Appaloosa 13F filings

Manager(s): David Tepper

Holdings as of 2024-06-30

Filed on 2024-08-14 under CIK 1656456

Company

Investment Type

Change

Value (x$1000)

increase or decrease

ALIBABA GROUP HLDG LTD SPONSORED ADS

10,500,000 sh

-750,000 sh
-7%

$756,000

-$58,050

Amazon.com Inc

3,475,000 sh

-353,000 sh
-9%

$671,544

-$18,951

Microsoft Corp

1,181,356 sh

1,031,356 sh
688%

$528,007

$464,899

Meta Platforms, Inc.

935,000 sh

-187,500 sh
-17%

$471,446

-$73,618

Alphabet Inc

1,925,000 sh

-150,000 sh
-7%

$353,084

$37,144

Oracle Corp

2,000,000 sh

-300,000 sh
-13%

$282,400

-$6,503

PINDUODUO INC SPONSORED ADS

1,940,000 sh

-160,000 sh
-8%

$257,923

$13,798

Advanced Micro Devices Inc

1,370,000 sh

-260,000 sh
-16%

$222,228

-$71,971

Adobe Inc.

360,000 sh

10,000 sh
3%

$199,994

$23,384

ISHARES TR CHINA LG-CAP ETF

6,940,000 sh

565,000 sh
9%

$180,371

$26,925

QUALCOMM Inc.

840,000 sh

-150,000 sh
-15%

$167,311

-$296

FedEx Corp.

550,000 sh

-50,000 sh
-8%

$164,912

-$8,932

Micron Technology Inc

1,175,000 sh

-40,000 sh
-3%

$154,548

$11,312

BAIDU INC SPON ADR REP A

1,665,000 sh

-135,000 sh
-7%

$143,989

-$45,515

Energy Transfer LP

7,704,428 sh

-940,000 sh
-11%

$124,966

-$11,011

KRANESHARES TR CSI CHI INTERNET

4,490,000 sh

1,015,000 sh
29%

$121,320

$30,101

Lam Research Corp

109,000 sh

-6,000 sh
-5%

$116,069

$4,338

Lyft Inc

7,961,257 sh

7,493,639 sh
1603%

$112,254

$103,206

JD.COM INC SPON ADR CL A

4,310,600 sh

660,737 sh
18%

$111,386

$11,416

Uber Technologies Inc

1,500,000 sh

140,000 sh
10%

$109,020

$4,314

UnitedHealth Group Inc

185,000 sh

-15,000 sh
-7%

$94,213

-$4,727

ASML HOLDING N V N Y REGISTRY SHS

87,500 sh

7,500 sh
9%

$89,489

$11,851

Caesars Entertainment Inc.

2,200,000 sh

-100,000 sh
-4%

$87,428

-$13,174

Intel Corporation Corp

2,780,000 sh

-970,000 sh
-26%

$86,097

-$79,541

NVIDIA Corp.

690,000 sh

248,000 sh
56%

$85,243

-$314,131

United Parcel Service Inc

605,000 sh

5,000 sh
1%

$82,794

-$6,384

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

460,000 sh

-40,000 sh
-8%

$79,953

$11,928

EQT Corp

1,905,000 sh

-155,000 sh
-8%

$70,447

-$5,917

Antero Resources Corp

1,850,000 sh

-150,000 sh
-7%

$60,366

$2,366

Boeing Co.

210,000 sh

-15,000 sh
-7%

$38,222

-$5,201

Southwestern Energy Co.

4,440,000 sh

-360,000 sh
-7%

$29,881

-$6,503

KE HLDGS INC COM

2,085,000 sh

380,000 sh
22%

$29,503

$6,093

MPLX LP

611,500 sh

-48,500 sh
-7%

$26,044

-$1,386

Macy's Inc.

1,265,000 sh

-135,000 sh
-10%

$24,288

-$3,698

CHESAPEAKE ENERGY CORP *W EXP 99/99/999

250,000 sh

$17,885

Chesapeake Energy Corp

188,000 sh

-15,000 sh
-7%

$15,452

-$2,580

CHESAPEAKE ENERGY CORP *W EXP 03/01/202

150,000 sh

$9,297

Norfolk Southern Corp

0 sh

-45,000 sh
-100%

-$11,469