Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
META PLATFORMS INC | 1,850,000 | -100,000 | $654,826 |
META | 1,850,000 | -100,000 | $654,826 |
MICROSOFT CORP | 1,700,000 | +65,000 | $639,268 |
MSFT | 1,700,000 | +65,000 | $639,268 |
AMAZON COM INC | 3,950,000 | +200,000 | $600,163 |
AMZN | 3,950,000 | +200,000 | $600,163 |
NVIDIA CORPORATION | 790,000 | -235,000 | $391,224 |
NVDA | 790,000 | -235,000 | $391,224 |
UBER TECHNOLOGIES INC | 6,000,000 | -1,250,000 | $369,420 |
UBER | 6,000,000 | -1,250,000 | $369,420 |
ALIBABA GROUP HLDG LTD | 4,350,000 | +750,000 | $337,168 |
BABA | 4,350,000 | +750,000 | $337,168 |
ALPHABET INC | 2,300,000 | -450,000 | $324,139 |
GOOG | 2,300,000 | -450,000 | $324,139 |
ADVANCED MICRO DEVICES INC | 2,010,000 | -265,000 | $296,294 |
AMD | 2,010,000 | -265,000 | $296,294 |
INTEL CORP | 4,600,000 | -1,650,000 | $231,150 |
INTC | 4,600,000 | -1,650,000 | $231,150 |
FEDEX CORP | 650,000 | UNCH | $164,430 |
FDX | 650,000 | UNCH | $164,430 |
QUALCOMM INC | 1,000,000 | -300,000 | $144,630 |
QCOM | 1,000,000 | -300,000 | $144,630 |
ORACLE CORP | 1,325,000 | +1,325,000 | $139,695 |
ORCL | 1,325,000 | +1,325,000 | $139,695 |
ENERGY TRANSFER L P | 9,781,876 | UNCH | $134,990 |
ET | 9,781,876 | UNCH | $134,990 |
ARK ETF TR (ARKK) | $133,544 | ||
Call | 2,550,000 | +2,550,000 | $133,544 |
PDD HOLDINGS INC | 775,000 | -625,000 | $113,390 |
PDD | 775,000 | -625,000 | $113,390 |
CAESARS ENTERTAINMENT INC NE | 2,250,000 | +725,000 | $105,480 |
CZR | 2,250,000 | +725,000 | $105,480 |
UNITEDHEALTH GROUP INC | 200,000 | UNCH | $105,294 |
UNH | 200,000 | UNCH | $105,294 |
MICRON TECHNOLOGY INC | 1,215,000 | -185,000 | $103,688 |
MU | 1,215,000 | -185,000 | $103,688 |
LAM RESEARCH CORP | 118,000 | -2,000 | $92,425 |
LRCX | 118,000 | -2,000 | $92,425 |
MACYS INC | 4,450,000 | -550,000 | $89,534 |
M | 4,450,000 | -550,000 | $89,534 |
EQT CORP | 2,060,000 | UNCH | $79,640 |
EQT | 2,060,000 | UNCH | $79,640 |
UNITED PARCEL SERVICE INC | 500,000 | +500,000 | $78,615 |
UPS | 500,000 | +500,000 | $78,615 |
BAIDU INC | 625,000 | -40,000 | $74,431 |
BIDU | 625,000 | -40,000 | $74,431 |
ASML HOLDING N V | 80,000 | UNCH | $60,554 |
ASML | 80,000 | UNCH | $60,554 |
TAIWAN SEMICONDUCTOR MFG LTD | 500,000 | -500,000 | $52,000 |
TSM | 500,000 | -500,000 | $52,000 |
ANTERO RESOURCES CORP | 2,000,000 | +40,000 | $45,360 |
AR | 2,000,000 | +40,000 | $45,360 |
HCA HEALTHCARE INC | 117,198 | +117,198 | $31,723 |
HCA | 117,198 | +117,198 | $31,723 |
SOUTHWESTERN ENERGY CO | 4,800,000 | UNCH | $31,440 |
SWN | 4,800,000 | UNCH | $31,440 |
KE HLDGS INC | 1,705,000 | -695,000 | $27,638 |
BEKE | 1,705,000 | -695,000 | $27,638 |
MPLX LP | 660,000 | +477,675 | $24,235 |
MPLX | 660,000 | +477,675 | $24,235 |
FMC CORP | 325,000 | +325,000 | $20,491 |
FMC | 325,000 | +325,000 | $20,491 |
CHESAPEAKE ENERGY CORP | 250,000 | UNCH | $16,165 |
CHKEZ | 250,000 | UNCH | $16,165 |
CHESAPEAKE ENERGY CORP | 203,000 | UNCH | $15,619 |
CHK | 203,000 | UNCH | $15,619 |
WHIRLPOOL CORP | 90,000 | +90,000 | $10,959 |
WHR | 90,000 | +90,000 | $10,959 |
NORFOLK SOUTHN CORP | 45,000 | +45,000 | $10,637 |
NSC | 45,000 | +45,000 | $10,637 |
MOHAWK INDS INC | 95,000 | +95,000 | $9,832 |
MHK | 95,000 | +95,000 | $9,832 |
GENERAL MTRS CO | 265,000 | +265,000 | $9,519 |
GM | 265,000 | +265,000 | $9,519 |
CHESAPEAKE ENERGY CORP | 150,000 | UNCH | $8,961 |
CHKEL | 150,000 | UNCH | $8,961 |
MASCO CORP | 130,000 | +130,000 | $8,707 |
MAS | 130,000 | +130,000 | $8,707 |
See Full List: All Stocks Held By Appaloosa LP
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Appaloosa LP
Size ($ in 1000's)
At 12/31/2023: $5,790,984 At 09/30/2023: $5,065,996 Appaloosa LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Appaloosa LP 13F filings. Link to 13F filings: SEC filings |