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SHORT HILLS, NJ · CIK 0001656456
Portfolio Value
$5.76B
Positions
37
New
13
Increased
11
Decreased
13
Sold Out
7
Appaloosa LP (SHORT HILLS, NJ) reported a portfolio value of $5.76B across 37 positions in their Q2 2020 SEC 13F filing (period ending 2020-06-30). The top 10 positions account for 72.7% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | $727.99M | 12.64% | +49.0% |
| 2 | AMZNAMAZON COM INC | $620.74M | 10.78% | -10.0% |
| 3 | TMUST-MOBILE US INC | $614.49M | 10.67% | +666.2% |
| 4 | METAFACEBOOK INC | $507.05M | 8.81% | -7.5% |
| 5 | MUMICRON TECHNOLOGY INC | $481.71M | 8.37% | +5.5% |
| 6 | GOOGALPHABET INC | $472.15M | 8.20% | -7.5% |
| 7 | TAT&T INC | $274.40M | 4.77% | New |
| 8 | TWTRUSDTWITTER INC | $165.34M | 2.87% | +0.4% |
| 9 | VVISA INC | $162.26M | 2.82% | New |
| 10 | MAMASTERCARD INCORPORATED | $161.16M | 2.80% | New |
| Stock | Value | Shares |
|---|---|---|
| TAT&T INC | $274.40M | 9,077,200 |
| VVISA INC | $162.26M | 840,000 |
| MAMASTERCARD INCORPORATED | $161.16M | 545,000 |
| PYPLPAYPAL HLDGS INC | $151.58M | 870,000 |
| DISDISNEY WALT CO | $133.81M | 1,200,000 |
| SYYSYSCO CORP | $102.49M | 1,875,000 |
| EMREMERSON ELEC CO | $86.84M | 1,400,000 |
| MOALTRIA GROUP INC | $60.84M | 1,550,000 |
| XYZSQUARE INC | $42.37M | 403,793 |
| AMLPALPS ETF TR | $27.59M | 1,118,000 |
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