Appaloosa
SuperinvestorAppaloosa LP
- SEC CIK
- 0001656456
- Manager
- David Tepper
- Style
- Hedge fund
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 38
- +1 vs. Q2 2024
- Portfolio value
- $6.73B
- +$556.6M (+9.0%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | 10,000,000 | $1.06B | 15.8% | −500,000−4.8% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 5,301,132 | $714.6M | 10.6% | +3,361,132+173.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 3,200,000 | $596.3M | 8.9% | −275,000−7.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 970,000 | $417.4M | 6.2% | −211,356−17.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 625,000 | $357.8M | 5.3% | −310,000−33.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,881,964 | $314.6M | 4.7% | −43,036−2.2% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 7,300,000 | $292.0M | 4.3% | +2,989,400+69.3% | Added | History |
| ORCLOracle Corp | Stock | 1,573,394 | $268.1M | 4.0% | −426,606−21.3% | Reduced | History |
| LYFTLyft, Inc. | CL A COM | 15,750,000 | $200.8M | 3.0% | +7,788,743+97.8% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,135,000 | $186.2M | 2.8% | −235,000−17.2% | Reduced | History |
| iShares Tr464287184 | CHINA LG-CAP ETF | 5,835,000 | $185.4M | 2.8% | −1,105,000−15.9% | Reduced | – |
| VSTVistra Corp. | Stock | 1,270,388 | $150.6M | 2.2% | +1,270,388 | New | History |
| BIDUBaidu, Inc. | ADR | 1,425,000 | $150.0M | 2.2% | −240,000−14.4% | Reduced | History |
| QCOMQualcomm Inc | Stock | 800,000 | $136.0M | 2.0% | −40,000−4.8% | Reduced | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 3,765,000 | $128.1M | 1.9% | −725,000−16.1% | Reduced | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 6,828,000 | $109.6M | 1.6% | −876,428−11.4% | Reduced | History |
| MUMicron Technology Inc | Stock | 1,050,000 | $108.9M | 1.6% | −125,000−10.6% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 1,410,000 | $106.0M | 1.6% | −90,000−6.0% | Reduced | History |
| ADBEAdobe Inc. | Stock | 200,000 | $103.6M | 1.5% | −160,000−44.4% | Reduced | History |
| FDXFedEx Corp | Stock | 375,000 | $102.6M | 1.5% | −175,000−31.8% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 174,500 | $102.0M | 1.5% | −10,500−5.7% | Reduced | History |
| NRGNRG Energy, Inc. | Stock | 999,820 | $91.1M | 1.4% | +999,820 | New | History |
| CZRCaesars Entertainment, Inc. | COM | 2,150,000 | $89.7M | 1.3% | −50,000−2.3% | Reduced | History |
| LRCXLam Research Corp | COM | 100,000 | $81.6M | 1.2% | −9,000−8.3% | Reduced | History |
| LVSLas Vegas Sands Corp | COM | 1,528,323 | $76.9M | 1.1% | +1,528,323 | New | History |
| WYNNWynn Resorts Ltd | COM | 800,000 | $76.7M | 1.1% | +800,000 | New | History |
| NVDANVIDIA Corp | Stock | 625,000 | $75.9M | 1.1% | −65,000−9.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 400,000 | $69.5M | 1.0% | −60,000−13.0% | Reduced | History |
| EQTEQT Corp | Stock | 1,795,000 | $65.8M | 1.0% | −110,000−5.8% | Reduced | History |
| ASMLASML Holding NV | ADR | 77,500 | $64.6M | 1.0% | −10,000−11.4% | Reduced | History |
| INTCIntel Corp | Stock | 2,500,000 | $58.6M | 0.9% | −280,000−10.1% | Reduced | History |
| ARAntero Resources Corp | COM | 1,745,000 | $50.0M | 0.7% | −105,000−5.7% | Reduced | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 2,175,000 | $43.3M | 0.6% | +90,000+4.3% | Added | History |
| SWNSouthwestern Energy Co | COM | 4,180,000 | $29.7M | 0.4% | −260,000−5.9% | Reduced | History |
| MPLXMPLX LP | COM UNIT REP LTD | 578,500 | $25.7M | 0.4% | −33,000−5.4% | Reduced | History |
| Chesapeake Energy Corp165167172 | *W EXP 99/99/999 | 250,000 | $17.4M | 0.3% | 00.0% | Unchanged | – |
| EXEExpand Energy Corp | COM | 165,000 | $13.6M | 0.2% | −23,000−12.2% | Reduced | History |
| Chesapeake Energy Corp165167180 | *W EXP 03/01/202 | 150,000 | $9.86M | 0.1% | 00.0% | Unchanged | – |
Sold out since Q2 2024 (3)
Positions held at the end of Q2 2024 that are gone from this filing.