StockDriftsStockDriftsTop 31 Appaloosa Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 15.16% | 4.32M | $899.7M | +98.22%(+2.14M) | $170.75(+54.70%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 9.48% | 1.67M | $562.5M | +11.00%(+165.00K) | $191.99(+350.03%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 8.38% | 1.73M | $497.0M | -3.03%(-54.23K) | $121.93(+222.58%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 7.68% | 6.33M | $455.5M | +242.31%(+4.48M) | $69.84(+7.52%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.56% | 1.33M | $448.6M | +17.48%(+197.50K) | $202.14(+100.04%) | 2026-03-31 | |
| BABA | ALIBABA GROUP HLDG LTD | 7.33% | 3.46M | $434.7M | -32.56%(-1.67M) | $83.98(+57.89%) | 2026-03-31 | |
| VST | VISTRA CORP | 5.12% | 2.02M | $304.0M | +114.00%(+1.08M) | $137.22(+1.79%) | 2026-03-31 | |
| EWY | ISHARES INC | 4.98% | 2.40M | $295.2M | +28.00%(+525.00K) | $93.35(+91.59%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.33% | 1.47M | $256.6M | -13.44%(-228.50K) | $122.14(+84.48%) | 2026-03-31 | |
| NRG | NRG ENERGY INC | 4.27% | 1.73M | $253.5M | +5.76%(+94.44K) | $91.42(+39.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +30.51% | +122.27% |
| Top 20 Holdings Unweighted | +26.98% | +104.75% |
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