Appaloosa LP
David Tepper · As of Q3 2025 · filed Nov 13, 2025
| BABA ALIBABA GROUP HOLDING-SP ADR | 15.6% | Reduced −8.7% | 6,450,000 | $1.15B |
| AMZN AMAZON.COM INC | 7.4% | Reduced −7.4% | 2,500,000 | $548.9M |
| WHR WHIRLPOOL CORP | 5.9% | Added +1967.0% | 5,500,000 | $432.3M |
| NVDA NVIDIA CORP | 4.8% | Added +8.6% | 1,900,000 | $354.5M |
| GOOG ALPHABET INC-CL C | 4.6% | Reduced −7.5% | 1,387,500 | $337.9M |
| KWEB KRANESH CSI CHINA INTERNET | 4.2% | Added +85.0% | 7,400,000 | $310.9M |
| NRG NRG ENERGY INC | 4.1% | Reduced −5.6% | 1,870,000 | $302.8M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 4.0% | Added +3.4% | 1,060,000 | $296.0M |
| META META PLATFORMS INC-CLASS A | 3.7% | Reduced −7.5% | 370,000 | $271.7M |
| VST VISTRA CORP | 3.3% | Reduced −30.8% | 1,245,000 | $243.9M |
| MSFT MICROSOFT CORP | 3.2% | Reduced −7.5% | 462,500 | $239.6M |
| PDD PDD HOLDINGS INC | 3.2% | Reduced −10.0% | 1,800,000 | $237.9M |
| UBER UBER TECHNOLOGIES INC | 3.2% | Reduced −12.5% | 2,406,983 | $235.8M |
| JD JD.COM INC-ADR | 2.9% | Reduced −11.1% | 6,225,000 | $217.8M |
| QCOM QUALCOMM INC | 2.8% | Added +255.7% | 1,245,000 | $207.1M |
| AMD ADVANCED MICRO DEVICES | 2.1% | New | 950,000 | $153.7M |
| BIDU BAIDU INC - SPON ADR | 1.9% | Added +67.2% | 1,045,000 | $137.7M |
| DB DEUTSCHE BANK AG-REGISTERED | 1.8% | Reduced −5.3% | 3,790,000 | $134.2M |
| GLW CORNING INC | 1.8% | Reduced −7.1% | 1,625,000 | $133.3M |
| LYFT LYFT INC-A | 1.7% | Reduced −30.0% | 5,600,000 | $123.3M |
| FISV FISERV INC | 1.6% | New | 925,000 | $119.3M |
| AAL AMERICAN AIRLINES GROUP INC | 1.4% | New | 9,250,000 | $104.0M |
| LHX L3HARRIS TECHNOLOGIES INC | 1.2% | Reduced −14.3% | 300,000 | $91.6M |
| RTX RTX CORP | 1.2% | Reduced −12.9% | 509,500 | $85.3M |
| ET ENERGY TRANSFER LP | 1.2% | Held | 4,957,235 | $85.1M |
| MU MICRON TECHNOLOGY INC | 1.1% | Reduced −39.4% | 500,000 | $83.7M |
| UNH UNITEDHEALTH GROUP INC | 1.0% | Reduced −91.7% | 203,500 | $70.3M |
| TFC TRUIST FINANCIAL CORP | 0.9% | New | 1,387,500 | $63.4M |
| ASML ASML HOLDING NV-NY REG SHS | 0.8% | Reduced −8.6% | 64,000 | $62.0M |
| CZR CAESARS ENTERTAINMENT INC | 0.8% | Held | 2,100,000 | $56.8M |
| IQV IQVIA HOLDINGS INC | 0.7% | Reduced −5.0% | 285,000 | $54.1M |
| LRCX LAM RESEARCH CORP | 0.7% | Reduced −7.5% | 370,000 | $49.5M |
| FXI ISHARES CHINA LARGE-CAP ETF | 0.6% | Added +11.0% | 1,110,000 | $45.7M |
| UAL UNITED AIRLINES HOLDINGS INC | 0.6% | Reduced −15.9% | 462,500 | $44.6M |
| GT GOODYEAR TIRE & RUBBER CO | 0.5% | Added +496.4% | 5,140,000 | $38.4M |
| KEY KEYCORP | 0.5% | New | 2,020,000 | $37.8M |
| CFG CITIZENS FINANCIAL GROUP | 0.4% | New | 600,000 | $31.9M |
| CMA COMERICA INC | 0.4% | New | 462,500 | $31.7M |
| XYZ BLOCK INC | 0.4% | Reduced −42.3% | 370,000 | $26.7M |
| MPLX MPLX LP | 0.4% | Reduced −7.5% | 535,000 | $26.7M |
| DAL DELTA AIR LINES INC | 0.4% | Reduced −15.9% | 462,500 | $26.2M |
| OC OWENS CORNING | 0.3% | New | 161,500 | $22.8M |
| MHK MOHAWK INDUSTRIES INC | 0.3% | Added +148.5% | 161,500 | $20.8M |
| WAL WESTERN ALLIANCE BANCORP | 0.2% | New | 195,000 | $16.9M |
| ZION ZIONS BANCORP NA | 0.2% | New | 285,000 | $16.1M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| INTC INTEL CORP | 8,000,000 | $179.2M |
| ORCL ORACLE CORP | 150,000 | $32.8M |
| BEKE KE HOLDINGS INC-ADR | 1,500,000 | $26.6M |
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.