity | $351,408,597As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 26Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 2,215,272, shared 0, none 0 0001656456-26-000003 |
| NVIDIA CORPORATIONCOM · No PUT/CALL CUSIP 67066G104 | 1,525,000 SHReported share quantity | $305,137,250As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 21Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 1,525,000, shared 0, none 0 0001656456-26-000003 |
| NRG ENERGY INCCOM NEW · No PUT/CALL CUSIP 629377508 | 1,760,000 SHReported share quantity | $257,065,600As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 20Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 1,760,000, shared 0, none 0 0001656456-26-000003 |
| ALIBABA GROUP HLDG LTDSPONSORED ADS · No PUT/CALL CUSIP 01609W102 | 2,000,000 SHReported share quantity | $191,960,000As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 2Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 2,000,000, shared 0, none 0 0001656456-26-000003 |
| BOEING COCOM · No PUT/CALL CUSIP 097023105 | 800,000 SHReported share quantity | $173,176,000As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 10Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 800,000, shared 0, none 0 0001656456-26-000003 |
| LAM RESEARCH CORPCOM NEW · No PUT/CALL CUSIP 512807306 | 382,500 SHReported share quantity | $165,748,725As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 16Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 382,500, shared 0, none 0 0001656456-26-000003 |
| BAIDU INCSPON ADR REP A · No PUT/CALL CUSIP 056752108 | 1,295,000 SHReported share quantity | $148,005,550As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 8Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 1,295,000, shared 0, none 0 0001656456-26-000003 |
| AMERICAN AIRLINES GROUP INCCOM · No PUT/CALL CUSIP 02376R102 | 7,500,000 SHReported share quantity | $135,525,000As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 5Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 7,500,000, shared 0, none 0 0001656456-26-000003 |
| ADVANCED MICRO DEVICES INCCOM · No PUT/CALL CUSIP 007903107 | 197,500 SHReported share quantity | $114,729,725As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 1Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 197,500, shared 0, none 0 0001656456-26-000003 |
| COREWEAVE INCCOM CL A · No PUT/CALL CUSIP 21873S108 | 1,078,248 SHReported share quantity | $107,328,806As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 12Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 1,078,248, shared 0, none 0 0001656456-26-000003 |
| ASML HLDG NVN Y REGISTRY SHS · No PUT/CALL CUSIP N07059210 | 50,000 SHReported share quantity | $99,472,000As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 7Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 50,000, shared 0, none 0 0001656456-26-000003 |
| BROADCOM INCCOM · No PUT/CALL CUSIP 11135F101 | 150,000 SHReported share quantity | $56,662,500As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 11Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 150,000, shared 0, none 0 0001656456-26-000003 |
| QUALCOMM INCCOM · No PUT/CALL CUSIP 747525103 | 250,000 SHReported share quantity | $46,197,500As of Jun 30, 2026 | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 22Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 250,000, shared 0, none 0 0001656456-26-000003 |
Showing 20 of 25 non-option source rows. Read the complete information table.
Options, separately
Largest 2 of 2 held-option rows. Values refer to underlying securities, not option premiums. Short stock, written options, strike and expiry are absent; net direction cannot be reconstructed.
| Reported security | Shares / principal | Reported value | Q/Q shares | Evidence |
|---|---|---|---|---|
| APPLE INCCOM · Put CUSIP 037833100 | 835,000 SHReported share quantity | $241,615,600Underlying security value, not option premium | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 6Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 835,000, shared 0, none 0 0001656456-26-000003 |
| BERKSHIRE HATHAWAY INC DELCL B NEW · Put CUSIP 084670702 | 25,000 SHReported share quantity | $12,509,750Underlying security value, not option premium | Not comparableCorporate-action or row-identity review not completed; no trading direction inferred. | Filed row 9Row provenanceDiscretion: SOLEOther manager: N/A Voting: sole 25,000, shared 0, none 0 0001656456-26-000003 |
One filing lesson
A reported portfolio is a snapshot, not a trading diary.
Each row describes the end of a quarter. Changes in reportability, instrument terms, manager assignments and corporate actions can make an apparent change misleading.
Interpretation, not an investment recommendation.
What changed—and what needs review
The current and prior source tables reconcile, but corporate-action and manager-row review is not complete. We do not label increases, reductions, new positions or exits yet. “Not comparable” means the directional conclusion is withheld, not that nothing changed.
