Appaloosa
Opportunistic, distressed
| Company | Weight | Value | Last quarter |
|---|---|---|---|
| AMZNAMAZON COM INC | 16.0% | $1.2B | Added +16% |
| MUMICRON TECHNOLOGY INC | 15.1% | $1.1B | Trimmed −41% |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 10.5% | $788M | Added +24% |
| GOOGLALPHABET INC | 8.7% | $654M | Added +7% |
| UBERUBER TECHNOLOGIES INC | 7.4% | $555M | Added +21% |
| GSGISHARES INC | 6.6% | $490M | Unchanged |
| METAMETA PLATFORMS INC | 5.1% | $380M | Added +55% |
| VSTVISTRA CORP | 4.7% | $351M | Added +10% |
| NVDANVIDIA CORPORATION | 4.1% | $305M | Added +4% |
| NRGNRG ENERGY INC | 3.4% | $257M | Unchanged |
| BABAALIBABA GROUP HLDG LTD | 2.6% | $192M | Trimmed −42% |
| BABOEING CO | 2.3% | $173M | New |
| LRCXLAM RESEARCH CORP | 2.2% | $166M | Unchanged |
| BIDUBAIDU INC | 2.0% | $148M | Added +87% |
| AALAMERICAN AIRLINES GROUP INC | 1.8% | $136M | New |
| AMDADVANCED MICRO DEVICES INC | 1.5% | $115M | Trimmed −11% |
| CRWVCOREWEAVE INC | 1.4% | $107M | New |
| ASMLASML HLDG NV | 1.3% | $99M | Unchanged |
| AVGOBROADCOM INC | 0.8% | $57M | New |
| QCOMQUALCOMM INC | 0.6% | $46M | Trimmed −50% |
| SPCXSPACE EXPLORATION TECHN CORP | 0.5% | $38M | New |
| ETENERGY TRANSFER L P | 0.4% | $30M | Unchanged |
| MPLXMPLX LP | 0.4% | $28M | Unchanged |
| WHRWHIRLPOOL CORP | 0.4% | $28M | Trimmed −63% |
| GTGOODYEAR TIRE & RUBR CO | 0.1% | $10M | New |