Try Alerts Free   |   Login

Appaloosa LP 13F filings

Manager(s): David Tepper

Holdings as of 2021-03-31

Filed on 2021-05-17 under CIK 1656456

Company
Investment Type
Change
Value (x$1000)
increase or decrease
MICRON TECHNOLOGY INC
7,275,000 sh
-725,000 sh
-9%
$641,728
$40,288
AMAZON COM INC
186,000 sh
-11,700 sh
-6%
$575,499
-$68,396
Facebook, Inc.
1,820,000 sh
-191,000 sh
-9%
$536,045
-$13,280
T MOBILE US INC
4,190,000 sh
-715,000 sh
-15%
$524,965
-$136,474
Alphabet Inc., Cl. C
231,000 sh
-23,500 sh
-9%
$477,854
$32,001
PG&E CORP COM
28,600,657 sh
-13,769,660 sh
-32%
$334,914
-$193,020
ALIBABA GROUP HLDG LTD SPONSORED ADS
1,140,000 sh
-760,000 sh
-40%
$258,472
-$183,715
OCCIDENTAL PETE CORP
8,395,000 sh
294,460 sh
4%
$223,475
$83,255
SELECT SECTOR SPDR TR ENERGY
4,322,500 sh
1,197,500 sh
38%
$212,062
$93,624
HCA Healthcare Co.
950,000 sh
-50,000 sh
-5%
$178,923
$14,463
ENERGY TRANSFER LP COM UT LTD PTN
22,820,328 sh
-1,245,931 sh
-5%
$175,260
$26,531
TWITTER INC
2,650,000 sh
-2,100,000 sh
-44%
$168,620
-$88,593
CHESAPEAKE ENERGY CORP COM
3,728,685 sh
3,728,685 sh
NEW
$161,788
$161,788
ViacomCBS Inc.
3,445,000 sh
3,445,000 sh
NEW
$155,370
$155,370
Paysafe Limited Ord CS
10,000,000 sh
10,000,000 sh
NEW
$135,000
$135,000
SPDR S P OIL GAS EXPLOR PRODTN OTHER
1,367,500 sh
442,500 sh
48%
$111,232
$57,119
MICROSOFT CORP
460,000 sh
-90,000 sh
-16%
$108,454
-$13,877
D.R Horton, Inc.
1,165,000 sh
1,165,000 sh
NEW
$103,825
$103,825
UnitedHealth Group
277,500 sh
77,500 sh
39%
$103,249
$33,113
QUALCOMM INC
750,000 sh
150,000 sh
25%
$99,443
$8,039
KOHLS CORP
1,587,500 sh
-137,500 sh
-8%
$94,631
$24,441
SYSCO CORP
1,157,500 sh
-92,500 sh
-7%
$91,142
-$1,683
Visa Inc.
415,000 sh
-205,000 sh
-33%
$87,868
-$47,745
CARMAX INC
654,300 sh
-95,700 sh
-13%
$86,799
$15,954
MACYS INC
5,272,500 sh
-1,127,500 sh
-18%
$85,362
$13,362
EMERSON ELEC CO
906,000 sh
-69,000 sh
-7%
$81,739
$3,378
Salesforce.com
385,000 sh
-165,000 sh
-30%
$81,570
-$40,822
GOODYEAR TIRE & RUBR CO
4,623,867 sh
169,535 sh
4%
$81,241
$32,644
MasterCard, Inc.
210,000 sh
-192,500 sh
-48%
$74,771
-$68,897
ENTERPRISE PRODS PARTNERS L COM
3,235,841 sh
-216,918 sh
-6%
$71,253
$3,613
Adobe Inc Com
145,000 sh
-55,000 sh
-27%
$68,929
-$31,095
DISNEY WALT CO COM DISNEY
345,000 sh
-400,000 sh
-54%
$63,659
-$71,320
ALPS ETF TR ALERIAN MLP
1,973,843 sh
-151,157 sh
-7%
$60,202
$5,674
Netflix Inc
107,500 sh
-19,500 sh
-15%
$56,078