Composition of this filing
By number of filed rows
Denominator: 27 rows · same filing
Verified derivation from 0001656456-26-000003. Source rows, without cross-manager aggregation.
By gross reported value
Denominator: $7,725,383,349 · same filing
Verified derivation from 0001656456-26-000003. Source rows, without cross-manager aggregation.
Quarter archive
Authoritative filing · 13F-HR
Position date Jun 30, 2026 · filed Aug 14, 2026
Accepted timestamp (SEC): 2026-08-14T20:00:15.000Z
Cover page · Information table
27 source rows · $7,725,383,349 gross reported table value. Both reconcile to the cover; this is not assets under management.
Included managers and report type
13F HOLDINGS REPORT · File 028-17453
No included other managers listed.
Q1 2026 · positions as of Mar 31, 2026
Previous reporting period · 13F-HR
Position date Mar 31, 2026 · filed May 15, 2026
Accepted timestamp (SEC): 2026-05-15T20:00:06.000Z
Cover page · Information table
31 source rows · $5,933,477,986 gross reported table value. Both reconcile to the cover; this is not assets under management.
Included managers and report type
13F HOLDINGS REPORT · File 028-17453
No included other managers listed.
Prior-period rows are retained in the evidence pack. Compare only after corporate-action clearance.
No Form 13F-HR/A amendment was found for either quarter in EDGAR submissions reviewed through Sep 25, 2026. An amendment filed later could change these rows.
Companies in this record
- Broadcom institutional ownership
- TSMC institutional ownership
- CoreWeave institutional ownership
- SpaceX institutional ownership
- NVIDIA institutional ownership
- AMD institutional ownership
- Apple institutional ownership
- Alphabet institutional ownership
- Amazon institutional ownership
- Meta institutional ownership
- Uber institutional ownership
Related portfolios
Institutions that reported the most of the same covered companies this quarter.
Filing Reality Check · eleven evidence questions
The eleven questions, in the fixed order.
| # | Question | Answer | Evidence class |
|---|---|---|---|
| 1 | What was reported | 27 individual information-table rows. Options remain separate. | Filed fact |
| 2 | Who filed it | Appaloosa LP, CIK 1656456, file 028-17453. | Filed fact |
| 3 | When it was true | Jun 30, 2026 | Filed fact |
| 4 | When it went public | Aug 14, 2026 | Filed fact |
| 5 | Filed facts | Quantities, values, security classes, option sides, discretion, voting fields and included managers. | Filed fact |
| 6 | What we calculated | Row rankings and composition percentages against this filing’s own totals; only specifically cleared share comparisons. | Verified derivation |
| 7 | Instrument & rules | Form 13F is a delayed record of reportable securities. It omits short stock and written options. | Interpretation |
| 8 | How clear, and why | Options and overlapping manager relationships prevent reconstruction of net direction. | Interpretation |
| 9 | What it can't show | Trade dates, full assets under management, current positions, net exposure or conviction. | Unresolved |
| 10 | What would help | Corporate-action review, manager-relationship clearance and newer primary disclosures. | Interpretation |
| 11 | The filings behind it | Current 0001656456-26-000003; prior 0001656456-26-000002. No Form 13F-HR/A amendment was found for either quarter in EDGAR submissions reviewed through Sep 25, 2026. An amendment filed later could change these rows. | Filed fact |
The source stays beside the claim.
SEC Form 13F cover pages and information tables are the numerical authority. We reconcile every accepted table to its cover, retain each source row, and keep options separate. Reported values are whole US dollars. We do not add holdings across filers or estimate an ownership percentage.
A matching security identifier alone is not enough for a quarter comparison. Until amendments, corporate actions and manager relationships are cleared, the result is “not comparable.” A newly reported row need not be a new purchase, and a missing row need not prove a sale.
How to read Form 13F · SEC methodology and filing calendar · Report a correction
Data version 2026-q2.2026-09-25.4. Review cutoff 2026-09-25. Corrections require a primary source and a new reviewed data version.
A filing answers what was reported. The next question is what matters.
Is it new or routine? Is it still fresh? What other public evidence supports it—and what happened after similar signals? Buteon is being built to connect those questions across filings, company events and market context.
Institutional filings are designed to become one evidence class in Buteon’s broader intelligence framework. This curated research surface shows what the filings establish today; it does not feed production company verdicts or provide automated institutional alerts.
Explore Buteon