SmartMoneyDB

Appaloosa LP

SHORT HILLS, NJ · CIK 0001656456

Portfolio Value: $1.59B
Positions: 30
Period: 2022-06-30
Filed: 2022-08-15
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016

Portfolio Value

$1.59B

Positions

30

New

3

Increased

10

Decreased

15

Sold Out

192

Appaloosa LP Q2 2022 13F Filing Summary

Appaloosa LP (SHORT HILLS, NJ) reported a portfolio value of $1.59B across 30 positions in their Q2 2022 SEC 13F filing (period ending 2022-06-30). Top holdings include GOOG ($218.75M), META ($161.25M), AMZN ($159.31M). The top 10 positions account for 76.1% of the portfolio. This quarter saw 3 new positions, 10 increases, 15 reductions, 192 complete exits. Notable new buys: CEG ($154.60M), APTV ($22.27M), AES ($5.75M). Notable exits: GT, THCH, JWN.

All Holdings

#StockValue↓WeightChange
1
GOOGALPHABET INC
CAP STK CL C
$218.75M
13.73%
-16.0%
2
METAMETA PLATFORMS INC
CL A
$161.25M
10.12%
+12.4%
3
AMZNAMAZON COM INC
COM
$159.31M
10.00%
+1664.7%
4
CEGCONSTELLATION ENERGY CORP
COM
$154.60M
9.71%
New
5
MMACYS INC
COM
$109.92M
6.90%
-24.2%
6
ETENERGY TRANSFER L P
COM UT LTD PTN
$102.50M
6.43%
+11.5%
7
EQTEQT CORP
COM
$98.04M
6.15%
-27.6%
8
UNHUNITEDHEALTH GROUP INC
COM
$77.05M
4.84%
-10.7%
9
KSSKOHLS CORP
COM
$66.92M
4.20%
+167.9%
10
MSFTMICROSOFT CORP
COM
$64.21M
4.03%
-31.7%
11
OXYOCCIDENTAL PETE CORP
COM
$51.52M
3.23%
-69.2%
12
ARANTERO RESOURCES CORP
COM
$43.68M
2.74%
-27.8%
13
SYYSYSCO CORP
COM
$36.00M
2.26%
-43.3%
14
CRMSALESFORCE INC
COM
$33.01M
2.07%
+0.0%
15
MUMICRON TECHNOLOGY INC
COM
$31.79M
2.00%
-72.6%
16
APTVAPTIV PLC
SHS
$22.27M
1.40%
New
17
SAPCHESAPEAKE ENERGY CORP
*W EXP 02/09/202
$20.84M
1.31%
-2.6%
18
UBERUBER TECHNOLOGIES INC
COM
$20.46M
1.28%
-50.5%
19
EPDENTERPRISE PRODS PARTNERS L
COM
$18.96M
1.19%
-4.9%
20
ALPSALPS ETF TR
ALERIAN MLP
$13.95M
0.88%
-
21
HCAHCA HEALTHCARE INC
COM
$12.61M
0.79%
+0.0%
22
SAPCHESAPEAKE ENERGY CORP
*W EXP 02/09/202
$12.59M
0.79%
-
23
MOSMOSAIC CO NEW
COM
$11.81M
0.74%
-70.1%
24
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$11.37M
0.71%
+0.0%
25
NFLXNETFLIX INC
COM
$8.74M
0.55%
+0.0%
26
PCGPG&E CORP
COM
$7.49M
0.47%
-87.5%
27
SAPCHESAPEAKE ENERGY CORP
COM
$7.30M
0.46%
-26.2%
28
AESCAESARS ENTERTAINMENT INC NE
COM
$5.75M
0.36%
New
29
MPLXMPLX LP
COM UNIT REP LTD
$5.61M
0.35%
+59.8%
30
DISDISNEY WALT CO
COM
$4.72M
0.30%
+0.0%

Position Changes

StockValueShares
CEGCONSTELLATION ENERGY CORP
$154.60M2,700,000
APTVAPTIV PLC
$22.27M250,000
AESCAESARS ENTERTAINMENT INC NE
$5.75M150,000