Appaloosa LP

SHORT HILLS, NJ · CIK 0001656456

Portfolio Value: $6.46B

Positions: 37

Period: 2024-12-31

Filed: 2025-02-10

Portfolio Value

$6.46B

Positions

New

Increased

Decreased

Sold Out

209

Appaloosa LP Q4 2024 13F Filing Summary

Appaloosa LP (SHORT HILLS, NJ) reported a portfolio value of $6.46B across 37 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). Top holdings include BABA ($1.00B), AMZN ($570.41M), PDD ($519.49M). The top 10 positions account for 66.8% of the portfolio. This quarter saw 2 new positions, 16 increases, 13 reductions, 209 complete exits. Notable new buys: LRCX ($90.29M), GLW ($71.28M). Notable exits: THCH, ADBE, LRCXEUR.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	BABAALIBABA GROUP HLDG LTD SPONSORED ADS	01609W102	$1.00B	11,843,158	15.54%	+18.4%
2	AMZNAMAZON COM INC COM	23135106	$570.41M	2,600,000	8.82%	-18.8%
3	PDDPDD HOLDINGS INC SPONSORED ADS	722304102	$519.49M	5,356,132	8.04%	+1.0%
4	MSFTMICROSOFT CORP COM	594918104	$408.86M	970,000	6.33%	-
5	VSTVISTRA CORP COM	92840M102	$372.25M	2,700,000	5.76%	+112.5%
6	JDJD.COM INC SPON ADS CL A	47215P106	$362.85M	10,465,885	5.61%	+43.4%
7	GOOGALPHABET INC CAP STK CL C	02079K107	$358.40M	1,881,963	5.54%	-0.0%
8	METAMETA PLATFORMS INC CL A	30303M102	$286.90M	490,000	4.44%	-21.6%
9	ORCLORACLE CORP COM	68389X105	$233.30M	1,400,000	3.61%	-11.0%
10	FXIISHARES TR CHINA LG-CAP ETF	464287184	$202.03M	6,637,128	3.13%	+13.7%
11	LYFTLYFT INC CL A COM	55087P104	$174.15M	13,500,000	2.69%	-14.3%
12	NRGNRG ENERGY INC COM NEW	629377508	$163.75M	1,815,000	2.53%	+81.5%
13	AMDADVANCED MICRO DEVICES INC COM	7903107	$144.95M	1,200,000	2.24%	+5.7%
14	KWEBKRANESHARES TRUST CSI CHI INTERNET	500767306	$133.79M	4,575,695	2.07%	+21.5%
15	BIDUBAIDU INC SPON ADR REP A	56752108	$128.82M	1,527,909	1.99%	+7.2%
16	QCOMQUALCOMM INC COM	747525103	$122.90M	800,000	1.90%	-
17	ASMLASML HOLDING N V N Y REGISTRY SHS	N07059210	$110.89M	160,000	1.72%	+106.5%
18	MUMICRON TECHNOLOGY INC COM	595112103	$100.99M	1,200,000	1.56%	+14.3%
19	FDXFEDEX CORP COM	31428X106	$98.47M	350,000	1.52%	-6.7%
20	ETENERGY TRANSFER L P COM UT LTD PTN	29273V100	$96.28M	4,914,735	1.49%	-28.0%
21	NVDANVIDIA CORPORATION COM	67066G104	$91.32M	680,001	1.41%	+8.8%
22	UBERUBER TECHNOLOGIES INC COM	90353T100	$90.48M	1,500,000	1.40%	+6.4%
23	LRCXLAM RESEARCH CORP COM NEW	512807306	$90.29M	1,250,000	1.40%	New
24	UNHUNITEDHEALTH GROUP INC COM	91324P102	$88.27M	174,500	1.37%	-
25	AESCAESARS ENTERTAINMENT INC NE COM	12769G100	$73.52M	2,200,000	1.14%	+2.3%
26	GLWCORNING INC COM	219350105	$71.28M	1,500,000	1.10%	New
27	TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	874039100	$49.37M	250,000	0.76%	-37.5%
28	BEKEKE HLDGS INC SPONSORED ADS	482497104	$47.41M	2,574,074	0.73%	+18.3%
29	LVSLAS VEGAS SANDS CORP COM	517834107	$46.22M	900,000	0.72%	-41.1%
30	WYNNWYNN RESORTS LTD COM	983134107	$43.08M	500,000	0.67%	-37.5%
31	EQTEQT CORP COM	26884L109	$36.89M	800,000	0.57%	-55.4%
32	ARANTERO RESOURCES CORP COM	03674X106	$29.44M	840,000	0.46%	-51.9%
33	SAPEXPAND ENERGY CORPORATION COM	165167735	$29.37M	295,000	0.45%	+78.8%
34	MPLXMPLX LP COM UNIT REP LTD	55336V100	$27.69M	578,500	0.43%	-
35	SAPEXPAND ENERGY CORPORATION *W EXP 02/09/202	165167172	$22.73M	250,000	0.35%	-
36	INTCINTEL CORP COM	458140100	$20.05M	1,000,000	0.31%	-60.0%
37	SAPEXPAND ENERGY CORPORATION *W EXP 02/09/202	165167180	$12.83M	150,000	0.20%	-

Position Changes

Stock	Value	Shares
LRCXLAM RESEARCH CORP	$90.29M	1,250,000
GLWCORNING INC	$71.28M	1,500,000