Appaloosa
SuperinvestorAppaloosa LP
- SEC CIK
- 0001656456
- Manager
- David Tepper
- Style
- Hedge fund
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 24
- +2 vs. Q3 2022
- Portfolio value
- $1.35B
- −$12.4M (−0.9%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CEGConstellation Energy Corp | Stock | 2,398,729 | $206.8M | 15.3% | −231,271−8.8% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,995,000 | $177.0M | 13.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,500,000 | $126.0M | 9.3% | +50,000+3.4% | Added | History |
| MMacy's, Inc. | COM | 5,950,000 | $122.9M | 9.1% | −50,000−0.8% | Reduced | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 10,203,430 | $121.1M | 9.0% | 00.0% | Unchanged | History |
| EQTEQT Corp | Stock | 2,550,000 | $86.3M | 6.4% | +25,000+1.0% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 150,000 | $79.5M | 5.9% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 575,000 | $69.2M | 5.1% | −300,000−34.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 235,000 | $56.4M | 4.2% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 182,500 | $43.8M | 3.2% | +107,500+143.3% | Added | History |
| CRMSalesforce, Inc. | Stock | 300,000 | $39.8M | 3.0% | +110,000+57.9% | Added | History |
| ARAntero Resources Corp | COM | 1,250,000 | $38.7M | 2.9% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 1,225,000 | $30.3M | 2.2% | +225,000+22.5% | Added | History |
| DISWalt Disney Co | Stock | 300,000 | $26.1M | 1.9% | +300,000 | New | History |
| EXEExpand Energy Corp | COM | 253,055 | $23.9M | 1.8% | +163,055+181.2% | Added | History |
| Chesapeake Energy Corp165167172 | *W EXP 99/99/999 | 250,000 | $19.6M | 1.5% | −118,000−32.1% | Reduced | – |
| CZRCaesars Entertainment, Inc. | COM | 425,000 | $17.7M | 1.3% | +425,000 | New | History |
| EPDEnterprise Products Partners L.P. | Stock | 517,980 | $12.5M | 0.9% | −260,000−33.4% | Reduced | History |
| Chesapeake Energy Corp165167180 | *W EXP 03/01/202 | 150,000 | $11.6M | 0.9% | −90,000−37.5% | Reduced | – |
| SYYSysco Corp | Stock | 150,000 | $11.5M | 0.9% | −50,000−25.0% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 100,000 | $8.81M | 0.7% | +10,000+11.1% | Added | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 204,000 | $7.77M | 0.6% | −201,000−49.6% | Reduced | – |
| MPLXMPLX LP | COM UNIT REP LTD | 192,325 | $6.32M | 0.5% | 00.0% | Unchanged | History |
| APTVAptiv PLC | SHS | 50,000 | $4.66M | 0.3% | +50,000 | New | History |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.