AlphaYou
Appaloosa LP
Bought Sandisk, sold out of American Airls. Portfolio down 14% to $5.9B.
$5.9B portfolio31 holdingstop 10 = 74%filed 2026-05-15
- 1AMZNAmazon Com Inc15.16%$899.7M - 4.3M shares+2.1M
- 2MUMicron Technology Inc9.48%$562.5M - 1.7M shares+165K
- 3GOOGAlphabet Inc8.38%$497.0M - 1.7M shares-54K
- $455.5M - 6.3M shares+4.5M
- $448.6M - 1.3M shares+198K
- $434.7M - 3.5M shares-1.7M
- 7VSTVistra Corp5.12%$304.0M - 2.0M shares+1.1M
- 8EWYiShares Inc4.98%$295.2M - 2.4M shares+525K
- 9NVDANvidia Corporation4.33%$256.6M - 1.5M shares-229K
- 10NRGNRG Energy Inc4.27%$253.5M - 1.7M shares+94K
- 11METAMeta Platforms Inc4.21%$249.7M - 437K shares-164K
- 12SNDKSandisk Corp3.01%$178.7M - 281K sharesNEW
- 13GLWCorning Inc2.59%$153.6M - 1.1M shares-441K
- 14WHRWhirlpool Corp1.77%$105.1M - 1.9M shares-2.0M
- 15PDDPDD Holdings Inc1.55%$92.0M - 900K shares-875K
- 16LRCXLam Research Corp1.38%$81.7M - 383K shares-43K
- 17BIDUBaidu Inc1.30%$77.1M - 692K shares+117K
- 18LHXL3harris Technologies Inc1.15%$68.3M - 198K shares-97K
- 19RTXRTX Corporation1.11%$66.0M - 342K shares-158K
- 20Asml HLDG NV1.10%$65.4M - 50K shares-13K
- 21QCOMQualcomm Inc1.08%$64.2M - 499K shares-646K
- 22BALLBall Corp0.83%$49.5M - 837K shares-363K
- $45.0M - 221K shares-104K
- 24JDJd.com Inc0.65%$38.6M - 1.3M shares-2.9M
- 25LYFTLYFT Inc0.61%$35.9M - 2.7M shares-1.1M
- 26MSFTMicrosoft Corp0.56%$33.3M - 90K shares-410K
- 27KWEBKraneshares Trust0.52%$30.7M - 1.1M shares-3.7M
- 28ETEnergy Transfer L P0.51%$30.4M - 1.6M shares-615K
- 29MPLXMPLX LP0.48%$28.7M - 502K shares-125K
- 30UNHUnitedhealth Group Inc0.41%$24.4M - 90K shares-110K
- 31Deutsche BK AG0.13%$7.7M - 258K shares-2.9M
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.