{
 "manager": "Appaloosa",
 "page": "https://www.moatshark.com/m/appaloosa",
 "form": "13F-HR",
 "period": "2026-06-30",
 "filed": "2026-08-14",
 "previous_period": "2026-03-31",
 "filing_url": "https://www.sec.gov/Archives/edgar/data/1656456/000165645626000003/0001656456-26-000003-index.htm",
 "total_value_usd": 7725383349,
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holdings": [
  {
   "company": "Amazon.com",
   "ticker": "AMZN",
   "moatshark_slug": "amzn",
   "sector": "Consumer discretionary",
   "value_usd": 1191700000,
   "shares": 5000000,
   "portfolio_pct": 15.43,
   "previous_pct": 15.16,
   "change": "ADD",
   "share_change_pct": 15.7,
   "quarters_held": 30
  },
  {
   "company": "Micron Technology",
   "ticker": "MU",
   "moatshark_slug": "mu",
   "sector": "Technology",
   "value_usd": 1125432750,
   "shares": 975000,
   "portfolio_pct": 14.57,
   "previous_pct": 9.48,
   "change": "REDUCE",
   "share_change_pct": -41.4,
   "quarters_held": 13
  },
  {
   "company": "Taiwan Semiconductor Manufacturing",
   "ticker": "TSM",
   "moatshark_slug": "tsm",
   "sector": "Technology",
   "value_usd": 787990500,
   "shares": 1650000,
   "portfolio_pct": 10.2,
   "previous_pct": 7.56,
   "change": "ADD",
   "share_change_pct": 24.3,
   "quarters_held": 13
  },
  {
   "company": "Alphabet",
   "ticker": "GOOG",
   "moatshark_slug": "goog",
   "sector": "Communication and media",
   "value_usd": 653660500,
   "shares": 1850000,
   "portfolio_pct": 8.46,
   "previous_pct": 8.38,
   "change": "ADD",
   "share_change_pct": 6.8,
   "quarters_held": 43
  },
  {
   "company": "Uber Technologies",
   "ticker": "UBER",
   "moatshark_slug": "uber",
   "sector": "Industrials",
   "value_usd": 555204163,
   "shares": 7694071,
   "portfolio_pct": 7.19,
   "previous_pct": 7.68,
   "change": "ADD",
   "share_change_pct": 21.5,
   "quarters_held": 21
  },
  {
   "company": "Ishares",
   "ticker": "EWC",
   "moatshark_slug": "ewc",
   "sector": null,
   "value_usd": 489607500,
   "shares": 2425000,
   "portfolio_pct": 6.34,
   "previous_pct": 4.98,
   "change": "ADD",
   "share_change_pct": 1,
   "quarters_held": 3
  },
  {
   "company": "Meta Platforms",
   "ticker": "META",
   "moatshark_slug": "meta",
   "sector": "Communication and media",
   "value_usd": 380220750,
   "shares": 675000,
   "portfolio_pct": 4.92,
   "previous_pct": 4.21,
   "change": "ADD",
   "share_change_pct": 54.6,
   "quarters_held": 40
  },
  {
   "company": "Vistra",
   "ticker": "VST",
   "moatshark_slug": "vst",
   "sector": "Utilities",
   "value_usd": 351408597,
   "shares": 2215272,
   "portfolio_pct": 4.55,
   "previous_pct": 5.12,
   "change": "ADD",
   "share_change_pct": 9.5,
   "quarters_held": 8
  },
  {
   "company": "NVIDIA",
   "ticker": "NVDA",
   "moatshark_slug": "nvda",
   "sector": "Technology",
   "value_usd": 305137250,
   "shares": 1525000,
   "portfolio_pct": 3.95,
   "previous_pct": 4.33,
   "change": "ADD",
   "share_change_pct": 3.6,
   "quarters_held": 14
  },
  {
   "company": "NRG Energy",
   "ticker": "NRG",
   "moatshark_slug": "nrg",
   "sector": "Utilities",
   "value_usd": 257065600,
   "shares": 1760000,
   "portfolio_pct": 3.33,
   "previous_pct": 4.27,
   "change": "ADD",
   "share_change_pct": 1.5,
   "quarters_held": 8
  },
  {
   "company": "Alibaba Group Holding",
   "ticker": "BABA",
   "moatshark_slug": "baba",
   "sector": "Consumer discretionary",
   "value_usd": 191960000,
   "shares": 2000000,
   "portfolio_pct": 2.48,
   "previous_pct": 7.33,
   "change": "REDUCE",
   "share_change_pct": -42.3,
   "quarters_held": 17
  },
  {
   "company": "Boeing",
   "ticker": "BA",
   "moatshark_slug": "ba",
   "sector": "Industrials",
   "value_usd": 173176000,
   "shares": 800000,
   "portfolio_pct": 2.24,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Lam Research",
   "ticker": "LRCX",
   "moatshark_slug": "lrcx",
   "sector": "Industrials",
   "value_usd": 165748725,
   "shares": 382500,
   "portfolio_pct": 2.15,
   "previous_pct": 1.38,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 7
  },
  {
   "company": "Baidu",
   "ticker": "BIDU",
   "moatshark_slug": "bidu",
   "sector": "Communication and media",
   "value_usd": 148005550,
   "shares": 1295000,
   "portfolio_pct": 1.92,
   "previous_pct": 1.3,
   "change": "ADD",
   "share_change_pct": 87.1,
   "quarters_held": 13
  },
  {
   "company": "American Airlines Group",
   "ticker": "AAL",
   "moatshark_slug": "aal",
   "sector": "Industrials",
   "value_usd": 135525000,
   "shares": 7500000,
   "portfolio_pct": 1.75,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Advanced Micro Devices",
   "ticker": "AMD",
   "moatshark_slug": "amd",
   "sector": "Technology",
   "value_usd": 114729725,
   "shares": 197500,
   "portfolio_pct": 1.49,
   "previous_pct": 0.76,
   "change": "REDUCE",
   "share_change_pct": -10.8,
