Appaloosa LP
David Tepper · As of Q1 2019 · filed May 15, 2019
| MU MICRON TECHNOLOGY INC | 22.8% | Added +20.3% | 19,250,000 | $795.6M |
| ACTEUR ALLERGAN PLC | 13.2% | Added +172.5% | 3,133,864 | $458.8M |
| PCG P G & E CORP | 11.8% | Added +257.2% | 23,099,000 | $411.2M |
| META META PLATFORMS INC-CLASS A | 9.6% | Added +40.4% | 2,000,000 | $333.4M |
| AMZN AMAZON.COM INC | 8.4% | New | 165,000 | $293.8M |
| AABAUSD ALTABA INC | 5.0% | Added +0.2% | 2,350,000 | $174.2M |
| GOOG ALPHABET INC-CL C | 4.9% | Reduced −0.4% | 145,000 | $170.1M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 3.7% | New | 700,000 | $127.7M |
| CZREUR CAESARS ENTERTAINMENT CORP | 3.4% | Added +3.6% | 13,747,240 | $119.5M |
| ET ENERGY TRANSFER LP | 3.0% | Reduced −13.2% | 6,697,763 | $102.9M |
| AMLPUSD ALERIAN MLP ETF | 2.2% | Added +6.1% | 7,500,000 | $75.2M |
| TMUS T-MOBILE US INC | 1.8% | Reduced −13.4% | 899,548 | $62.2M |
| UNH UNITEDHEALTH GROUP INC | 1.8% | Held | 250,000 | $61.8M |
| VST VISTRA CORP | 1.7% | Reduced −10.7% | 2,260,970 | $58.9M |
| BABA CALL ALIBABA GROUP HOLDING-SP ADR | 1.6% | New | 300,000 | $54.7M |
| LNG CHENIERE ENERGY INC | 1.1% | Held | 586,655 | $40.1M |
| CZR 5 10/01/24 PRN CAESARS HOLDINGS INC | 1.0% | Held | 24,408,230 | $35.4M |
| CRM SALESFORCE INC | 0.9% | New | 200,000 | $31.7M |
| ADBE ADOBE INC | 0.8% | New | 100,000 | $26.6M |
| COOP MR COOPER GROUP INC | 0.7% | Reduced −36.4% | 2,610,000 | $25.0M |
| CWEN CLEARWAY ENERGY INC-C | 0.4% | New | 850,000 | $12.8M |
| XLE SS ENERGY SELECT SECTOR | 0.2% | New | 100,000 | $6.6M |
| XOPUSD SPDR S&P OIL & GAS EXP & PR | 0.2% | New | 200,000 | $6.1M |
| NY4B CLEARWAY ENERGY INC-A | 0.1% | New | 250,000 | $3.6M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ABYEUR ATLANTICA SUSTAINABLE INFRAS | 2,997,642 | $58.8M |
| ALL ALLSTATE CORP | 607,912 | $50.2M |
| TERPEUR TERRAFORM POWER INC - A | 2,681,843 | $30.1M |
| NRG NRG ENERGY INC | 460,969 | $18.3M |
| WFC WELLS FARGO & CO | 300,000 | $13.8M |
| KMT KENNAMETAL INC | 195,709 | $6.5M |
| PLATFORM SPECIALTY PRODS COR | 264,723 | $2.7M |
| BAC BANK OF AMERICA CORP | 25,000 | $616K |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.