Appaloosa 13F filings

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

Intel Corporation Corp

6,775,000 sh

6,775,000 sh
NEW

$226,556

QUALCOMM Inc.

1,850,000 sh

1,850,000 sh
NEW

$220,224

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

1,775,000 sh

1,775,000 sh
NEW

$179,133

BAIDU INC SPON ADR REP A

1,275,000 sh

1,275,000 sh
NEW

$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

Broadcom Inc

120,000 sh

120,000 sh
NEW

$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

Micron Technology Inc

1,400,000 sh

1,400,000 sh
NEW

$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

JD.COM INC SPON ADR CL A

1,875,000 sh

1,875,000 sh
NEW

$63,994

Synopsys Inc

145,000 sh

145,000 sh
NEW

$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

PINDUODUO INC SPONSORED ADS

750,000 sh

750,000 sh
NEW

$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

KRANESHARES TR CSI CHI INTERNET

1,600,000 sh

1,600,000 sh
NEW

$43,088

ISHARES TR CHINA LG-CAP ETF

1,500,000 sh

1,500,000 sh
NEW

$40,785

Arista Networks Inc

250,000 sh

250,000 sh
NEW

$40,515

Southwestern Energy Co.

4,800,000 sh

4,800,000 sh
NEW

$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

Appaloosa 13F filings

Holdings as of 2023-06-30