Position in NVDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$305,137,250
+$48,507,650 QoQ
Shares Held
1,525,000
+3.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
4.37%
of 13F equity value
Holder Rank
#463
of 5,891 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026APPALOOSA LP holds $2,436,150,225 across 6 Semiconductors names. NVDA ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
This page
|
1,525,000 | $305,137,250 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
197,500 | $114,729,725 | |
| 5 | AVGO |
Broadcom Inc.
|
150,000 | $56,662,500 | |
| 6 | QCOM |
Qualcomm Inc/De
|
250,000 | $46,197,500 |
All Filings in NVDA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,137,250 | 1,525,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $256,629,600 | 1,471,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $317,050,000 | 1,700,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $354,502,000 | 1,900,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $276,482,500 | 1,750,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,514,000 | 300,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $91,317,334 | 680,001 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $75,900,000 | 625,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $85,242,600 | 690,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $399,373,520 | 442,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $391,223,800 | 790,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $445,864,750 | 1,025,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $431,480,400 | 1,020,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $41,665,500 | 150,000 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||