-$12,595
ALLIANCE DATA SYSTEMS CORP
462,500 sh
12,500 sh
3%
$51,842
$18,497
FREEPORT-MCMORAN INC
1,500,000 sh
565,000 sh
60%
$49,395
$25,066
Paypal Hldgs Inc.
175,000 sh
-350,000 sh
-67%
$42,497
-$80,458
ISHARES INC MSCI STH KOR ETF
462,500 sh
-37,500 sh
-7%
$41,486
-$1,539
EQT CORP
2,032,085 sh
-160,000 sh
-7%
$37,756
$9,895
Mosaic Co.
1,075,000 sh
1,075,000 sh
NEW
$33,981
$33,981
ANTERO RESOURCES CORP
2,960,000 sh
2,960,000 sh
NEW
$30,192
$30,192
IQIYI INC SPONSORED ADS
1,644,934 sh
1,644,934 sh
NEW
$27,339
$27,339
Apa Corporation COMMON STOCK
1,505,000 sh
1,505,000 sh
NEW
$26,940
$26,940
E2OPEN PARENT HOLDINGS INC COM
2,500,000 sh
2,500,000 sh
NEW
$24,900
$24,900
MPLX LP COM UNIT REP LTD
941,021 sh
-153,001 sh
-14%
$24,118
$432
BP PLC SPONSORED ADR
975,000 sh
975,000 sh
NEW
$23,741
$23,741
DISCOVERY COMMUNICATIONS INC
475,000 sh
475,000 sh
NEW
$20,644
$20,644
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT
936,962 sh
-48,414 sh
-5%
$17,418
$3,800
ALTIMETER GROWTH CORP 2 COM CL A Stock
1,500,000 sh
1,500,000 sh
NEW
$15,570
$15,570
CHESAPEAKE ENERGY CORP *W EXP 99/99/999
694,957 sh
694,957 sh
NEW
$13,718
$13,718
CHESAPEAKE ENERGY CORP *W EXP 99/99/999
625,461 sh
625,461 sh
NEW
$12,897
$12,897
CC NEUBERGER PRINCIPAL HOLDN UNIT 99/99/9999
1,250,000 sh
1,250,000 sh
NEW
$12,488
$12,488
ROYAL DUTCH SHELL PLC SPONS ADR A
292,500 sh
292,500 sh
NEW
$11,469
$11,469
ROYAL DUTCH SHELL PLC SPON ADR B
292,500 sh
292,500 sh
NEW
$10,773
$10,773
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026
1,000,000 sh
1,000,000 sh
NEW
$10,710
$10,710
BAIDU INC SPON ADR REP A
45,000 sh
45,000 sh
NEW
$9,790
$9,790
PG&E CORP COM
75,000 sh
 
$8,558
SVF INVESTMENT CORP UNIT EX 122025 Stock
750,000 sh
750,000 sh
NEW
$7,920
$7,920
DRAGONEER GROWTH OPPORT CL A COMMON STOCK USD.0001
750,000 sh
 
$7,710
HENNESSY CAPITAL INVS CORP V UNIT 01/15/2025
750,000 sh
750,000 sh
NEW
$7,590
$7,590
CHESAPEAKE ENERGY CORP *W EXP 03/01/202
386,087 sh
386,087 sh
NEW
$6,486
$6,486
SHOPIFY INC CL A
3,750 sh
3,750 sh
NEW
$4,149
$4,149
SQUARE INC
0 sh
-182,500 sh
-100%
$0
-$39,719
WELLS FARGO CO NEW COM
0 sh
-400,000 sh
-100%
$0
-$12,072
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
0 sh
-280,690 sh
-100%
$0
-$11,912
TENNECO INC
0 sh
-780,019 sh
-100%
$0
-$8,268
KINDER MORGAN INC. DEL
0 sh
-590,000 sh
-100%
$0
-$8,065
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN
0 sh
-307,116 sh
-100%
$0
-$1,615