APPALOOSA LP

Position in AMD — Advanced Micro Devices Inc

CIK 1656456 Short Hills, NJ

Position in AMD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$114,729,725

+$69,690,323 QoQ

Shares Held

197,500

-10.8% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#337

of 3,968 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

APPALOOSA LP holds $2,436,150,225 across 6 Semiconductors names. AMD ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc	975,000	$1,125,432,750
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,650,000	$787,990,500
3	NVDA	Nvidia Corp	1,525,000	$305,137,250
4	AMD	Advanced Micro Devices Inc This page	197,500	$114,729,725
5	AVGO	Broadcom Inc.	150,000	$56,662,500
6	QCOM	Qualcomm Inc/De	250,000	$46,197,500

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$114,729,725	197,500	-10.8%	Shares	Sole	2026-08-14
2026-03-31	$45,039,402	221,400	-31.9%	Shares	Sole	2026-05-15
2025-12-31	$69,602,000	325,000	-65.8%	Shares	Sole	2026-02-17
2025-09-30	$153,700,500	950,000	-20.8%	Shares	Sole	2025-11-13
2024-12-31	$144,948,000	1,200,000	+5.7%	Shares	Sole	2025-02-10
2024-09-30	$186,230,800	1,135,000	-17.2%	Shares	Sole	2024-11-14
2024-06-30	$222,227,700	1,370,000	-16.0%	Shares	Sole	2024-08-14
2024-03-31	$294,198,700	1,630,000	-18.9%	Shares	Sole	2024-05-15
2023-12-31	$296,294,100	2,010,000	-11.6%	Shares	Sole	2024-02-14
2023-09-30	$233,915,500	2,275,000	-1.5%	Shares	Sole	2023-11-14
2023-06-30	$263,132,100	2,310,000	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.