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APPALOOSA LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
38
-9
New Purchases
0
Added To
0
Closed
38
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 14 $0 0%
Large Cap 16 $0 0%
Mid Cap 7 $0 0%
Small Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$638.1B
Median Market Cap
$60.1B
Avg P/E
32.6
Median P/E
24.3
Avg Dividend Yield
0.01%
Avg Beta
1.15
# Stocks
35
# ETFs / Funds
3

Top Holdings (38 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GLW —% -$137M -1,570,200 -100.0% SOLD
2 OC —% -$106M -950,000 -100.0% SOLD
3 UBER —% -$151M -1,850,000 -100.0% SOLD
4 LHX —% -$87M -295,000 -100.0% SOLD
5 IQV —% -$63M -280,000 -100.0% SOLD
6 DB —% -$121M -3,150,000 -100.0% SOLD
7 ET —% -$36M -2,191,250 -100.0% SOLD
8 VST —% -$152M -945,000 -100.0% SOLD
9 MHK —% -$74M -675,000 -100.0% SOLD
10 DAL —% -$33M -475,000 -100.0% SOLD
11 MPLX —% -$33M -627,500 -100.0% SOLD
12 NRG —% -$261M -1,640,000 -100.0% SOLD
13 WHR —% -$282M -3,910,000 -100.0% SOLD
14 UNH —% -$66M -200,000 -100.0% SOLD
15 RTX —% -$92M -500,000 -100.0% SOLD
16 ASML —% -$67M -62,500 -100.0% SOLD
17 TSM —% -$343M -1,130,000 -100.0% SOLD
18 JD —% -$119M -4,157,046 -100.0% SOLD
19 AMD —% -$70M -325,000 -100.0% SOLD
20 AAL —% -$217M -14,150,000 -100.0% SOLD
21 LRCX —% -$73M -425,000 -100.0% SOLD
22 AMZN —% -$503M -2,179,391 -100.0% SOLD
23 LYFT —% -$74M -3,800,000 -100.0% SOLD
24 GT —% -$22M -2,500,000 -100.0% SOLD
25 BIDU —% -$75M -575,000 -100.0% SOLD
26 META —% -$396M -600,000 -100.0% SOLD
27 MU —% -$428M -1,500,000 -100.0% SOLD
28 UAL —% -$52M -465,000 -100.0% SOLD
29 PDD —% -$201M -1,775,000 -100.0% SOLD
30 KWEB —% -$162M -4,750,000 -100.0% SOLD
31 QCOM —% -$196M -1,145,000 -100.0% SOLD
32 EWY —% -$182M -1,875,000 -100.0% SOLD
33 GOOG —% -$561M -1,786,931 -100.0% SOLD
34 MSFT —% -$242M -500,000 -100.0% SOLD
35 NVDA —% -$317M -1,700,000 -100.0% SOLD
36 FXI —% -$42M -1,087,500 -100.0% SOLD
37 BABA —% -$753M -5,137,931 -100.0% SOLD
38 BLL —% -$64M -1,200,000 -100.0% SOLD

Options Breakdown

1 Calls $0 Call Value 0 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
MU $0 SOLD

Sold Out Positions

SymbolValue% Port
GLW —%
OC —%
UBER —%
LHX —%
IQV —%
DB —%
ET —%
VST —%
MHK —%
DAL —%
MPLX —%
NRG —%
WHR —%
UNH —%
RTX —%
View SEC EDGAR Filings for APPALOOSA LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms