Appaloosa LP
David Tepper · As of Q3 2024 · filed Nov 14, 2024
| BABA ALIBABA GROUP HOLDING-SP ADR | 15.8% | Reduced −4.8% | 10,000,000 | $1.06B |
| PDD PDD HOLDINGS INC | 10.6% | Added +173.3% | 5,301,132 | $714.6M |
| AMZN AMAZON.COM INC | 8.9% | Reduced −7.9% | 3,200,000 | $596.3M |
| MSFT MICROSOFT CORP | 6.2% | Reduced −17.9% | 970,000 | $417.4M |
| META META PLATFORMS INC-CLASS A | 5.3% | Reduced −33.2% | 625,000 | $357.8M |
| GOOG ALPHABET INC-CL C | 4.7% | Reduced −2.2% | 1,881,964 | $314.6M |
| JD JD.COM INC-ADR | 4.3% | Added +69.3% | 7,300,000 | $292.0M |
| ORCL ORACLE CORP | 4.0% | Reduced −21.3% | 1,573,394 | $268.1M |
| LYFT LYFT INC-A | 3.0% | Added +97.8% | 15,750,000 | $200.8M |
| AMD ADVANCED MICRO DEVICES | 2.8% | Reduced −17.2% | 1,135,000 | $186.2M |
| FXI ISHARES CHINA LARGE-CAP ETF | 2.8% | Reduced −15.9% | 5,835,000 | $185.4M |
| VST VISTRA CORP | 2.2% | New | 1,270,388 | $150.6M |
| BIDU BAIDU INC - SPON ADR | 2.2% | Reduced −14.4% | 1,425,000 | $150.0M |
| QCOM QUALCOMM INC | 2.0% | Reduced −4.8% | 800,000 | $136.0M |
| KWEB KRANESH CSI CHINA INTERNET | 1.9% | Reduced −16.1% | 3,765,000 | $128.1M |
| ET ENERGY TRANSFER LP | 1.6% | Reduced −11.4% | 6,828,000 | $109.6M |
| MU MICRON TECHNOLOGY INC | 1.6% | Reduced −10.6% | 1,050,000 | $108.9M |
| UBER UBER TECHNOLOGIES INC | 1.6% | Reduced −6.0% | 1,410,000 | $106.0M |
| ADBE ADOBE INC | 1.5% | Reduced −44.4% | 200,000 | $103.6M |
| FDX FEDEX CORP | 1.5% | Reduced −31.8% | 375,000 | $102.6M |
| UNH UNITEDHEALTH GROUP INC | 1.5% | Reduced −5.7% | 174,500 | $102.0M |
| NRG NRG ENERGY INC | 1.4% | New | 999,820 | $91.1M |
| CZR CAESARS ENTERTAINMENT INC | 1.3% | Reduced −2.3% | 2,150,000 | $89.7M |
| LRCXEUR LAM RESEARCH CORP | 1.2% | Reduced −8.3% | 100,000 | $81.6M |
| LVS LAS VEGAS SANDS CORP | 1.1% | New | 1,528,323 | $76.9M |
| WYNN WYNN RESORTS LTD | 1.1% | New | 800,000 | $76.7M |
| NVDA NVIDIA CORP | 1.1% | Reduced −9.4% | 625,000 | $75.9M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 1.0% | Reduced −13.0% | 400,000 | $69.5M |
| EQT EQT CORP | 1.0% | Reduced −5.8% | 1,795,000 | $65.8M |
| ASML ASML HOLDING NV-NY REG SHS | 1.0% | Reduced −11.4% | 77,500 | $64.6M |
| INTC INTEL CORP | 0.9% | Reduced −10.1% | 2,500,000 | $58.6M |
| AR ANTERO RESOURCES CORP | 0.7% | Reduced −5.7% | 1,745,000 | $50.0M |
| BEKE KE HOLDINGS INC-ADR | 0.6% | Added +4.3% | 2,175,000 | $43.3M |
| SW5 SOUTHWESTERN ENERGY CO | 0.4% | Reduced −5.9% | 4,180,000 | $29.7M |
| MPLX MPLX LP | 0.4% | Reduced −5.4% | 578,500 | $25.7M |
| EXEEZ CHESAPEAKE ENERGY -CW26 | 0.3% | Held | 250,000 | $17.4M |
| EXE EXPAND ENERGY CORP | 0.2% | Reduced −12.2% | 165,000 | $13.6M |
| EXEEL CHESAPEAKE ENERGY CORP -CW26 | 0.1% | Held | 150,000 | $9.9M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| UPS UNITED PARCEL SERVICE-CL B | 605,000 | $82.8M |
| BA BOEING CO | 210,000 | $38.2M |
| M MACY'S INC | 1,265,000 | $24.3M |
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.