Appaloosa Lp Top Holdings and 13F Report (2025) About Appaloosa LpInvestment ActivityAppaloosa Lp has $6.45 billion in total holdings as of June 30, 2025.Appaloosa Lp owns shares of 38 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 26.18% of the portfolio was purchased this quarter.About 64.01% of the portfolio was sold this quarter.This quarter, Appaloosa Lp has purchased 38 new stocks and bought additional shares in 9 stocks.Appaloosa Lp sold shares of 16 stocks and completely divested from 8 stocks this quarter.Largest Holdings Alibaba Group $801,499,204UnitedHealth Group $764,326,500Amazon.com $592,353,000Vistra $348,858,000NRG Energy $317,948,400 Largest New Holdings this Quarter 458140100 - Intel $179,200,000 Holding75513E101 - RTX $85,421,700 Holding46266C105 - IQVIA $47,277,000 Holding910047109 - United Airlines $43,796,500 Holding247361702 - Delta Air Lines $27,049,000 Holding Largest Purchases this Quarter UnitedHealth Group 2,275,000 shares (about $709.73M)NVIDIA 1,450,000 shares (about $229.09M)Intel 8,000,000 shares (about $179.20M)Taiwan Semiconductor Manufacturing 755,000 shares (about $171.00M)RTX 585,000 shares (about $85.42M) Largest Sales this Quarter PDD 2,370,000 shares (about $248.04M)Alibaba Group 2,162,729 shares (about $245.28M)iShares China Large-Cap ETF 4,600,000 shares (about $169.10M)Oracle 550,000 shares (about $120.25M)Meta Platforms 150,000 shares (about $110.71M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAppaloosa Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBABAAlibaba Group$801,499,204$245,275,096 ▼-23.4%7,067,27112.4%Retail/WholesaleUNHUnitedHealth Group$764,326,500$709,731,750 ▲1,300.0%2,450,00011.9%MedicalAMZNAmazon.com$592,353,000$41,684,100 ▲7.6%2,700,0009.2%Retail/WholesaleVSTVistra$348,858,000$96,905,000 ▼-21.7%1,800,0005.4%UtilitiesNRGNRG Energy$317,948,400$11,240,600 ▼-3.4%1,980,0004.9%UtilitiesMETAMeta Platforms$295,236,000$110,713,500 ▼-27.3%400,0004.6%Computer and TechnologyNVDANVIDIA$276,482,500$229,085,500 ▲483.3%1,750,0004.3%Computer and TechnologyGOOGAlphabet$266,085,000$90,468,900 ▼-25.4%1,500,0004.1%Computer and TechnologyUBERUber Technologies$256,575,000$41,985,000 ▼-14.1%2,750,0004.0%Computer and TechnologyMSFTMicrosoft$248,705,000$4,974,100 ▼-2.0%500,0003.9%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$232,152,250$170,999,950 ▲279.6%1,025,0003.6%Computer and TechnologyJDJD.com$228,480,000$34,272,000 ▼-13.0%7,000,0003.5%Retail/WholesalePDDPDD$209,320,000$248,044,200 ▼-54.2%2,000,0003.2%Retail/WholesaleINTCIntel$179,200,000$179,200,000 ▲New Holding8,000,0002.8%Computer and TechnologyKWEBKraneShares CSI China Internet ETF$137,320,0000.0%4,000,0002.1%ManufacturingLYFTLyft$126,080,000$15,760,000 ▼-11.1%8,000,0002.0%Computer and TechnologyDBDeutsche Bank Aktiengesellschaft$117,120,000$7,320,000 ▲6.7%4,000,0001.8%FinanceMUMicron Technology$101,681,250$52,381,250 ▲106.3%825,0001.6%Computer and TechnologyGLWCorning$92,032,500$335,051 ▲0.4%1,750,0001.4%Computer and TechnologyETEnergy Transfer$89,874,6710.0%4,957,2351.4%EnergyLHXL3Harris Technologies$87,794,000$12,542,000 ▲16.7%350,0001.4%AerospaceRTXRTX$85,421,700$85,421,700 ▲New Holding585,0001.3%AerospaceCZRCaesars Entertainment$59,619,000$2,839,000 ▼-4.5%2,100,0000.9%Consumer DiscretionaryASMLASML$56,097,3000.0%70,0000.9%Computer and TechnologyQCOMQUALCOMM$55,741,0000.0%350,0000.9%Computer and TechnologyBIDUBaidu$53,600,000$12,864,000 ▼-19.4%625,0000.8%Computer and TechnologyIQVIQVIA$47,277,000$47,277,000 ▲New Holding300,0000.7%MedicalUALUnited Airlines$43,796,500$43,796,500 ▲New Holding550,0000.7%TransportationBLOCK INC$43,597,474$38,502,724 ▲755.7%641,8000.7%CL ALAM RESEARCH CORP$38,936,000$9,734,000 ▼-20.0%400,0000.6%COM NEWFXIiShares China Large-Cap ETF$36,760,000$169,096,000 ▼-82.1%1,000,0000.6%ETFORCLOracle$32,794,500$120,246,500 ▼-78.6%150,0000.5%Computer and TechnologyMPLXMPLX$29,798,5350.0%578,5000.5%EnergyDALDelta Air Lines$27,049,000$27,049,000 ▲New Holding550,0000.4%TransportationWHRWhirlpool$26,987,051$26,987,051 ▲New Holding266,0920.4%Consumer DiscretionaryBEKEKE$26,610,000$7,096,000 ▼-21.1%1,500,0000.4%Computer and TechnologyGTGoodyear Tire & Rubber$8,936,679$8,936,679 ▲New Holding861,7820.1%Auto/Tires/TrucksMHKMohawk Industries$6,814,600$6,814,600 ▲New Holding65,0000.1%Consumer DiscretionarySPYXSPDR S&P Fossil Fuel Reserves Free ETF$0$2,517,255,000 ▼-100.0%00.0%ETFAAPLApple$0$277,662,500 ▼-100.0%00.0%Computer and TechnologyWYNNWynn Resorts$0$26,720,000 ▼-100.0%00.0%Consumer DiscretionaryLVSLas Vegas Sands$0$22,791,700 ▼-100.0%00.0%Consumer DiscretionaryAVGOBroadcom$0$21,765,900 ▼-100.0%00.0%Computer and TechnologySMHVanEck Semiconductor ETF$0$21,147,000 ▼-100.0%00.0%ManufacturingCHKEZChesapeake Energy$0$12,348,035 ▼-100.0%00.0%EnergyCHKELChesapeake Energy$0$6,460,014 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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