| Stock | Value | Weight | Shares | Change |
|---|---|---|---|---|
| AMZN AMAZON COM INC · COM | $1.2B | 15.4% | 5.00M | +16% |
| MU MICRON TECHNOLOGY INC · COM | $1.1B | 14.6% | 975.00K | −41% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS | $788.0M | 10.2% | 1.65M | +24% |
| GOOG ALPHABET INC · CAP STK CL C | $653.7M | 8.46% | 1.85M | +6.8% |
| UBER UBER TECHNOLOGIES INC · COM | $555.2M | 7.19% | 7.69M | +21% |
| EWY ISHARES INC · MSCI STH KOR ETF | $489.6M | 6.34% | 2.42M | +1.0% |
| META META PLATFORMS INC · CL A | $380.2M | 4.92% | 675.00K | +55% |
| VST VISTRA CORP · COM | $351.4M | 4.55% | 2.22M | +9.5% |
| NVDA NVIDIA CORPORATION · COM | $305.1M | 3.95% | 1.52M | +3.6% |
| NRG NRG ENERGY INC · COM NEW | $257.1M | 3.33% | 1.76M | +1.5% |
| AAPL APPLE INC · COM · Put options | $241.6M | 3.13% | 835.00K | New |
| BABA ALIBABA GROUP HLDG LTD · SPONSORED ADS | $192.0M | 2.48% | 2.00M | −42% |
| BA BOEING CO · COM | $173.2M | 2.24% | 800.00K | New |
| LRCX LAM RESEARCH CORP · COM NEW | $165.7M | 2.15% | 382.50K | — |
| BIDU BAIDU INC · SPON ADR REP A | $148.0M | 1.92% | 1.29M | +87% |
| AAL AMERICAN AIRLINES GROUP INC · COM | $135.5M | 1.75% | 7.50M | New |
| AMD ADVANCED MICRO DEVICES INC · COM | $114.7M | 1.49% | 197.50K | −11% |
| CRWV COREWEAVE INC · COM CL A | $107.3M | 1.39% | 1.08M | New |
| ASML ASML HLDG NV · N Y REGISTRY SHS | $99.5M | 1.29% | 50.00K | +1.0% |
| AVGO BROADCOM INC · COM | $56.7M | 0.73% | 150.00K | New |
| QCOM QUALCOMM INC · COM | $46.2M | 0.60% | 250.00K | −50% |
| SPCX SPACE EXPLORATION TECHN CORP · CLASS A COM STK | $38.4M | 0.50% | 225.00K | New |
| ET ENERGY TRANSFER L P · COM UT LTD PTN | $30.1M | 0.39% | 1.58M | — |
| MPLX MPLX LP · COM UNIT REP LTD | $28.3M | 0.37% | 502.46K | — |
| WHR WHIRLPOOL CORP · COM | $28.2M | 0.36% | 715.00K | −63% |
| BRK-B BERKSHIRE HATHAWAY INC DEL · CL B NEW · Put options | $12.5M | 0.16% | 25.00K | New |
| GT GOODYEAR TIRE & RUBR CO · COM | $10.0M | 0.13% | 1.51M | New |
From Appaloosa LP's Form 13F-HR. Values are as reported for Jun 30, 2026, not today; a 13F shows long positions in US-listed securities and options only, up to 45 days late.