Appaloosa Management Q2 2026 13F: largest position changes泰珀 (Appaloosa Management) 2026年Q2 13F：重点持仓变化

📊 13F持仓｜泰珀 (Appaloosa Management)

截至2026年6月30日｜美股多头市值 $7.7B

重点增持

• 加仓 +16%｜亚马逊 (AMZN)｜期末 $1.2B

• 加仓 +24%｜台积电 (TSM)｜期末 $788M

• 加仓 +21%｜优步 (UBER)｜期末 $555M

重点减持

• 减仓 -41%｜美光科技 (MU)｜期末 $563M

• 减仓 -42%｜阿里巴巴 (BABA)｜期末 $435M

• 清仓｜闪迪公司 (SNDK)｜上季 $179M

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | Appaloosa Management

as of 2026-06-30 | reported long value $7.7B

Largest additions

• Shares +16% | Amazon.com, Inc. (AMZN) | quarter-end $1.2B

• Shares +24% | Taiwan Semiconductor Manufactu… (TSM) | quarter-end $788M

• Shares +21% | Uber Technologies, Inc. (UBER) | quarter-end $555M

Largest reductions

• Shares -41% | Micron Technology, Inc. (MU) | quarter-end $563M

• Shares -42% | Alibaba Group Holding Limited (BABA) | quarter-end $435M

• Exited | Sandisk Corporation (SNDK) | prior-quarter $179M

Note: 13F is a delayed quarter-end holdings snapshot.