13F HOLDINGS REPORT
APPALOOSA LP
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001656456-25-000001
Total Value
$6.46B
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 11,843,158 | $1.00B | 15.54% |
| 2 | AMAZON COM INC | AMZN | 2,600,000 | $570.4M | 8.82% |
| 3 | PDD HOLDINGS INC | PDD | 5,356,132 | $519.5M | 8.04% |
| 4 | MICROSOFT CORP | MSFT | 970,000 | $408.9M | 6.33% |
| 5 | VISTRA CORP | VST | 2,700,000 | $372.2M | 5.76% |
| 6 | JD.COM INC | JDCMF | 10,465,885 | $362.9M | 5.61% |
| 7 | ALPHABET INC | GOOG | 1,881,963 | $358.4M | 5.54% |
| 8 | META PLATFORMS INC | META | 490,000 | $286.9M | 4.44% |
| 9 | ORACLE CORP | ORCL-PD | 1,400,000 | $233.3M | 3.61% |
| 10 | ISHARES TR | 464287184 | 6,637,128 | $202.0M | 3.13% |
| 11 | LYFT INC | LYFT | 13,500,000 | $174.2M | 2.69% |
| 12 | NRG ENERGY INC | NRG | 1,815,000 | $163.7M | 2.53% |
| 13 | ADVANCED MICRO DEVICES INC | AMD | 1,200,000 | $144.9M | 2.24% |
| 14 | KRANESHARES TRUST | 500767306 | 4,575,695 | $133.8M | 2.07% |
| 15 | BAIDU INC | BAIDF | 1,527,909 | $128.8M | 1.99% |
| 16 | QUALCOMM INC | QCOM | 800,000 | $122.9M | 1.90% |
| 17 | ASML HOLDING N V | ASMLF | 160,000 | $110.9M | 1.72% |
| 18 | MICRON TECHNOLOGY INC | MU | 1,200,000 | $101.0M | 1.56% |
| 19 | FEDEX CORP | FDX | 350,000 | $98.5M | 1.52% |
| 20 | ENERGY TRANSFER L P | ET-PI | 4,914,735 | $96.3M | 1.49% |
| 21 | NVIDIA CORPORATION | NVDA | 680,001 | $91.3M | 1.41% |
| 22 | UBER TECHNOLOGIES INC | UBER | 1,500,000 | $90.5M | 1.40% |
| 23 | LAM RESEARCH CORP | LRCX | 1,250,000 | $90.3M | 1.40% |
| 24 | UNITEDHEALTH GROUP INC | UNH | 174,500 | $88.3M | 1.37% |
| 25 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 2,200,000 | $73.5M | 1.14% |
| 26 | CORNING INC | GLW | 1,500,000 | $71.3M | 1.10% |
| 27 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 250,000 | $49.4M | 0.76% |
| 28 | KE HLDGS INC | BEKE | 2,574,074 | $47.4M | 0.73% |
| 29 | LAS VEGAS SANDS CORP | LVS | 900,000 | $46.2M | 0.72% |
| 30 | WYNN RESORTS LTD | WYNN | 500,000 | $43.1M | 0.67% |
| 31 | EQT CORP | EQT | 800,000 | $36.9M | 0.57% |
| 32 | ANTERO RESOURCES CORP | AR | 840,000 | $29.4M | 0.46% |
| 33 | EXPAND ENERGY CORPORATION | EXE | 295,000 | $29.4M | 0.45% |
| 34 | MPLX LP | MPLXP | 578,500 | $27.7M | 0.43% |
| 35 | EXPAND ENERGY CORPORATION | EXE | 250,000 | $22.7M | 0.35% |
| 36 | INTEL CORP | INTC | 1,000,000 | $20.1M | 0.31% |
| 37 | EXPAND ENERGY CORPORATION | EXE | 150,000 | $12.8M | 0.20% |