Appaloosa LP
David Tepper · As of Q4 2024 · filed Feb 10, 2025
| BABA ALIBABA GROUP HOLDING-SP ADR | 15.5% | Added +18.4% | 11,843,158 | $1.00B |
| AMZN AMAZON.COM INC | 8.8% | Reduced −18.8% | 2,600,000 | $570.4M |
| PDD PDD HOLDINGS INC | 8.0% | Added +1.0% | 5,356,132 | $519.5M |
| MSFT MICROSOFT CORP | 6.3% | Held | 970,000 | $408.9M |
| VST VISTRA CORP | 5.8% | Added +112.5% | 2,700,000 | $372.2M |
| JD JD.COM INC-ADR | 5.6% | Added +43.4% | 10,465,885 | $362.9M |
| GOOG ALPHABET INC-CL C | 5.5% | Reduced −0.0% | 1,881,963 | $358.4M |
| META META PLATFORMS INC-CLASS A | 4.4% | Reduced −21.6% | 490,000 | $286.9M |
| ORCL ORACLE CORP | 3.6% | Reduced −11.0% | 1,400,000 | $233.3M |
| FXI ISHARES CHINA LARGE-CAP ETF | 3.1% | Added +13.7% | 6,637,128 | $202.0M |
| LYFT LYFT INC-A | 2.7% | Reduced −14.3% | 13,500,000 | $174.2M |
| NRG NRG ENERGY INC | 2.5% | Added +81.5% | 1,815,000 | $163.7M |
| AMD ADVANCED MICRO DEVICES | 2.2% | Added +5.7% | 1,200,000 | $144.9M |
| KWEB KRANESH CSI CHINA INTERNET | 2.1% | Added +21.5% | 4,575,695 | $133.8M |
| BIDU BAIDU INC - SPON ADR | 2.0% | Added +7.2% | 1,527,909 | $128.8M |
| QCOM QUALCOMM INC | 1.9% | Held | 800,000 | $122.9M |
| ASML ASML HOLDING NV-NY REG SHS | 1.7% | Added +106.5% | 160,000 | $110.9M |
| MU MICRON TECHNOLOGY INC | 1.6% | Added +14.3% | 1,200,000 | $101.0M |
| FDX FEDEX CORP | 1.5% | Reduced −6.7% | 350,000 | $98.5M |
| ET ENERGY TRANSFER LP | 1.5% | Reduced −28.0% | 4,914,735 | $96.3M |
| NVDA NVIDIA CORP | 1.4% | Added +8.8% | 680,001 | $91.3M |
| UBER UBER TECHNOLOGIES INC | 1.4% | Added +6.4% | 1,500,000 | $90.5M |
| LRCX LAM RESEARCH CORP | 1.4% | New | 1,250,000 | $90.3M |
| UNH UNITEDHEALTH GROUP INC | 1.4% | Held | 174,500 | $88.3M |
| CZR CAESARS ENTERTAINMENT INC | 1.1% | Added +2.3% | 2,200,000 | $73.5M |
| GLW CORNING INC | 1.1% | New | 1,500,000 | $71.3M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 0.8% | Reduced −37.5% | 250,000 | $49.4M |
| BEKE KE HOLDINGS INC-ADR | 0.7% | Added +18.3% | 2,574,074 | $47.4M |
| LVS LAS VEGAS SANDS CORP | 0.7% | Reduced −41.1% | 900,000 | $46.2M |
| WYNN WYNN RESORTS LTD | 0.7% | Reduced −37.5% | 500,000 | $43.1M |
| EQT EQT CORP | 0.6% | Reduced −55.4% | 800,000 | $36.9M |
| AR ANTERO RESOURCES CORP | 0.5% | Reduced −51.9% | 840,000 | $29.4M |
| EXE EXPAND ENERGY CORP | 0.5% | Added +78.8% | 295,000 | $29.4M |
| MPLX MPLX LP | 0.4% | Held | 578,500 | $27.7M |
| EXEEZ CHESAPEAKE ENERGY -CW26 | 0.4% | Held | 250,000 | $22.7M |
| INTC INTEL CORP | 0.3% | Reduced −60.0% | 1,000,000 | $20.1M |
| EXEEL CHESAPEAKE ENERGY CORP -CW26 | 0.2% | Held | 150,000 | $12.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ADBE ADOBE INC | 200,000 | $103.6M |
| LRCXEUR LAM RESEARCH CORP | 100,000 | $81.6M |
| SW5 SOUTHWESTERN ENERGY CO | 4,180,000 | $29.7M |
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.