单一明星管理人的 13F-HR 档案页：最新季前十大持仓与季度调仓帧差，/institutions 分类目录的静态下钻页。法定强制披露、公共域、申报日 PIT、季度节奏；仅展示层，非研究 claim。
独立佐证 · 单一管理人 13F 档案
Appaloosa LP
Appaloosa（泰珀）价值SEC EDGAR 13F-HR · 2026-10-16SEC 13F-HR · EDGAR · filed-date PIT · 季度 · 公共域 · 申报日 2026-08-14
EDGAR 13F-HR 申报历史持仓数
27
申报总市值
$7.7B
最新申报季
2026-06-30
| # | 发行人 | 市值 | 股数 | 占比 |
|---|---|---|---|---|
| 1 | AMAZON COM INC | $1.2B | 5.0M | 15.43% |
| 2 | MICRON TECHNOLOGY INC | $1.1B | 975K | 14.57% |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | $788.0M | 1.6M | 10.20% |
| 4 | ALPHABET INC | $653.7M | 1.9M | 8.46% |
| 5 | UBER TECHNOLOGIES INC | $555.2M | 7.7M | 7.19% |
| 6 | ISHARES INC | $489.6M | 2.4M | 6.34% |
| 7 | META PLATFORMS INC | $380.2M | 675K | 4.92% |
| 8 | VISTRA CORP | $351.4M | 2.2M | 4.55% |
| 9 | NVIDIA CORPORATION | $305.1M | 1.5M | 3.95% |
| 10 | NRG ENERGY INC | $257.1M | 1.8M | 3.33% |
| 11 | APPLE INC看跌期权 | $241.6M | 835K | 3.13% |
| 12 | ALIBABA GROUP HLDG LTD | $192.0M | 2.0M | 2.48% |
| 13 | BOEING CO | $173.2M | 800K | 2.24% |
| 14 | LAM RESEARCH CORP | $165.7M | 383K | 2.15% |
| 15 | BAIDU INC | $148.0M | 1.3M | 1.92% |
| 16 | AMERICAN AIRLINES GROUP INC | $135.5M | 7.5M | 1.75% |
| 17 | ADVANCED MICRO DEVICES INC | $114.7M | 198K | 1.49% |
| 18 | COREWEAVE INC | $107.3M | 1.1M | 1.39% |
| 19 | ASML HLDG NV | $99.5M | 50K | 1.29% |
| 20 | BROADCOM INC | $56.7M | 150K | 0.73% |
| 21 | QUALCOMM INC | $46.2M | 250K | 0.60% |
| 22 | SPACE EXPLORATION TECHN CORP | $38.4M | 225K | 0.50% |
| 23 | ENERGY TRANSFER L P | $30.1M | 1.6M | 0.39% |
| 24 | MPLX LP | $28.3M | 502K | 0.37% |
| 25 | WHIRLPOOL CORP | $28.2M | 715K | 0.36% |
| 26 | BERKSHIRE HATHAWAY INC DEL看跌期权 | $12.5M | 25K | 0.16% |
| 27 | GOODYEAR TIRE & RUBR CO | $10.0M | 1.5M | 0.13% |
前 6 大集中度 · 62%
占比按本页可见持仓（前 ≤50 大）市值合计计算。
SEC Form 13F-HR quarterly institutional holdings — the legally mandated public report (public domain, 17 U.S.C. §105) every institutional manager with >=US$100M discretion must file within 45 days of quarter-end. Panel shows a bounded curated subset of star managers (CIKs verified against EDGAR submissions JSON; registry re-verified on each admission, latest 2026-08-28; candidates not verifiable as actively filing — e.g. Scion, Greenlight, Omega Advisors, Pabrai — were honestly dropped), latest quarter top-10 holdings plus quarter-over-quarter frame diff (new/increased/reduced/exited on share counts, with a whole-USD value delta = current − prior quarter as-filed value; full position value on new/exited, and on increased/reduced the value sign may oppose the share move — price drift). Values are as filed in the EDGAR 2014+ information-table XML (whole USD — the 'expressed in thousands' note is the legacy HTML rendering); same-(CUSIP, class, option) tranches merged into one position; shares as filed (SH lines; option lines flagged PUT/CALL). Filing-date point-in-time; amendments supersede (latest filing per report quarter wins). Issuer→ticker links are exact normalized-name matches (case/punctuation/apostrophes/legal suffixes) against the terminal's US stock universe and the SEC company_tickers snapshot (current, not as-of-filing; ambiguous multi-entity names dropped) — EDGAR infotables carry CUSIPs, not tickers, and as-filed abbreviations stay unmatched plain text. The value/growth/activist/macro/quant/china_background/other category tags are HUMAN-CURATED editorial metadata written in the fetch registry — they do NOT exist in any SEC data source. Display-only, not a research claim; NOT part of any OOS pipeline.
分类标签为人工策展的编辑部元数据（写死在抓取清单里），非 SEC 数据源字段。