Appaloosa Management David Tepper
Top positions activity
Value History
Quarterly report: Q4 2024
Total portfolio value: $6.5B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BABA
|
Alibaba Group Holding Ltd - ADR | 1.0B 15.53% | 11.8M | +1.8M ↑18.43% | |
|
AMZN
|
Amazon.com Inc. | 570.4M 8.82% | 2.6M | -600.0K ↓18.75% | |
|
PDD
|
Pinduoduo Inc - ADR | 519.5M 8.03% | 5.4M | +55.0K ↑1.04% | |
|
MSFT
|
Microsoft Corporation | 408.9M 6.32% | 970.0K | = | |
|
VST
|
Vistra Corp | 372.2M 5.75% | 2.7M | +1.4M ↑112.53% | |
|
JD
|
JD.com Inc - ADR | 362.9M 5.61% | 10.5M | +3.2M ↑43.37% | |
|
GOOG
|
Alphabet Inc - Class C | 358.4M 5.54% | 1.9M | -1 ↓0.00% | |
|
FB
|
Meta Platforms Inc - Class A | 286.9M 4.43% | 490.0K | -135.0K ↓21.60% | |
|
ORCL
|
Oracle Corp. | 233.3M 3.6% | 1.4M | -173.4K ↓11.02% | |
|
FXI
|
BlackRock Institutional Trust Company N.A. - iShares China Large-Cap ETF | 202.0M 3.12% | 6.6M | +802.1K ↑13.75% | |
|
LYFT
|
Lyft Inc Cls A | 174.2M 2.69% | 13.5M | -2.2M ↓14.29% | |
|
NRG
|
NRG Energy Inc. | 163.7M 2.53% | 1.8M | +815.2K ↑81.53% | |
|
AMD
|
Advanced Micro Devices Inc. | 144.9M 2.24% | 1.2M | +65.0K ↑5.73% | |
|
KWEB
|
Krane Shares Trust - KraneShares CSI China Internet ETF | 133.8M 2.06% | 4.6M | +810.7K ↑21.53% | |
|
BIDU
|
Baidu Inc - ADR | 128.8M 1.99% | 1.5M | +102.9K ↑7.22% | |
|
QCOM
|
Qualcomm, Inc. | 122.9M 1.9% | 800.0K | = | |
|
ASML
|
ASML Holding NV - New York Shares | 110.9M 1.71% | 160.0K | +82.5K ↑106.45% | |
|
MU
|
Micron Technology Inc. | 101.0M 1.56% | 1.2M | +150.0K ↑14.29% | |
|
FDX
|
Fedex Corp | 98.5M 1.52% | 350.0K | -25.0K ↓6.67% | |
|
ET
|
Energy Transfer LP - Unit | 96.3M 1.48% | 4.9M | -1.9M ↓28.02% | |
|
NVDA
|
NVIDIA Corp | 91.3M 1.41% | 680.0K | +55.0K ↑8.80% | |
|
UBER
|
Uber Technologies Inc | 90.5M 1.39% | 1.5M | +90.0K ↑6.38% | |
|
LRCX
|
Lam Research Corp. | 90.3M 1.39% | 1.2M | +1.2M Newly Added | |
|
UNH
|
Unitedhealth Group Inc | 88.3M 1.36% | 174.5K | = | |
|
CZR
|
Caesars Entertainment Inc | 73.5M 1.13% | 2.2M | +50.0K ↑2.33% | |
|
GLW
|
Corning, Inc. | 71.3M 1.1% | 1.5M | +1.5M Newly Added | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 49.4M 0.76% | 250.0K | -150.0K ↓37.50% | |
|
BEKE
|
KE Holdings Inc - ADR | 47.4M 0.73% | 2.6M | +399.1K ↑18.35% | |
|
LVS
|
Las Vegas Sands Corp | 46.2M 0.71% | 900.0K | -628.3K ↓41.11% | |
|
WYNN
|
Wynn Resorts Ltd. | 43.1M 0.66% | 500.0K | -300.0K ↓37.50% | |
|
EQT
|
EQT Corp | 36.9M 0.57% | 800.0K | -995.0K ↓55.43% |
Sold Out Positions
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