APPALOOSA LP
Short Hills NJ · SEC CIK 0001656456
$77.25亿2026Q2 申报市值
27持仓数
78.9%前十大占比 · 第一大 15.4%
6 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BA 新建仓+$1.73亿
AMZN 加仓+$1.62亿
TSM 加仓+$1.54亿
META 加仓+$1.34亿
CRWV 新建仓+$1.07亿
2026Q2 卖出最多 按季末市值估算
MU 减仓-$7.96亿
SNDK 清仓-$1.79亿
GLW 清仓-$1.54亿
BABA 减仓-$1.41亿
AAL 重新持有-$1.20亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -281,250 | -100.0% | -$1.79亿 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -1,129,500 | -100.0% | -$1.54亿 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -900,000 | -100.0% | -$9,196.20万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -198,000 | -100.0% | -$6,833.97万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -342,000 | -100.0% | -$6,597.18万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -837,000 | -100.0% | -$4,947.51万 | 清仓 |
| JD | JD.COM INC | $0 | 0.00% | 0 | -1,305,000 | -100.0% | -$3,858.89万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -2,700,000 | -100.0% | -$3,591.00万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -90,000 | -100.0% | -$3,331.53万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -1,080,000 | -100.0% | -$3,070.44万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -90,000 | -100.0% | -$2,435.31万 | 清仓 |
| DB | DEUTSCHE BK AG | $0 | 0.00% | 0 | -257,616 | -100.0% | -$767.18万 | 清仓 |
| GT | GOODYEAR TIRE & RUBR CO | $995.67万 | 0.13% | 1,508,591 | -991,409 | -39.7% | -$654.33万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看跌期权 | $1,250.97万 | 0.16% | 25,000 | 25,000 | — | $1,250.97万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $2,818.53万 | 0.36% | 715,000 | -1,235,000 | -63.3% | -$4,868.37万 | 减仓 |
| MPLX | MPLX LP | $2,830.36万 | 0.37% | 502,460 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $3,013.55万 | 0.39% | 1,576,125 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3,844.35万 | 0.50% | 225,000 | 225,000 | — | $3,844.35万 | 新建仓 |
| QCOM | QUALCOMM INC | $4,619.75万 | 0.60% | 250,000 | -248,613 | -49.9% | -$4,594.12万 | 减仓 |
| AVGO | BROADCOM INC | $5,666.25万 | 0.73% | 150,000 | 150,000 | — | $5,666.25万 | 新建仓 |
| ASML | ASML HLDG NV | $9,947.20万 | 1.29% | 50,000 | 500 | 1.0% | $99.47万 | 加仓 |
| CRWV | COREWEAVE INC | $1.07亿 | 1.39% | 1,078,248 | 1,078,248 | — | $1.07亿 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.15亿 | 1.49% | 197,500 | -23,900 | -10.8% | -$1,388.37万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $1.36亿 | 1.75% | 7,500,000 | -6,650,000 | -47.0% | -$1.20亿 | 重新持有 |
| BIDU | BAIDU INC | $1.48亿 | 1.92% | 1,295,000 | 602,900 | 87.1% | $6,890.54万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.66亿 | 2.15% | 382,500 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $1.73亿 | 2.24% | 800,000 | 800,000 | — | $1.73亿 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1.92亿 | 2.48% | 2,000,000 | -1,465,000 | -42.3% | -$1.41亿 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $2.42亿 | 3.13% | 835,000 | 835,000 | — | $2.42亿 | 新建仓 |
| NRG | NRG ENERGY INC | $2.57亿 | 3.33% | 1,760,000 | 25,558 | 1.5% | $373.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.05亿 | 3.95% | 1,525,000 | 53,500 | 3.6% | $1,070.48万 | 加仓 |
| VST | VISTRA CORP | $3.51亿 | 4.55% | 2,215,272 | 192,940 | 9.5% | $3,060.61万 | 加仓 |
| META | META PLATFORMS INC | $3.80亿 | 4.92% | 675,000 | 238,500 | 54.6% | $1.34亿 | 加仓 |
| EWY | ISHARES INC | $4.90亿 | 6.34% | 2,425,000 | 25,000 | 1.0% | $504.75万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $5.55亿 | 7.19% | 7,694,071 | 1,361,351 | 21.5% | $9,823.51万 | 加仓 |
| GOOG | ALPHABET INC | $6.54亿 | 8.46% | 1,850,000 | 117,300 | 6.8% | $4,144.56万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.88亿 | 10.20% | 1,650,000 | 322,500 | 24.3% | $1.54亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $11.25亿 | 14.57% | 975,000 | -690,000 | -41.4% | -$7.96亿 | 减仓 |
| AMZN | AMAZON COM INC | $11.92亿 | 15.43% | 5,000,000 | 680,000 | 15.7% | $1.62亿 | 加仓 |