KUJIRA WATCH / アパルーサ（Appaloosa LP）
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Appaloosa LP

アパルーサ
13F報告額 $7.7B
FIG. 01 — 上位保有銘柄（2026-06-30 時点）
AMZNAMAZON COM INC15.4%$1.2B
MUMICRON TECHNOLOGY INC14.6%$1.1B
TSMTAIWAN SEMICONDUCTOR MANUFAC10.2%$788.0M
GOOGALPHABET INC8.5%$653.7M
UBERUBER TECHNOLOGIES INC7.2%$555.2M
EWYISHARES INC6.3%$489.6M
METAMETA PLATFORMS INC4.9%$380.2M
VSTVISTRA CORP4.5%$351.4M
NVDANVIDIA CORPORATION4.0%$305.1M
NRGNRG ENERGY INC3.3%$257.1M
AAPLAPPLE INC3.1%$241.6M
BABAALIBABA GROUP HLDG LTD2.5%$192.0M
増加・新規
GTGOODYEAR TIRE & RUBR CONEW
AAPLAPPLE INCNEW
BABOEING CONEW
AALAMERICAN AIRLINES GROUP INCNEW
CRWVCOREWEAVE INCNEW
AVGOBROADCOM INCNEW
SPCXSPACE EXPLORATION TECHN CORPNEW
BRK/BBERKSHIRE HATHAWAY INC DELNEW
BIDUBAIDU INC+87.11%
METAMETA PLATFORMS INC+54.64%
減少・売却
DEUTSCHE BK AGEXITED
JDJD.COM INCEXITED
LYFTLYFT INCEXITED
MSFTMICROSOFT CORPEXITED
KWEBKRANESHARES TRUSTEXITED
UNHUNITEDHEALTH GROUP INCEXITED
SNDKSANDISK CORPEXITED
GLWCORNING INCEXITED
PDDPDD HOLDINGS INCEXITED
LHXL3HARRIS TECHNOLOGIES INCEXITED
この投資家の直近13D提出 — KUJIRA WATCH 13Dで全件
2026-03-03新規Whirlpool Corp4.9%