13F HOLDINGS REPORT
APPALOOSA LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001656456-24-000003
Total Value
$6.18B
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 10,500,000 | $756.0M | 12.24% |
| 2 | AMAZON COM INC | AMZN | 3,475,000 | $671.5M | 10.87% |
| 3 | MICROSOFT CORP | MSFT | 1,181,356 | $528.0M | 8.55% |
| 4 | META PLATFORMS INC | META | 935,000 | $471.4M | 7.63% |
| 5 | ALPHABET INC | GOOG | 1,925,000 | $353.1M | 5.72% |
| 6 | ORACLE CORP | ORCL-PD | 2,000,000 | $282.4M | 4.57% |
| 7 | PDD HOLDINGS INC | PDD | 1,940,000 | $257.9M | 4.18% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 1,370,000 | $222.2M | 3.60% |
| 9 | ADOBE INC | ADBE | 360,000 | $200.0M | 3.24% |
| 10 | ISHARES TR | 464287184 | 6,940,000 | $180.4M | 2.92% |
| 11 | QUALCOMM INC | QCOM | 840,000 | $167.3M | 2.71% |
| 12 | FEDEX CORP | FDX | 550,000 | $164.9M | 2.67% |
| 13 | MICRON TECHNOLOGY INC | MU | 1,175,000 | $154.5M | 2.50% |
| 14 | BAIDU INC | BAIDF | 1,665,000 | $144.0M | 2.33% |
| 15 | ENERGY TRANSFER L P | ET-PI | 7,704,428 | $125.0M | 2.02% |
| 16 | KRANESHARES TRUST | 500767306 | 4,490,000 | $121.3M | 1.96% |
| 17 | LAM RESEARCH CORP | LRCX | 109,000 | $116.1M | 1.88% |
| 18 | LYFT INC | LYFT | 7,961,257 | $112.3M | 1.82% |
| 19 | JD.COM INC | JDCMF | 4,310,600 | $111.4M | 1.80% |
| 20 | UBER TECHNOLOGIES INC | UBER | 1,500,000 | $109.0M | 1.77% |
| 21 | UNITEDHEALTH GROUP INC | UNH | 185,000 | $94.2M | 1.53% |
| 22 | ASML HOLDING N V | ASMLF | 87,500 | $89.5M | 1.45% |
| 23 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 2,200,000 | $87.4M | 1.42% |
| 24 | INTEL CORP | INTC | 2,780,000 | $86.1M | 1.39% |
| 25 | NVIDIA CORPORATION | NVDA | 690,000 | $85.2M | 1.38% |
| 26 | UNITED PARCEL SERVICE INC | UPS | 605,000 | $82.8M | 1.34% |
| 27 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 460,000 | $80.0M | 1.29% |
| 28 | EQT CORP | EQT | 1,905,000 | $70.4M | 1.14% |
| 29 | ANTERO RESOURCES CORP | AR | 1,850,000 | $60.4M | 0.98% |
| 30 | BOEING CO | BA-PA | 210,000 | $38.2M | 0.62% |
| 31 | SOUTHWESTERN ENERGY CO | 845467109 | 4,440,000 | $29.9M | 0.48% |
| 32 | KE HLDGS INC | BEKE | 2,085,000 | $29.5M | 0.48% |
| 33 | MPLX LP | MPLXP | 611,500 | $26.0M | 0.42% |
| 34 | MACYS INC | 55616P104 | 1,265,000 | $24.3M | 0.39% |
| 35 | CHESAPEAKE ENERGY CORP | EXE | 250,000 | $17.9M | 0.29% |
| 36 | CHESAPEAKE ENERGY CORP | EXE | 188,000 | $15.5M | 0.25% |
| 37 | CHESAPEAKE ENERGY CORP | EXE | 150,000 | $9.3M | 0.15% |