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
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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
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