Appaloosa
SuperinvestorAppaloosa LP
- SEC CIK
- 0001656456
- Manager
- David Tepper
- Style
- Hedge fund
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 37
- −1 vs. Q1 2024
- Portfolio value
- $6.18B
- −$516.4M (−7.7%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | 10,500,000 | $756.0M | 12.2% | −750,000−6.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 3,475,000 | $671.5M | 10.9% | −353,000−9.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,181,356 | $528.0M | 8.6% | −218,644−15.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 935,000 | $471.4M | 7.6% | −187,500−16.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,925,000 | $353.1M | 5.7% | −150,000−7.2% | Reduced | History |
| ORCLOracle Corp | Stock | 2,000,000 | $282.4M | 4.6% | −300,000−13.0% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 1,940,000 | $257.9M | 4.2% | −160,000−7.6% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,370,000 | $222.2M | 3.6% | −260,000−16.0% | Reduced | History |
| ADBEAdobe Inc. | Stock | 360,000 | $200.0M | 3.2% | +10,000+2.9% | Added | History |
| iShares Tr464287184 | CHINA LG-CAP ETF | 6,940,000 | $180.4M | 2.9% | +565,000+8.9% | Added | – |
| QCOMQualcomm Inc | Stock | 840,000 | $167.3M | 2.7% | −150,000−15.2% | Reduced | History |
| FDXFedEx Corp | Stock | 550,000 | $164.9M | 2.7% | −50,000−8.3% | Reduced | History |
| MUMicron Technology Inc | Stock | 1,175,000 | $154.5M | 2.5% | −40,000−3.3% | Reduced | History |
| BIDUBaidu, Inc. | ADR | 1,665,000 | $144.0M | 2.3% | −135,000−7.5% | Reduced | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 7,704,428 | $125.0M | 2.0% | −940,000−10.9% | Reduced | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 4,490,000 | $121.3M | 2.0% | +1,015,000+29.2% | Added | – |
| LRCXLam Research Corp | COM | 109,000 | $116.1M | 1.9% | −6,000−5.2% | Reduced | History |
| LYFTLyft, Inc. | CL A COM | 7,961,257 | $112.3M | 1.8% | +7,493,639+1,602.5% | Added | History |
| JDJD.com, Inc. | SPON ADS CL A | 4,310,600 | $111.4M | 1.8% | +660,737+18.1% | Added | History |
| UBERUber Technologies, Inc | Stock | 1,500,000 | $109.0M | 1.8% | +140,000+10.3% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 185,000 | $94.2M | 1.5% | −15,000−7.5% | Reduced | History |
| ASMLASML Holding NV | ADR | 87,500 | $89.5M | 1.4% | +7,500+9.4% | Added | History |
| CZRCaesars Entertainment, Inc. | COM | 2,200,000 | $87.4M | 1.4% | −100,000−4.3% | Reduced | History |
| INTCIntel Corp | Stock | 2,780,000 | $86.1M | 1.4% | −970,000−25.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 690,000 | $85.2M | 1.4% | −3,730,000−84.4% | ReducedConverted for a 10-for-1 split | History |
| UPSUnited Parcel Service Inc | Stock | 605,000 | $82.8M | 1.3% | +5,000+0.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 460,000 | $80.0M | 1.3% | −40,000−8.0% | Reduced | History |
| EQTEQT Corp | Stock | 1,905,000 | $70.4M | 1.1% | −155,000−7.5% | Reduced | History |
| ARAntero Resources Corp | COM | 1,850,000 | $60.4M | 1.0% | −150,000−7.5% | Reduced | History |
| BABoeing Co | Stock | 210,000 | $38.2M | 0.6% | −15,000−6.7% | Reduced | History |
| SWNSouthwestern Energy Co | COM | 4,440,000 | $29.9M | 0.5% | −360,000−7.5% | Reduced | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 2,085,000 | $29.5M | 0.5% | +380,000+22.3% | Added | History |
| MPLXMPLX LP | COM UNIT REP LTD | 611,500 | $26.0M | 0.4% | −48,500−7.3% | Reduced | History |
| MMacy's, Inc. | COM | 1,265,000 | $24.3M | 0.4% | −135,000−9.6% | Reduced | History |
| Chesapeake Energy Corp165167172 | *W EXP 99/99/999 | 250,000 | $17.9M | 0.3% | 00.0% | Unchanged | – |
| EXEExpand Energy Corp | COM | 188,000 | $15.5M | 0.3% | −15,000−7.4% | Reduced | History |
| Chesapeake Energy Corp165167180 | *W EXP 03/01/202 | 150,000 | $9.30M | 0.2% | 00.0% | Unchanged | – |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.