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SHORT HILLS, NJ · CIK 0001656456
Portfolio Value
$5.39B
Positions
39
New
19
Increased
11
Decreased
7
Sold Out
9
Appaloosa LP (SHORT HILLS, NJ) reported a portfolio value of $5.39B across 39 positions in their Q2 2023 SEC 13F filing (period ending 2023-06-30). The top 10 positions account for 62.5% 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 | NVDANVIDIA CORPORATION | $431.48M | 8.01% | +580.0% |
| 2 | METAMETA PLATFORMS INC | $431.19M | 8.00% | +114.6% |
| 3 | MSFTMICROSOFT CORP | $422.27M | 7.84% | +376.9% |
| 4 | AMZNAMAZON COM INC | $412.26M | 7.65% | +58.1% |
| 5 | BABAALIBABA GROUP HLDG LTD | $372.99M | 6.92% | +4375.0% |
| 6 | UBERUBER TECHNOLOGIES INC | $308.67M | 5.73% | +19.2% |
| 7 | GOOGALPHABET INC | $279.44M | 5.19% | +9.5% |
| 8 | AMDADVANCED MICRO DEVICES INC | $263.13M | 4.88% | New |
| 9 | INTCINTEL CORP | $226.56M | 4.20% | New |
| 10 | QCOMQUALCOMM INC | $220.22M | 4.09% | New |
| Stock | Value | Shares |
|---|---|---|
| AMDADVANCED MICRO DEVICES INC | $263.13M | 2,310,000 |
| INTCINTEL CORP | $226.56M | 6,775,000 |
| QCOMQUALCOMM INC | $220.22M | 1,850,000 |
| TSMTAIWAN SEMICONDUCTOR MFG LTD | $179.13M | 1,775,000 |
| BIDUBAIDU INC | $174.56M | 1,275,000 |
| MRVLMARVELL TECHNOLOGY INC | $104.61M | 1,750,000 |
| AVGOBROADCOM INC | $104.09M | 120,000 |
| AAPLAPPLE INC | $93.11M | 480,000 |
| MUMICRON TECHNOLOGY INC | $88.35M | 1,400,000 |
| LRCXEURLAM RESEARCH CORP | $77.14M | 120,000 |
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