Appaloosa
SuperinvestorAppaloosa LP
- SEC CIK
- 0001656456
- Manager
- David Tepper
- Style
- Hedge fund
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 37
- −1 vs. Q3 2024
- Portfolio value
- $6.46B
- −$268.0M (−4.0%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | 11,843,158 | $1.00B | 15.5% | +1,843,158+18.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,600,000 | $570.4M | 8.8% | −600,000−18.8% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 5,356,132 | $519.5M | 8.0% | +55,000+1.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 970,000 | $408.9M | 6.3% | 00.0% | Unchanged | History |
| VSTVistra Corp. | Stock | 2,700,000 | $372.2M | 5.8% | +1,429,612+112.5% | Added | History |
| JDJD.com, Inc. | SPON ADS CL A | 10,465,885 | $362.9M | 5.6% | +3,165,885+43.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,881,963 | $358.4M | 5.5% | −10.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 490,000 | $286.9M | 4.4% | −135,000−21.6% | Reduced | History |
| ORCLOracle Corp | Stock | 1,400,000 | $233.3M | 3.6% | −173,394−11.0% | Reduced | History |
| iShares Tr464287184 | CHINA LG-CAP ETF | 6,637,128 | $202.0M | 3.1% | +802,128+13.7% | Added | – |
| LYFTLyft, Inc. | CL A COM | 13,500,000 | $174.2M | 2.7% | −2,250,000−14.3% | Reduced | History |
| NRGNRG Energy, Inc. | Stock | 1,815,000 | $163.7M | 2.5% | +815,180+81.5% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,200,000 | $144.9M | 2.2% | +65,000+5.7% | Added | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 4,575,695 | $133.8M | 2.1% | +810,695+21.5% | Added | – |
| BIDUBaidu, Inc. | ADR | 1,527,909 | $128.8M | 2.0% | +102,909+7.2% | Added | History |
| QCOMQualcomm Inc | Stock | 800,000 | $122.9M | 1.9% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 160,000 | $110.9M | 1.7% | +82,500+106.5% | Added | History |
| MUMicron Technology Inc | Stock | 1,200,000 | $101.0M | 1.6% | +150,000+14.3% | Added | History |
| FDXFedEx Corp | Stock | 350,000 | $98.5M | 1.5% | −25,000−6.7% | Reduced | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 4,914,735 | $96.3M | 1.5% | −1,913,265−28.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 680,001 | $91.3M | 1.4% | +55,001+8.8% | Added | History |
| UBERUber Technologies, Inc | Stock | 1,500,000 | $90.5M | 1.4% | +90,000+6.4% | Added | History |
| LRCXLam Research Corp | Stock | 1,250,000 | $90.3M | 1.4% | +250,000+25.0% | AddedConverted for a 10-for-1 split | History |
| UNHUnitedHealth Group Inc | Stock | 174,500 | $88.3M | 1.4% | 00.0% | Unchanged | History |
| CZRCaesars Entertainment, Inc. | COM | 2,200,000 | $73.5M | 1.1% | +50,000+2.3% | Added | History |
| GLWCorning Inc | COM | 1,500,000 | $71.3M | 1.1% | +1,500,000 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 250,000 | $49.4M | 0.8% | −150,000−37.5% | Reduced | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 2,574,074 | $47.4M | 0.7% | +399,074+18.3% | Added | History |
| LVSLas Vegas Sands Corp | COM | 900,000 | $46.2M | 0.7% | −628,323−41.1% | Reduced | History |
| WYNNWynn Resorts Ltd | COM | 500,000 | $43.1M | 0.7% | −300,000−37.5% | Reduced | History |
| EQTEQT Corp | Stock | 800,000 | $36.9M | 0.6% | −995,000−55.4% | Reduced | History |
| ARAntero Resources Corp | COM | 840,000 | $29.4M | 0.5% | −905,000−51.9% | Reduced | History |
| EXEExpand Energy Corp | COM | 295,000 | $29.4M | 0.5% | +130,000+78.8% | Added | History |
| MPLXMPLX LP | COM UNIT REP LTD | 578,500 | $27.7M | 0.4% | 00.0% | Unchanged | History |
| Chesapeake Energy Corp165167172 | *W EXP 99/99/999 | 250,000 | $22.7M | 0.4% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 1,000,000 | $20.1M | 0.3% | −1,500,000−60.0% | Reduced | History |
| Chesapeake Energy Corp165167180 | *W EXP 03/01/202 | 150,000 | $12.8M | 0.2% | 00.0% | Unchanged | – |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.