Appaloosa Lp Top Holdings and 13F Report (2025) About Appaloosa LpInvestment ActivityAppaloosa Lp has $6.46 billion in total holdings as of December 31, 2024.Appaloosa Lp owns shares of 37 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 13.50% of the portfolio was purchased this quarter.About 11.19% of the portfolio was sold this quarter.This quarter, Appaloosa Lp has purchased 38 new stocks and bought additional shares in 16 stocks.Appaloosa Lp sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Alibaba Group $1,004,181,367Amazon.com $570,414,000PDD $519,491,243Microsoft $408,855,000Vistra $372,249,000 Largest New Holdings this Quarter LAM RESEARCH CORP $90,287,500 HoldingCorning $71,280,000 Holding Largest Purchases this Quarter Vistra 1,429,612 shares (about $197.10M)Alibaba Group 1,843,158 shares (about $156.28M)JD.com 3,165,885 shares (about $109.76M)LAM RESEARCH CORP 1,250,000 shares (about $90.29M)NRG Energy 815,180 shares (about $73.55M) Largest Sales this Quarter Amazon.com 600,000 shares (about $131.63M)Meta Platforms 135,000 shares (about $79.04M)EQT 995,000 shares (about $45.88M)Energy Transfer 1,913,265 shares (about $37.48M)Las Vegas Sands 628,323 shares (about $32.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAppaloosa Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBABAAlibaba Group$1,004,181,367$156,281,367 ▲18.4%11,843,15815.5%Retail/WholesaleAMZNAmazon.com$570,414,000$131,634,000 ▼-18.8%2,600,0008.8%Retail/WholesalePDDPDD$519,491,243$5,334,450 ▲1.0%5,356,1328.0%Retail/WholesaleMSFTMicrosoft$408,855,0000.0%970,0006.3%Computer and TechnologyVSTVistra$372,249,000$197,100,606 ▲112.5%2,700,0005.8%UtilitiesJDJD.com$362,852,233$109,761,233 ▲43.4%10,465,8855.6%Retail/WholesaleGOOGAlphabet$358,401,034$190 ▼0.0%1,881,9635.5%Computer and TechnologyMETAMeta Platforms$286,899,900$79,043,850 ▼-21.6%490,0004.4%Computer and TechnologyORCLOracle$233,296,000$28,894,376 ▼-11.0%1,400,0003.6%Computer and TechnologyFXIiShares China Large-Cap ETF$202,034,176$24,416,776 ▲13.7%6,637,1283.1%ETFLYFTLyft$174,150,000$29,025,000 ▼-14.3%13,500,0002.7%Computer and TechnologyNRGNRG Energy$163,749,300$73,545,540 ▲81.5%1,815,0002.5%UtilitiesAMDAdvanced Micro Devices$144,948,000$7,851,350 ▲5.7%1,200,0002.2%Computer and TechnologyKWEBKraneShares CSI China Internet ETF$133,793,322$23,704,722 ▲21.5%4,575,6952.1%ManufacturingBIDUBaidu$128,818,008$8,676,258 ▲7.2%1,527,9092.0%Computer and TechnologyQCOMQUALCOMM$122,896,0000.0%800,0001.9%Computer and TechnologyASMLASML$110,892,800$57,179,100 ▲106.5%160,0001.7%Computer and TechnologyMUMicron Technology$100,992,000$12,624,000 ▲14.3%1,200,0001.6%Computer and TechnologyFDXFedEx$98,465,500$7,033,250 ▼-6.7%350,0001.5%TransportationETEnergy Transfer$96,279,659$37,480,861 ▼-28.0%4,914,7351.5%Oils/EnergyNVDANVIDIA$91,317,334$7,386,084 ▲8.8%680,0011.4%Computer and TechnologyUBERUber Technologies$90,480,000$5,428,800 ▲6.4%1,500,0001.4%Computer and TechnologyLAM RESEARCH CORP$90,287,500$90,287,500 ▲New Holding1,250,0001.4%COM NEWUNHUnitedHealth Group$88,272,5700.0%174,5001.4%MedicalCZRCaesars Entertainment$73,524,000$1,671,000 ▲2.3%2,200,0001.1%Consumer DiscretionaryGLWCorning$71,280,000$71,280,000 ▲New Holding1,500,0001.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$49,372,500$29,623,500 ▼-37.5%250,0000.8%Computer and TechnologyBEKEKE$47,414,443$7,350,943 ▲18.3%2,574,0740.7%Computer and TechnologyLVSLas Vegas Sands$46,224,000$32,270,669 ▼-41.1%900,0000.7%Consumer DiscretionaryWYNNWynn Resorts$43,080,000$25,848,000 ▼-37.5%500,0000.7%Consumer DiscretionaryEQTEQT$36,888,000$45,879,450 ▼-55.4%800,0000.6%Oils/EnergyARAntero Resources$29,442,000$31,720,250 ▼-51.9%840,0000.5%Oils/EnergyCHKChesapeake Energy$29,367,250$12,941,500 ▲78.8%295,0000.5%Oils/EnergyMPLXMplx$27,687,0100.0%578,5000.4%Oils/EnergyCHKEZChesapeake Energy$22,728,7500.0%250,0000.4%EnergyINTCIntel$20,050,000$30,075,000 ▼-60.0%1,000,0000.3%Computer and TechnologyCHKELChesapeake Energy$12,828,0000.0%150,0000.2%EnergyADBEAdobe$0$103,556,000 ▼-100.0%00.0%Computer and TechnologyLRCXLam Research$0$81,608,000 ▼-100.0%00.0%Computer and TechnologySWNSouthwestern Energy$0$29,719,800 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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