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Appaloosa LP 13F filings

Manager(s): David Tepper

Holdings as of 2021-06-30

Filed on 2021-08-16 under CIK 1656456

Company
Investment Type
Change
Value (x$1000)
increase or decrease
MICRON TECHNOLOGY INC
5,652,691 sh
-1,622,309 sh
-22%
$480,366
-$161,362
AMAZON COM INC
125,000 sh
-61,000 sh
-33%
$430,020
-$145,479
Facebook, Inc.
1,205,000 sh
-615,000 sh
-34%
$418,991
-$117,054
Alphabet Inc., Cl. C
146,000 sh
-85,000 sh
-37%
$365,923
-$111,931
T MOBILE US INC
2,520,000 sh
-1,670,000 sh
-40%
$364,972
-$159,993
OCCIDENTAL PETE CORP
5,710,000 sh
-2,685,000 sh
-32%
$178,552
-$44,923
PG&E CORP COM
16,298,159 sh
-12,302,498 sh
-43%
$165,752
-$169,162
ALIBABA GROUP HLDG LTD SPONSORED ADS
585,000 sh
-555,000 sh
-49%
$132,666
-$125,806
SELECT SECTOR SPDR TR ENERGY
2,325,000 sh
-1,997,500 sh
-46%
$125,248
-$86,814
ENERGY TRANSFER LP COM UT LTD PTN
10,629,920 sh
-12,190,408 sh
-53%
$112,996
-$62,264
D.R Horton, Inc.
1,144,257 sh
-20,743 sh
-2%
$103,407
-$418
Paysafe Limited Ord CS
8,500,000 sh
-1,500,000 sh
-15%
$102,935
-$32,065
UBER TECHNOLOGIES INC
2,035,000 sh
2,035,000 sh
NEW
$101,994
$101,994
TWITTER INC
1,300,000 sh
-1,350,000 sh
-51%
$89,453
-$79,167
MICROSOFT CORP
312,500 sh
-147,500 sh
-32%
$84,656
-$23,798
HCA Healthcare Co.
405,000 sh
-545,000 sh
-57%
$83,730
-$95,193
PULTE GROUP INC
1,509,189 sh
1,509,189 sh
NEW
$82,356
$82,356
Mosaic Co.
2,463,769 sh
1,388,769 sh
129%
$78,619
$44,638
UnitedHealth Group
187,000 sh
-90,500 sh
-33%
$74,882
-$28,367
FREEPORT-MCMORAN INC
2,000,000 sh
500,000 sh
33%
$74,220
$24,825
SPDR S P OIL GAS EXPLOR PRODTN OTHER
760,000 sh
-607,500 sh
-44%
$73,484
-$37,748
QUALCOMM INC
513,000 sh
-237,000 sh
-32%
$73,323
-$26,120
EMERSON ELEC CO
737,500 sh
-168,500 sh
-19%
$70,977
-$10,762
MACYS INC
3,610,000 sh
-1,662,500 sh
-32%
$68,446
-$16,916
SYSCO CORP
880,000 sh
-277,500 sh
-24%
$68,420
-$22,722
KOHLS CORP
1,215,000 sh
-372,500 sh
-23%
$66,959
-$27,672
ViacomCBS Inc.
1,475,000 sh
-1,970,000 sh
-57%
$66,670
-$88,700
Visa Inc.
275,000 sh
-140,000 sh
-34%
$64,301
-$23,567
GOODYEAR TIRE & RUBR CO
3,165,000 sh
-1,458,867 sh
-32%
$54,280
-$26,961
CARMAX INC
415,000 sh
-239,300 sh
-37%
$53,597
-$33,202
MasterCard, Inc.
140,000 sh
-70,000 sh
-33%
$51,113
-$23,658
ENTERPRISE PRODS PARTNERS L COM
2,062,373 sh
-1,173,468 sh
-36%
$49,765
-$21,488
ALPS ETF TR ALERIAN MLP
1,215,000 sh
-758,843 sh
-38%
$44,238
-$15,964
Netflix Inc
65,500 sh
-42,000 sh
-39%
$34,598
-$21,480
ALLIANCE DATA SYSTEMS CORP
325,000 sh
-137,500 sh
-30%
$33,862
-$17,980
ISHARES INC MSCI STH KOR ETF
308,000 sh
-154,500 sh
-33%
$28,699
-$12,787
E2OPEN PARENT HOLDINGS INC COM
2,500,000 sh
 
