13F HOLDINGS REPORT
APPALOOSA LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001656456-24-000004
Total Value
$6.73B
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 10,000,000 | $1.06B | 15.76% |
| 2 | PDD HOLDINGS INC | PDD | 5,301,132 | $714.6M | 10.62% |
| 3 | AMAZON COM INC | AMZN | 3,200,000 | $596.3M | 8.86% |
| 4 | MICROSOFT CORP | MSFT | 970,000 | $417.4M | 6.20% |
| 5 | META PLATFORMS INC | META | 625,000 | $357.8M | 5.31% |
| 6 | ALPHABET INC | GOOG | 1,881,964 | $314.6M | 4.67% |
| 7 | JD.COM INC | JDCMF | 7,300,000 | $292.0M | 4.34% |
| 8 | ORACLE CORP | ORCL-PD | 1,573,394 | $268.1M | 3.98% |
| 9 | LYFT INC | LYFT | 15,750,000 | $200.8M | 2.98% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 1,135,000 | $186.2M | 2.77% |
| 11 | ISHARES TR | 464287184 | 5,835,000 | $185.4M | 2.75% |
| 12 | VISTRA CORP | VST | 1,270,388 | $150.6M | 2.24% |
| 13 | BAIDU INC | BAIDF | 1,425,000 | $150.0M | 2.23% |
| 14 | QUALCOMM INC | QCOM | 800,000 | $136.0M | 2.02% |
| 15 | KRANESHARES TRUST | 500767306 | 3,765,000 | $128.1M | 1.90% |
| 16 | ENERGY TRANSFER L P | ET-PI | 6,828,000 | $109.6M | 1.63% |
| 17 | MICRON TECHNOLOGY INC | MU | 1,050,000 | $108.9M | 1.62% |
| 18 | UBER TECHNOLOGIES INC | UBER | 1,410,000 | $106.0M | 1.57% |
| 19 | ADOBE INC | ADBE | 200,000 | $103.6M | 1.54% |
| 20 | FEDEX CORP | FDX | 375,000 | $102.6M | 1.52% |
| 21 | UNITEDHEALTH GROUP INC | UNH | 174,500 | $102.0M | 1.52% |
| 22 | NRG ENERGY INC | NRG | 999,820 | $91.1M | 1.35% |
| 23 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 2,150,000 | $89.7M | 1.33% |
| 24 | LAM RESEARCH CORP | LRCX | 100,000 | $81.6M | 1.21% |
| 25 | LAS VEGAS SANDS CORP | LVS | 1,528,323 | $76.9M | 1.14% |
| 26 | WYNN RESORTS LTD | WYNN | 800,000 | $76.7M | 1.14% |
| 27 | NVIDIA CORPORATION | NVDA | 625,000 | $75.9M | 1.13% |
| 28 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 400,000 | $69.5M | 1.03% |
| 29 | EQT CORP | EQT | 1,795,000 | $65.8M | 0.98% |
| 30 | ASML HOLDING N V | ASMLF | 77,500 | $64.6M | 0.96% |
| 31 | INTEL CORP | INTC | 2,500,000 | $58.6M | 0.87% |
| 32 | ANTERO RESOURCES CORP | AR | 1,745,000 | $50.0M | 0.74% |
| 33 | KE HLDGS INC | BEKE | 2,175,000 | $43.3M | 0.64% |
| 34 | SOUTHWESTRERN ENERGY CO | 845467109 | 4,180,000 | $29.7M | 0.44% |
| 35 | MPLX LP | MPLXP | 578,500 | $25.7M | 0.38% |
| 36 | CHESAPEAKE ENERGY CORP | EXE | 250,000 | $17.4M | 0.26% |
| 37 | CHESAPEAKE ENERGY CORP | EXE | 165,000 | $13.6M | 0.20% |
| 38 | CHESAPEAKE ENERGY CORP | EXE | 150,000 | $9.9M | 0.15% |