Appaloosa Lp Top Holdings and 13F Report (2024) About Appaloosa LpInvestment ActivityAppaloosa Lp has $6.73 billion in total holdings as of September 30, 2024.Appaloosa Lp owns shares of 38 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 15.88% of the portfolio was purchased this quarter.About 14.17% of the portfolio was sold this quarter.This quarter, Appaloosa Lp has purchased 37 new stocks and bought additional shares in 4 stocks.Appaloosa Lp sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings Alibaba Group $1,061,200,000PDD $714,645,605Amazon.com $596,256,000Microsoft $417,391,000Meta Platforms $357,775,000 Largest New Holdings this Quarter Vistra $150,591,794 HoldingNRG Energy $91,083,602 HoldingLas Vegas Sands $76,935,780 HoldingWynn Resorts $76,704,000 Holding Largest Purchases this Quarter PDD 3,361,132 shares (about $453.11M)Vistra 1,270,388 shares (about $150.59M)JD.com 2,989,400 shares (about $119.58M)Lyft 7,788,743 shares (about $99.31M)NRG Energy 999,820 shares (about $91.08M) Largest Sales this Quarter Meta Platforms 310,000 shares (about $177.46M)Microsoft 211,356 shares (about $90.95M)Adobe 160,000 shares (about $82.84M)Oracle 426,606 shares (about $72.69M)Alibaba Group 500,000 shares (about $53.06M) 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$1,061,200,000$53,060,000 ▼-4.8%10,000,00015.8%Retail/WholesalePDDPDD$714,645,605$453,114,205 ▲173.3%5,301,13210.6%Multi-Sector ConglomeratesAMZNAmazon.com$596,256,000$51,240,750 ▼-7.9%3,200,0008.9%Retail/WholesaleMSFTMicrosoft$417,391,000$90,946,487 ▼-17.9%970,0006.2%Computer and TechnologyMETAMeta Platforms$357,775,000$177,456,400 ▼-33.2%625,0005.3%Computer and TechnologyGOOGAlphabet$314,645,561$7,195,189 ▼-2.2%1,881,9644.7%Computer and TechnologyJDJD.com$292,000,000$119,576,000 ▲69.3%7,300,0004.3%Retail/WholesaleORCLOracle$268,106,338$72,693,663 ▼-21.3%1,573,3944.0%Computer and TechnologyLYFTLyft$200,812,500$99,306,473 ▲97.8%15,750,0003.0%Computer and TechnologyAMDAdvanced Micro Devices$186,230,800$38,558,800 ▼-17.2%1,135,0002.8%Computer and TechnologyFXIiShares China Large-Cap ETF$185,436,300$35,116,900 ▼-15.9%5,835,0002.8%ETFVSTVistra$150,591,794$150,591,794 ▲New Holding1,270,3882.2%UtilitiesBIDUBaidu$150,038,250$25,269,600 ▼-14.4%1,425,0002.2%Computer and TechnologyQCOMQUALCOMM$136,040,000$6,802,000 ▼-4.8%800,0002.0%Computer and TechnologyKWEBKraneShares CSI China Internet ETF$128,085,300$24,664,500 ▼-16.1%3,765,0001.9%ManufacturingETEnergy Transfer$109,589,400$14,066,669 ▼-11.4%6,828,0001.6%Oils/EnergyMUMicron Technology$108,895,500$12,963,750 ▼-10.6%1,050,0001.6%Computer and TechnologyUBERUber Technologies$105,975,600$6,764,400 ▼-6.0%1,410,0001.6%Computer and TechnologyADBEAdobe$103,556,000$82,844,800 ▼-44.4%200,0001.5%Computer and TechnologyFDXFedEx$102,630,000$47,894,000 ▼-31.8%375,0001.5%TransportationUNHUnitedHealth Group$102,026,660$6,139,140 ▼-5.7%174,5001.5%MedicalNRGNRG Energy$91,083,602$91,083,602 ▲New Holding999,8201.4%UtilitiesCZRCaesars Entertainment$89,741,000$2,087,000 ▼-2.3%2,150,0001.3%Consumer DiscretionaryLRCXLam Research$81,608,000$7,344,720 ▼-8.3%100,0001.2%Computer and TechnologyLVSLas Vegas Sands$76,935,780$76,935,780 ▲New Holding1,528,3231.1%Consumer DiscretionaryWYNNWynn Resorts$76,704,000$76,704,000 ▲New Holding800,0001.1%Consumer DiscretionaryNVDANVIDIA$75,900,000$7,893,600 ▼-9.4%625,0001.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$69,468,000$10,420,200 ▼-13.0%400,0001.0%Computer and TechnologyEQTEQT$65,768,800$4,030,400 ▼-5.8%1,795,0001.0%Oils/EnergyASMLASML$64,576,875$8,332,500 ▼-11.4%77,5001.0%Computer and TechnologyINTCIntel$58,650,000$6,568,800 ▼-10.1%2,500,0000.9%Computer and TechnologyARAntero Resources$49,994,250$3,008,250 ▼-5.7%1,745,0000.7%Oils/EnergyBEKEKE$43,304,250$1,791,900 ▲4.3%2,175,0000.6%FinanceSWNSouthwestern Energy$29,719,800$1,848,600 ▼-5.9%4,180,0000.4%Oils/EnergyMPLXMplx$25,720,110$1,467,180 ▼-5.4%578,5000.4%Oils/EnergyCHKEZChesapeake Energy$17,396,2500.0%250,0000.3%EnergyCHKChesapeake Energy$13,571,250$1,891,750 ▼-12.2%165,0000.2%Oils/EnergyCHKELChesapeake Energy$9,864,0000.0%150,0000.1%EnergyUPSUnited Parcel Service$0$82,794,250 ▼-100.0%00.0%TransportationBABoeing$0$38,222,100 ▼-100.0%00.0%AerospaceMMacy's$0$24,288,000 ▼-100.0%00.0%Retail/WholesaleShowing 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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