Not yet filed. No Q3 2026 Form 13F from Appaloosa Management has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 14, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| AMZN · AMAZON COM INC | 5,000,000 | 15.43% |
| MU · MICRON TECHNOLOGY INC | 975,000 | 14.57% |
| TSM · TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 1,650,000 | 10.20% |
| GOOG · Alphabet Inc. | 1,850,000 | 8.46% |
| UBER · Uber Technologies, Inc | 7,694,071 | 7.19% |
| EWY · ISHARES MSCI SOUTH KOREA ETF | 2,425,000 | 6.34% |
| META · Meta Platforms, Inc. | 675,000 | 4.92% |
| VST · Vistra Corp. | 2,215,272 | 4.55% |
| NVDA · NVIDIA CORP | 1,525,000 | 3.95% |
| NRG · NRG ENERGY, INC. | 1,760,000 | 3.33% |
Largest increase 2026 Q1 → 2026 Q2: BIDU (+87.1% of shares). New position in 2026 Q2: BA (2.24% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: WHR (-63.3% of shares). Exited in 2026 Q2: SNDK, GLW, PDD and 8 more.
Full record: Appaloosa Management fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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