Appaloosa 13F filings
Company
Investment Type
Change
Value (x$1000)
increase or decrease
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
1,650,000 sh
322,500 sh
24%
24%
$787,991
$339,362
ISHARES INC MSCI STH KOR ETF
2,425,000 sh
25,000 sh
1%
1%
$489,608
$194,384
NRG ENERGY INC COM NEW
1,760,000 sh
25,558 sh
1%
1%
$257,066
$3,595
ALIBABA GROUP HLDG LTD SPONSORED ADS
2,000,000 sh
-1,465,000 sh
-42%
-42%
$191,960
-$242,759
Lam Research COM
382,500 sh
$165,749
BAIDU INC SPON ADR REP A
1,295,000 sh
602,900 sh
87%
87%
$148,006
$70,892
COREWEAVE INC COM CL A
1,078,248 sh
1,078,248 sh
NEW
NEW
$107,329
$107,329
ASML HOLDING N V N Y REGISTRY SHS
50,000 sh
500 sh
1%
1%
$99,472
$34,091
SPACE EXPLORATION Common Stock
225,000 sh
225,000 sh
NEW
NEW
$38,444
$38,444
SANDISK CORP Common
0 sh
-281,250 sh
-100%
-100%
$0
-$178,689
PINDUODUO INC SPONSORED ADS
0 sh
-900,000 sh
-100%
-100%
$0
-$91,962
JD.COM INC SPON ADR CL A
0 sh
-1,305,000 sh
-100%
-100%
$0
-$38,589
KRANESHARES TR CSI CHI INTERNET
0 sh
-1,080,000 sh
-100%
-100%
$0
-$30,704
DEUTSCHE BANK AG NAMEN AKT
0 sh
-257,616 sh
-100%
-100%
$0
-$7,672
