$28,550
CHESAPEAKE ENERGY CORP COM
525,903 sh
-3,202,782 sh
-86%
$27,305
-$134,483
ANTERO RESOURCES CORP
1,780,000 sh
-1,180,000 sh
-40%
$26,753
-$3,439
EQT CORP
1,065,000 sh
-967,085 sh
-48%
$23,707
-$14,049
THE BEACHBODY COMPANY INC COM CL A Stock
2,000,000 sh
2,000,000 sh
NEW
$20,800
$20,800
Apa Corporation COMMON STOCK
860,000 sh
-645,000 sh
-43%
$18,602
-$8,338
CHESAPEAKE ENERGY CORP *W EXP 99/99/999
625,461 sh
 
$16,812
CHESAPEAKE ENERGY CORP *W EXP 99/99/999
694,957 sh
 
$16,561
MPLX LP COM UNIT REP LTD
547,006 sh
-394,015 sh
-42%
$16,197
-$7,921
ALTIMETER GROWTH CORP 2 COM CL A Stock
1,500,000 sh
 
$15,375
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT
587,196 sh
-349,766 sh
-37%
$12,578
-$4,840
BP PLC SPONSORED ADR
400,000 sh
-575,000 sh
-59%
$10,568
-$13,173
CHESAPEAKE ENERGY CORP *W EXP 03/01/202
386,087 sh
 
$8,054
PG&E CORP COM
75,000 sh
 
$7,603
DRAGONEER GROWTH OPPORT CL A COMMON STOCK USD.0001
750,000 sh
 
$7,575
ROYAL DUTCH SHELL PLC SPONS ADR A
180,000 sh
-112,500 sh
-38%
$7,272
-$4,197
ROYAL DUTCH SHELL PLC SPON ADR B
180,000 sh
-112,500 sh
-38%
$6,989
-$3,784
TCV ACQUISITION CORP A COMMON STOCK USD.0001
600,000 sh
600,000 sh
NEW
$5,946
$5,946
Salesforce.com
0 sh
-385,000 sh
-100%
$0
-$81,570
Adobe Inc Com
0 sh
-145,000 sh
-100%
$0
-$68,929
DISNEY WALT CO COM DISNEY
0 sh
-345,000 sh
-100%
$0
-$63,659
Paypal Hldgs Inc.
0 sh
-175,000 sh
-100%
$0
-$42,497
IQIYI INC SPONSORED ADS
0 sh
-1,644,934 sh
-100%
$0
-$27,339
DISCOVERY COMMUNICATIONS INC
0 sh
-475,000 sh
-100%
$0
-$20,644
CC NEUBERGER PRINCIPAL HOLDN UNIT 99/99/9999
0 sh
-1,250,000 sh
-100%
$0
-$12,488
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026
0 sh
-1,000,000 sh
-100%
$0
-$10,710
BAIDU INC SPON ADR REP A
0 sh
-45,000 sh
-100%
$0
-$9,790
SVF INVESTMENT CORP UNIT EX 122025 Stock
0 sh
-750,000 sh
-100%
$0
-$7,920
HENNESSY CAPITAL INVS CORP V UNIT 01/15/2025
0 sh
-750,000 sh
-100%
$0
-$7,590
SHOPIFY INC CL A
0 sh
-3,750 sh
-100%
$0
-$4,149