0001656456-26-000001.txt : 20260217 0001656456-26-000001.hdr.sgml : 20260217 20260217160001 ACCESSION NUMBER: 0001656456-26-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20251231 FILED AS OF DATE: 20260217 DATE AS OF CHANGE: 20260217 EFFECTIVENESS DATE: 20260217 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Appaloosa LP CENTRAL INDEX KEY: 0001656456 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17453 FILM NUMBER: 26640548 BUSINESS ADDRESS: STREET 1: 51 JOHN F. KENNEDY PKWY CITY: SHORT HILLS STATE: NJ ZIP: 07078 BUSINESS PHONE: 973-701-7000 MAIL ADDRESS: STREET 1: 51 JOHN F. KENNEDY PKWY CITY: SHORT HILLS STATE: NJ ZIP: 07078 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001656456 XXXXXXXX 12-31-2025 12-31-2025 APPALOOSA LP
51 John F. Kennedy Pkwy Short Hills NJ 07078
13F HOLDINGS REPORT 028-17453 Y The Value displayed in the attached table for MICRON TECHNOLOGY INC (595112103) assumes that the call option have been fully exercised. Accordingly, the Value displayed reflects the value of the underlying shares and not the value of the call option.
Michael L Palmer CFO 973-701-8429 Michael L Palmer Short Hills NJ 2-17-2026 0 39 6925020650
INFORMATION TABLE 2 Form13FInfoTable.xml APPALOOSA LP INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 69602000 325000 SH SOLE N/A 325000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 753117926 5137931 SH SOLE N/A 5137931 0 0 ALPHABET INC CAP STK CL C 02079K107 560738948 1786931 SH SOLE N/A 1786931 0 0 AMAZON COM INC COM 023135106 503047031 2179391 SH SOLE N/A 2179391 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 216919500 14150000 SH SOLE N/A 14150000 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 66866250 62500 SH SOLE N/A 62500 0 0 BAIDU INC SPON ADR REP A 056752108 75129500 575000 SH SOLE N/A 575000 0 0 BALL CORP COM 058498106 63564000 1200000 SH SOLE N/A 1200000 0 0 CORNING INC COM 219350105 137486712 1570200 SH SOLE N/A 1570200 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 32965000 475000 SH SOLE N/A 475000 0 0 DEUTSCHE BANK A G NAMEN AKT D18190898 121464000 3150000 SH SOLE N/A 3150000 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 36133713 2191250 SH SOLE N/A 2191250 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 21900000 2500000 SH SOLE N/A 2500000 0 0 IQVIA HLDGS INC COM 46266C105 63114800 280000 SH SOLE N/A 280000 0 0 ISHARES INC MSCI STH KOR ETF 464286772 182287500 1875000 SH SOLE N/A 1875000 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 41640375 1087500 SH SOLE N/A 1087500 0 0 JD.COM INC SPON ADS CL A 47215P106 119307220 4157046 SH SOLE N/A 4157046 0 0 KRANESHARES TRUST CSI CHI INTERNET 500767306 161737500 4750000 SH SOLE N/A 4750000 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 86603150 295000 SH SOLE N/A 295000 0 0 LAM RESEARCH CORP COM NEW 512807306 72751500 425000 SH SOLE N/A 425000 0 0 LYFT INC CL A COM 55087P104 73606000 3800000 SH SOLE N/A 3800000 0 0 META PLATFORMS INC CL A 30303M102 396054000 600000 SH SOLE N/A 600000 0 0 MICRON TECHNOLOGY INC COM 595112103 71352500 250000 SH Call SOLE N/A 250000 0 0 MICRON TECHNOLOGY INC COM 595112103 428115000 1500000 SH SOLE N/A 1500000 0 0 MICROSOFT CORP COM 594918104 241810000 500000 SH SOLE N/A 500000 0 0 MOHAWK INDS INC COM 608190104 73777500 675000 SH SOLE N/A 675000 0 0 MPLX LP COM UNIT REP LTD 55336V100 33489675 627500 SH SOLE N/A 627500 0 0 NRG ENERGY INC COM NEW 629377508 261153600 1640000 SH SOLE N/A 1640000 0 0 NVIDIA CORPORATION COM 67066G104 317050000 1700000 SH SOLE N/A 1700000 0 0 OWENS CORNING NEW COM 690742101 106314500 950000 SH SOLE N/A 950000 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 201267250 1775000 SH SOLE N/A 1775000 0 0 QUALCOMM INC COM 747525103 195852250 1145000 SH SOLE N/A 1145000 0 0 RTX CORPORATION COM 75513E101 91700000 500000 SH SOLE N/A 500000 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 343395700 1130000 SH SOLE N/A 1130000 0 0 UBER TECHNOLOGIES INC COM 90353T100 151163500 1850000 SH SOLE N/A 1850000 0 0 UNITED AIRLS HLDGS INC COM 910047109 51996300 465000 SH SOLE N/A 465000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 66022000 200000 SH SOLE N/A 200000 0 0 VISTRA CORP COM 92840M102 152456850 945000 SH SOLE N/A 945000 0 0 WHIRLPOOL CORP COM 963320106 282067400 3910000 SH SOLE N/A 3910000 0 0