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Appaloosa 13F filings

Manager(s): David Tepper

Holdings as of 2025-06-30

Filed on 2025-08-14 under CIK 1656456

Company
Investment Type
Change
Value (x$1000)
increase or decrease
ALIBABA GROUP HLDG LTD SPONSORED ADS
7,067,271 sh
-2,162,729 sh
-23%
$801,499
-$418,984
UnitedHealth Group Inc
2,450,000 sh
2,275,000 sh
1300%
$764,327
$672,671
Amazon.com Inc
2,700,000 sh
190,000 sh
8%
$592,353
$114,800
Vistra Corp.
1,800,000 sh
-500,000 sh
-22%
$348,858
$78,746
NRG ENERGY INC COM NEW
1,980,000 sh
-70,000 sh
-3%
$317,948
$122,255
Meta Platforms, Inc.
400,000 sh
-150,000 sh
-27%
$295,236
-$21,762
NVIDIA Corp.
1,750,000 sh
1,450,000 sh
483%
$276,483
$243,969
Alphabet Inc
1,500,000 sh
-510,000 sh
-25%
$266,085
-$47,937
Uber Technologies Inc
2,750,000 sh
-450,000 sh
-14%
$256,575
$23,423
Microsoft Corp
500,000 sh
-10,000 sh
-2%
$248,705
$57,256
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
1,025,000 sh
755,000 sh
280%
$232,152
$187,332
JD.COM INC SPON ADR CL A
7,000,000 sh
-1,050,000 sh
-13%
$228,480
-$102,536
PINDUODUO INC SPONSORED ADS
2,000,000 sh
-2,370,000 sh
-54%
$209,320
-$307,870
Intel Corporation Corp
8,000,000 sh
8,000,000 sh
NEW
$179,200
$179,200
KRANESHARES TR CSI CHI INTERNET
4,000,000 sh
 
$137,320
Lyft Inc
8,000,000 sh
-1,000,000 sh
-11%
$126,080
$19,250
DEUTSCHE BANK AG NAMEN AKT
4,000,000 sh
250,000 sh
7%
$117,120
$27,757
Micron Technology Inc
825,000 sh
425,000 sh
106%
$101,681
$66,925
Corning Inc
1,750,000 sh
6,371 sh
0%
$92,033
$12,210
Energy Transfer LP
4,957,235 sh
 
$89,875
L3Harris Technologies, Inc.
350,000 sh
50,000 sh
17%
$87,794
$25,001
Raytheon Technologies Corp
585,000 sh
585,000 sh
NEW
$85,422
$85,422
Caesars Entertainment Inc.
2,100,000 sh
-100,000 sh
-5%
$59,619
$4,619
ASML HOLDING N V N Y REGISTRY SHS
70,000 sh
 
$56,097
QUALCOMM Inc.
350,000 sh
 
$55,741
BAIDU INC SPON ADR REP A
625,000 sh
-150,000 sh
-19%
$53,600
-$17,723
IQVIA Holdings Inc.
300,000 sh
300,000 sh
NEW
$47,277
$47,277
United Airlines Holdings Inc.
550,000 sh
550,000 sh
NEW
$43,797
$43,797
Block Inc.
641,800 sh
566,800 sh
756%
$43,597
$39,522
Lam Research COM
400,000 sh
-100,000 sh
-20%
$38,936
$2,586
ISHARES TR CHINA LG-CAP ETF
1,000,000 sh
-4,600,000 sh
-82%
$36,760
-$163,944
Oracle Corp
150,000 sh
-550,000 sh
-79%
$32,795
-$65,072
MPLX LP
578,500 sh
 
$29,799
Delta Air Lines Inc
550,000 sh
550,000 sh
NEW
$27,049
$27,049
Whirlpool Corp
266,092 sh
266,092 sh
NEW
$26,987
$26,987
KE HLDGS INC COM
1,500,000 sh
-400,000 sh
-21%
$26,610
-$11,561
Goodyear Tire & Rubber Co.
861,782 sh
861,782 sh
NEW
$8,937
$8,937
Mohawk Industries Inc
65,000 sh
65,000 sh
NEW
$6,815
$6,815
SPDR SERIES TRUST SPDR S&P 500 ETF

Put options for 0 sh
-4,500,000 sh
-100%
$0
-$2,517,255
Apple Inc

Put options for 0 sh
-1,250,000 sh
-100%
$0
-$277,663
Wynn Resorts Ltd
0 sh
-320,000 sh
-100%
$0
-$26,720
Las Vegas Sands Corp
0 sh
-590,000 sh
-100%
$0
-$22,792
Broadcom Inc
0 sh
-130,000 sh
-100%
$0
-$21,766
VANECK VECTORS ETF TRUST SEMICONDUCTOR ET

Put options for 0 sh
-100,000 sh
-100%
$0
-$21,147
CHESAPEAKE ENERGY CORP *W EXP 99/99/999
0 sh
-117,321 sh
-100%
$0
-$12,348
CHESAPEAKE ENERGY CORP *W EXP 03/01/202
0 sh
-65,398 sh
-100%
$0
-$6,460