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Appaloosa 13F filings

Manager(s): David Tepper

Holdings as of 2023-06-30

Filed on 2023-08-14 under CIK 1656456

Company
Investment Type
Change
Value (x$1000)
increase or decrease
NVIDIA Corp.
1,020,000 sh
870,000 sh
580%
$431,480
$389,814
Meta Platforms, Inc.
1,502,500 sh
802,500 sh
115%
$431,187
$282,829
Microsoft Corp
1,240,000 sh
980,000 sh
377%
$422,270
$347,312
Amazon.com Inc
3,162,500 sh
1,162,500 sh
58%
$412,264
$205,684
ALIBABA GROUP HLDG LTD SPONSORED ADS
4,475,000 sh
4,375,000 sh
4375%
$372,991
$362,773
Uber Technologies Inc
7,150,000 sh
1,150,000 sh
19%
$308,666
$118,466
Alphabet Inc
2,310,000 sh
200,000 sh
9%
$279,441
$60,001
Advanced Micro Devices Inc
2,310,000 sh
2,310,000 sh
NEW
$263,132
$263,132
Intel Corporation Corp
6,775,000 sh
6,775,000 sh
NEW
$226,556
$226,556
QUALCOMM Inc.
1,850,000 sh
1,850,000 sh
NEW
$220,224
$220,224
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
1,775,000 sh
1,775,000 sh
NEW
$179,133
$179,133
BAIDU INC SPON ADR REP A
1,275,000 sh
1,275,000 sh
NEW
$174,560
$174,560
FedEx Corp.
650,000 sh
300,000 sh
86%
$161,135
$81,163
Energy Transfer LP
9,781,876 sh
-421,554 sh
-4%
$124,230
-$3,007
Marvell Technology Inc.
1,750,000 sh
1,750,000 sh
NEW
$104,615
$104,615
Broadcom Inc
120,000 sh
120,000 sh
NEW
$104,092
$104,092
UnitedHealth Group Inc
200,000 sh
50,000 sh
33%
$96,128
$25,239
Apple Inc
480,000 sh
480,000 sh
NEW
$93,106
$93,106
Micron Technology Inc
1,400,000 sh
1,400,000 sh
NEW
$88,354
$88,354
EQT Corp
2,060,000 sh
-490,000 sh
-19%
$84,728
$3,357
Macy's Inc.
5,000,000 sh
-1,000,000 sh
-17%
$80,250
-$24,690
Lam Research Corp
120,000 sh
120,000 sh
NEW
$77,143
$77,143
JD.COM INC SPON ADR CL A
1,875,000 sh
1,875,000 sh
NEW
$63,994
$63,994
Synopsys Inc
145,000 sh
145,000 sh
NEW
$63,134
$63,134
Caesars Entertainment Inc.
1,235,000 sh
810,000 sh
191%
$62,948
$42,204
ASML HOLDING N V N Y REGISTRY SHS
80,000 sh
80,000 sh
NEW
$57,980
$57,980
PINDUODUO INC SPONSORED ADS
750,000 sh
750,000 sh
NEW
$51,855
$51,855
Constellation Energy Corp
500,000 sh
-1,590,000 sh
-76%
$45,775
-$118,290
Antero Resources Corp
1,960,000 sh
685,000 sh
54%
$45,139
$15,699
Cadence Design Systems Inc
190,000 sh
190,000 sh
NEW
$44,559
$44,559
KRANESHARES TR CSI CHI INTERNET
1,600,000 sh
1,600,000 sh
NEW
$43,088
$43,088
ISHARES TR CHINA LG-CAP ETF
1,500,000 sh
1,500,000 sh
NEW
$40,785
$40,785
Arista Networks Inc
250,000 sh
250,000 sh
NEW
$40,515
$40,515
Southwestern Energy Co.
4,800,000 sh
4,800,000 sh
NEW
$28,848
$28,848
CHESAPEAKE ENERGY CORP *W EXP 99/99/999
250,000 sh
 
$18,670
Chesapeake Energy Corp
203,000 sh
-50,055 sh
-20%
$16,987
-$2,255
Enterprise Products Partners LP
495,980 sh
-22,000 sh
-4%
$13,069
-$347
CHESAPEAKE ENERGY CORP *W EXP 03/01/202
150,000 sh
 
$9,981
MPLX LP
182,325 sh
-10,000 sh
-5%
$6,188
-$438
Salesforce.com Inc
0 sh
-290,000 sh
-100%
$0
-$57,936
SELECT SECTOR SPDR TR SBI INT-FINL

Put options for 0 sh
-1,316,800 sh
-100%
$0
-$42,335
HCA Healthcare Inc.
0 sh
-142,500 sh
-100%
$0
-$37,574
Tesla Inc
0 sh
-150,000 sh
-100%
$0
-$31,119
Walt Disney Co.
0 sh
-300,000 sh
-100%
$0
-$30,039
ARK ETF TR INNOVATION ETF
0 sh
-500,000 sh
-100%
$0
-$20,170
Match Group Inc
0 sh
-525,000 sh
-100%
$0
-$20,155
Sysco Corp
0 sh
-150,000 sh
-100%
$0
-$11,585
ALPS ETF TR ALERIAN MLP
0 sh
-204,000 sh
-100%
$0
-$7,885