13F filing recap · Q2 2026
What did Appaloosa LP buy in Q2 2026?
Reported stock-position changes between this filing and the previous one.
Stock value
$7.47B
Positions
25
Estimated turnover
45.6%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Appaloosa LP opened new positions in Boeing, American Airlines, Coreweave, Broadcom, SpaceX, and Goodyear Tire, while exiting Ball Corporation, Corning, JD.com, KraneShares Trust, L3Harris, Lyft, Microsoft, PDD Holdings, RTX, SanDisk, UnitedHealth, and Deutsche Bank. The fund added to Amazon, Taiwan Semiconductor, Uber, and Meta Platforms, and substantially trimmed Micron Technology, Alibaba, Qualcomm, and Whirlpool. It also increased Baidu substantially and reduced Advanced Micro Devices.