APPALOOSA LP
Top Portfolio Positions
28 positions ·
$5,110,507,260 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,320,000 | $899,726,400 | 17.61% |
| MU |
Micron Technology Inc
Technology
|
1,665,000 | $562,503,600 | 11.01% |
| UBER |
Uber Technologies, Inc
Technology
|
6,332,720 | $455,512,549 | 8.91% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,327,500 | $448,628,625 | 8.78% |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
3,465,000 | $434,718,900 | 8.51% |
| VST |
Vistra Corp.
Utilities
|
2,022,332 | $304,017,169 | 5.95% |
| NVDA |
Nvidia Corp
Technology
|
1,471,500 | $256,629,600 | 5.02% |
| NRG |
Nrg Energy, Inc.
Utilities
|
1,734,442 | $253,471,353 | 4.96% |
| META |
Meta Platforms, Inc.
Communication Services
|
436,500 | $249,734,745 | 4.89% |
| SNDK |
Sandisk Corp
Technology
|
281,250 | $178,689,375 | 3.50% |
Portfolio Trend
Holdings in LYFT
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,910,000 | 2,700,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $73,606,000 | 3,800,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $123,256,000 | 5,600,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $126,080,000 | 8,000,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $106,830,000 | 9,000,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $174,150,000 | 13,500,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $200,812,500 | 15,750,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $112,253,723 | 7,961,257 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,048,408 | 467,618 | Shares | Sole | 2024-05-15 | |
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