Appaloosa LP

SHORT HILLS, NJ · CIK 0001656456

Portfolio Value: $6.73B

Positions: 38

Period: 2024-09-30

Filed: 2024-11-14

Portfolio Value

$6.73B

Positions

New

Increased

Decreased

Sold Out

206

Appaloosa LP Q3 2024 13F Filing Summary

Appaloosa LP (SHORT HILLS, NJ) reported a portfolio value of $6.73B across 38 positions in their Q3 2024 SEC 13F filing (period ending 2024-09-30). Top holdings include BABA ($1.06B), PDD ($714.65M), AMZN ($596.26M). The top 10 positions account for 65.5% of the portfolio. This quarter saw 8 increases, 28 reductions, 206 complete exits. Notable exits: M, UPS, BA.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	BABAALIBABA GROUP HLDG LTD SPONSORED ADS	01609W102	$1.06B	10,000,000	15.76%	-4.8%
2	PDDPDD HOLDINGS INC SPONSORED ADS	722304102	$714.65M	5,301,132	10.62%	+173.3%
3	AMZNAMAZON COM INC COM	23135106	$596.26M	3,200,000	8.86%	-7.9%
4	MSFTMICROSOFT CORP COM	594918104	$417.39M	970,000	6.20%	-17.9%
5	METAMETA PLATFORMS INC CL A	30303M102	$357.77M	625,000	5.31%	-33.2%
6	GOOGALPHABET INC CAP STK CL C	02079K107	$314.65M	1,881,964	4.67%	-2.2%
7	JDJD.COM INC SPON ADS CL A	47215P106	$292.00M	7,300,000	4.34%	+69.3%
8	ORCLORACLE CORP COM	68389X105	$268.11M	1,573,394	3.98%	-21.3%
9	LYFTLYFT INC CL A COM	55087P104	$200.81M	15,750,000	2.98%	+97.8%
10	AMDADVANCED MICRO DEVICES INC COM	7903107	$186.23M	1,135,000	2.77%	-17.2%
11	FXIISHARES TR CHINA LG-CAP ETF	464287184	$185.44M	5,835,000	2.75%	-15.9%
12	VSTVISTRA CORP COM	92840M102	$150.59M	1,270,388	2.24%	+0.0%
13	BIDUBAIDU INC SPON ADR REP A	56752108	$150.04M	1,425,000	2.23%	-14.4%
14	QCOMQUALCOMM INC COM	747525103	$136.04M	800,000	2.02%	-4.8%
15	KWEBKRANESHARES TRUST CSI CHI INTERNET	500767306	$128.09M	3,765,000	1.90%	-16.1%
16	ETENERGY TRANSFER L P COM UT LTD PTN	29273V100	$109.59M	6,828,000	1.63%	-11.4%
17	MUMICRON TECHNOLOGY INC COM	595112103	$108.90M	1,050,000	1.62%	-10.6%
18	UBERUBER TECHNOLOGIES INC COM	90353T100	$105.98M	1,410,000	1.57%	-6.0%
19	ADBEADOBE INC COM	00724F101	$103.56M	200,000	1.54%	-44.4%
20	FDXFEDEX CORP COM	31428X106	$102.63M	375,000	1.52%	-31.8%
21	UNHUNITEDHEALTH GROUP INC COM	91324P102	$102.03M	174,500	1.52%	-5.7%
22	NRGNRG ENERGY INC COM NEW	629377508	$91.08M	999,820	1.35%	+0.0%
23	AESCAESARS ENTERTAINMENT INC NE COM	12769G100	$89.74M	2,150,000	1.33%	-2.3%
24	LRCXEURLAM RESEARCH CORP COM	512807108	$81.61M	100,000	1.21%	-8.3%
25	LVSLAS VEGAS SANDS CORP COM	517834107	$76.94M	1,528,323	1.14%	+0.0%
26	WYNNWYNN RESORTS LTD COM	983134107	$76.70M	800,000	1.14%	+0.0%
27	NVDANVIDIA CORPORATION COM	67066G104	$75.90M	625,000	1.13%	-9.4%
28	TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	874039100	$69.47M	400,000	1.03%	-13.0%
29	EQTEQT CORP COM	26884L109	$65.77M	1,795,000	0.98%	-5.8%
30	ASMLASML HOLDING N V N Y REGISTRY SHS	N07059210	$64.58M	77,500	0.96%	-11.4%
31	INTCINTEL CORP COM	458140100	$58.65M	2,500,000	0.87%	-10.1%
32	ARANTERO RESOURCES CORP COM	03674X106	$49.99M	1,745,000	0.74%	-5.7%
33	BEKEKE HLDGS INC SPONSORED ADS	482497104	$43.30M	2,175,000	0.64%	+4.3%
34	THCHSOUTHWESTRERN ENERGY CO COM	845467109	$29.72M	4,180,000	0.44%	-5.9%
35	MPLXMPLX LP COM UNIT REP LTD	55336V100	$25.72M	578,500	0.38%	-5.4%
36	SAPCHESAPEAKE ENERGY CORP *W EXP 02/09/202	165167172	$17.40M	250,000	0.26%	-
37	SAPCHESAPEAKE ENERGY CORP COM	165167735	$13.57M	165,000	0.20%	-12.2%
38	SAPCHESAPEAKE ENERGY CORP *W EXP 02/09/202	165167180	$9.86M	150,000	0.15%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
PDDPDD HOLDINGS INC	$714.65M	5,301,132	+3.36M	+173.3%
JDJD.COM INC	$292.00M	7,300,000	+2.99M	+69.3%
LYFTLYFT INC	$200.81M	15,750,000	+7.79M	+97.8%
VSTVISTRA CORP	$150.59M	1,270,388	+1.27M	0.0%
NRGNRG ENERGY INC	$91.08M	999,820	+999.8K	0.0%
LVSLAS VEGAS SANDS CORP	$76.94M	1,528,323	+1.53M	0.0%
WYNNWYNN RESORTS LTD	$76.70M	800,000	+800.0K	0.0%
BEKEKE HLDGS INC	$43.30M	2,175,000	+90.0K	+4.3%