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Appaloosa LP 13F filings

Manager(s): David Tepper

Holdings as of 2020-12-31

Filed on 2021-02-16 under CIK 1656456

Company
Investment Type
Change
Value (x$1000)
increase or decrease
T MOBILE US INC
4,905,000 sh
-310,000 sh
-6%
$661,439
$65,052
AMAZON COM INC
197,700 sh
56,200 sh
40%
$643,895
$198,350
MICRON TECHNOLOGY INC
8,000,000 sh
-4,250,000 sh
-35%
$601,440
$26,180
Facebook, Inc.
2,011,000 sh
243,500 sh
14%
$549,325
$86,417
PG&E CORP COM
42,370,317 sh
-38,404,740 sh
-48%
$527,934
-$230,544
Alphabet Inc., Cl. C
254,500 sh
-3,000 sh
-1%
$445,853
$67,431
ALIBABA GROUP HLDG LTD SPONSORED ADS
1,900,000 sh
-320,000 sh
-14%
$442,187
-$210,449
TWITTER INC
4,750,000 sh
90,000 sh
2%
$257,213
$49,843
HCA Healthcare Co.
1,000,000 sh
65,000 sh
7%
$164,460
$47,884
ENERGY TRANSFER LP COM UT LTD PTN
24,066,259 sh
5,094,840 sh
27%
$148,729
$45,904
MasterCard, Inc.
402,500 sh
-40,000 sh
-9%
$143,668
-$5,972
OCCIDENTAL PETE CORP
8,100,540 sh
8,100,540 sh
NEW
$140,220
$140,220
Visa Inc.
620,000 sh
-60,000 sh
-9%
$135,613
-$367
DISNEY WALT CO COM DISNEY
745,000 sh
-135,000 sh
-15%
$134,979
$25,789
Paypal Hldgs Inc.
525,000 sh
-87,500 sh
-14%
$122,955
$2,274
Salesforce.com
550,000 sh
112,500 sh
26%
$122,392
$12,439
MICROSOFT CORP
550,000 sh
247,500 sh
82%
$122,331
$58,706
SELECT SECTOR SPDR TR ENERGY
3,125,000 sh
3,125,000 sh
NEW
$118,438
$118,438
Adobe Inc Com
200,000 sh
25,000 sh
14%
$100,024
$14,199
SYSCO CORP
1,250,000 sh
-25,000 sh
-2%
$92,825
$13,494
QUALCOMM INC
600,000 sh
600,000 sh
NEW
$91,404
$91,404
EMERSON ELEC CO
975,000 sh
-257,500 sh
-21%
$78,361
-$2,454
MACYS INC
6,400,000 sh
6,400,000 sh
NEW
$72,000
$72,000
CARMAX INC
750,000 sh
750,000 sh
NEW
$70,845
$70,845
KOHLS CORP
1,725,000 sh
1,725,000 sh
NEW
$70,190
$70,190
UnitedHealth Group
200,000 sh
129,500 sh
184%
$70,136
$48,156
Netflix Inc
127,000 sh
-4,500 sh
-3%
$68,673
$2,919
ENTERPRISE PRODS PARTNERS L COM
3,452,759 sh
3,452,759 sh
NEW
$67,640
$67,640
ALPS ETF TR ALERIAN MLP
2,125,000 sh
1,220,000 sh
135%
$54,528
$36,446
SPDR S P OIL GAS EXPLOR PRODTN OTHER
925,000 sh
925,000 sh
NEW
$54,113
$54,113
GOODYEAR TIRE & RUBR CO
4,454,332 sh
-95,668 sh
-2%
$48,597
$13,698
ISHARES INC MSCI STH KOR ETF
500,000 sh
500,000 sh
NEW
$43,025
$43,025
SQUARE INC
182,500 sh
-100,000 sh
-35%
$39,719
-$6,201
ALLIANCE DATA SYSTEMS CORP
450,000 sh
450,000 sh
NEW
$33,345
$33,345
EQT CORP
2,192,085 sh
2,192,085 sh
NEW
$27,861
$27,861
FREEPORT-MCMORAN INC
935,000 sh
935,000 sh
NEW
$24,329
$24,329
MPLX LP COM UNIT REP LTD
1,094,022 sh
1,094,022 sh
NEW
$23,686
$23,686
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT
985,376 sh
272,560 sh
38%
$13,618
$7,915
WELLS FARGO CO NEW COM
400,000 sh
-475,000 sh
-54%
$12,072
-$8,499
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
280,690 sh
280,690 sh
NEW
$11,912
$11,912
PG&E CORP COM
75,000 sh
 
$9,213
DRAGONEER GROWTH OPPORT CL A COMMON STOCK USD.0001
750,000 sh
750,000 sh
NEW
$8,790
$8,790
TENNECO INC
780,019 sh
25,019 sh
3%
$8,268
$3,028
KINDER MORGAN INC. DEL
590,000 sh
590,000 sh
NEW
$8,065
$8,065
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN
307,116 sh
 
$1,615
AT&T INC
0 sh
-4,625,000 sh
-100%
$0
-$131,859
ALTRIA GROUP INC
0 sh
-925,000 sh
-100%
$0
-$35,742
BOSTON SCIENTIFIC CORP
0 sh
-787,500 sh
-100%
$0
-$30,090