   "quarters_held": 4
  },
  {
   "company": "Coreweave",
   "ticker": "CRWV",
   "moatshark_slug": "crwv",
   "sector": "Technology",
   "value_usd": 107328806,
   "shares": 1078248,
   "portfolio_pct": 1.39,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "ASML Holding",
   "ticker": "ASML",
   "moatshark_slug": "asml",
   "sector": "Industrials",
   "value_usd": 99472000,
   "shares": 50000,
   "portfolio_pct": 1.29,
   "previous_pct": 1.1,
   "change": "ADD",
   "share_change_pct": 1,
   "quarters_held": 13
  },
  {
   "company": "Broadcom",
   "ticker": "AVGO",
   "moatshark_slug": "avgo",
   "sector": "Technology",
   "value_usd": 56662500,
   "shares": 150000,
   "portfolio_pct": 0.73,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Qualcomm",
   "ticker": "QCOM",
   "moatshark_slug": "qcom",
   "sector": "Technology",
   "value_usd": 46197500,
   "shares": 250000,
   "portfolio_pct": 0.6,
   "previous_pct": 1.08,
   "change": "REDUCE",
   "share_change_pct": -49.9,
   "quarters_held": 13
  },
  {
   "company": "Space Exploration Technologies",
   "ticker": "SPCX",
   "moatshark_slug": "spcx",
   "sector": "Technology",
   "value_usd": 38443500,
   "shares": 225000,
   "portfolio_pct": 0.5,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Energy Transfer LP",
   "ticker": "ET",
   "moatshark_slug": "et",
   "sector": "Utilities",
   "value_usd": 30135510,
   "shares": 1576125,
   "portfolio_pct": 0.39,
   "previous_pct": 0.51,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 37
  },
  {
   "company": "Mplx",
   "ticker": "MPLX",
   "moatshark_slug": "mplx",
   "sector": "Industrials",
   "value_usd": 28303572,
   "shares": 502460,
   "portfolio_pct": 0.37,
   "previous_pct": 0.48,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 23
  },
  {
   "company": "Whirlpool",
   "ticker": "WHR",
   "moatshark_slug": "whr",
   "sector": "Consumer discretionary",
   "value_usd": 28185300,
   "shares": 715000,
   "portfolio_pct": 0.36,
   "previous_pct": 1.77,
   "change": "REDUCE",
   "share_change_pct": -63.3,
   "quarters_held": 5
  },
  {
   "company": "Goodyear Tire & Rubber",
   "ticker": "GT",
   "moatshark_slug": "gt",
   "sector": "Other",
   "value_usd": 9956701,
   "shares": 1508591,
   "portfolio_pct": 0.13,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Sandisk",
   "ticker": "SNDK",
   "moatshark_slug": "sndk",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 3.01,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Corning",
   "ticker": "GLW",
   "moatshark_slug": "glw",
   "sector": "Materials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 2.59,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 6
  },
  {
   "company": "PDD Holdings",
   "ticker": "PDD",
   "moatshark_slug": "pdd",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 1.55,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 12
  },
  {
   "company": "L3harris Technologies",
   "ticker": "LHX",
   "moatshark_slug": "lhx",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 1.15,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 5
  },
  {
   "company": "RTX",
   "ticker": "RTX",
   "moatshark_slug": "rtx",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 1.11,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 4
  },
  {
   "company": "Ball",
   "ticker": "BALL",
   "moatshark_slug": "ball",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.83,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 2
  },
  {
   "company": "JD.com",
   "ticker": "JD",
   "moatshark_slug": "jd",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.65,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 9
  },
  {
   "company": "Lyft",
   "ticker": "LYFT",
   "moatshark_slug": "lyft",
   "sector": "Industrials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.61,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 9
  },
  {
   "company": "Microsoft",
   "ticker": "MSFT",
   "moatshark_slug": "msft",
   "sector": "Technology",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.56,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 25
  },
  {
   "company": "Kraneshares Trust",
   "ticker": "KRBN",
   "moatshark_slug": "krbn",
   "sector": null,
   "value_usd": 0,
   "shares": 0,
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   "previous_pct": 0.52,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 9
  },
  {
   "company": "UnitedHealth Group",
   "ticker": "UNH",
   "moatshark_slug": "unh",
   "sector": "Health care",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.41,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 37
  },
  {
   "company": "Deutsche Bank Aktiengesellschaft",
   "ticker": "DB",
   "moatshark_slug": "db",
   "sector": "Financials",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 0.13,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 5
  }
 ]
}