Appaloosa Management David Tepper

Top positions activity

Value History

Quarterly report: Q3 2024

Total portfolio value: $6.7B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BABA
Alibaba Group Holding Ltd - ADR 1.1B 15.76% 10.0M -500.0K ↓4.76%
PDD
Pinduoduo Inc - ADR 714.6M 10.61% 5.3M +3.4M ↑173.25%
AMZN
Amazon.com Inc. 596.3M 8.85% 3.2M -275.0K ↓7.91%
MSFT
Microsoft Corporation 417.4M 6.2% 970.0K -211.4K ↓17.89%
FB
Meta Platforms Inc - Class A 357.8M 5.31% 625.0K -310.0K ↓33.16%
GOOG
Alphabet Inc - Class C 314.6M 4.67% 1.9M -43.0K ↓2.24%
JD
JD.com Inc - ADR 292.0M 4.33% 7.3M +3.0M ↑69.35%
ORCL
Oracle Corp. 268.1M 3.98% 1.6M -426.6K ↓21.33%
LYFT
Lyft Inc Cls A 200.8M 2.98% 15.8M +7.8M ↑97.83%
AMD
Advanced Micro Devices Inc. 186.2M 2.76% 1.1M -235.0K ↓17.15%
FXI
BlackRock Institutional Trust Company N.A. - iShares China Large-Cap ETF 185.4M 2.75% 5.8M -1.1M ↓15.92%
VST
Vistra Corp 150.6M 2.23% 1.3M +1.3M Newly Added
BIDU
Baidu Inc - ADR 150.0M 2.22% 1.4M -240.0K ↓14.41%
QCOM
Qualcomm, Inc. 136.0M 2.02% 800.0K -40.0K ↓4.76%
KWEB
Krane Shares Trust - KraneShares CSI China Internet ETF 128.1M 1.9% 3.8M -725.0K ↓16.15%
ET
Energy Transfer LP - Unit 109.6M 1.62% 6.8M -876.4K ↓11.38%
MU
Micron Technology Inc. 108.9M 1.61% 1.1M -125.0K ↓10.64%
UBER
Uber Technologies Inc 106.0M 1.57% 1.4M -90.0K ↓6.00%
ADBE
Adobe Inc 103.6M 1.53% 200.0K -160.0K ↓44.44%
FDX
Fedex Corp 102.6M 1.52% 375.0K -175.0K ↓31.82%
UNH
Unitedhealth Group Inc 102.0M 1.51% 174.5K -10.5K ↓5.68%
NRG
NRG Energy Inc. 91.1M 1.35% 999.8K +999.8K Newly Added
CZR
Caesars Entertainment Inc 89.7M 1.33% 2.1M -50.0K ↓2.27%
LRCX
Lam Research Corp. 81.6M 1.21% 100.0K -9.0K ↓8.26%
LVS
Las Vegas Sands Corp 76.9M 1.14% 1.5M +1.5M Newly Added
WYNN
Wynn Resorts Ltd. 76.7M 1.13% 800.0K +800.0K Newly Added
NVDA
NVIDIA Corp 75.9M 1.12% 625.0K -65.0K ↓9.42%
TSM
Taiwan Semiconductor Manufacturing - ADR 69.5M 1.03% 400.0K -60.0K ↓13.04%
EQT
EQT Corp 65.8M 0.97% 1.8M -110.0K ↓5.77%
ASML
ASML Holding NV - New York Shares 64.6M 0.95% 77.5K -10.0K ↓11.43%
INTC
Intel Corp. 58.6M 0.87% 2.5M -280.0K ↓10.07%
AR
Antero Resources Corp 50.0M 0.74% 1.7M -105.0K ↓5.68%
BEKE
KE Holdings Inc - ADR 43.3M 0.64% 2.2M +90.0K ↑4.32%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
UPS
United Parcel Service, Inc. - Class B 82.8M 1.34% 605.0K Sold Out
BA
Boeing Co. 38.2M 0.61% 210.0K Sold Out