Appaloosa-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "LYFT",
  "MU",
  "MPLX",
  "BABA",
  null,
  "ASML",
  "AVGO",
  "BIDU",
  "QCOM",
  "META",
  "LHX",
  "LRCX",
  null,
  "MSFT",
  "ORCL",
  "UNH",
  "AAPL",
  "NVDA",
  "UBER",
  "TSM",
  null,
  "AMZN",
  "BEKE",
  "PDD",
  "VST",
  "WYNN",
  "ET",
  "JD",
  null,
  "LVS",
  null,
  null,
  "NRG",
  null,
  "CZR",
  "GLW",
  "DB",
  "GOOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 38
Total Value: 8382766354
Accession Number: 0001656456-25-000005
Form Type: 13F-HR
CIK: appaloosa-lp
Manager Name: Appaloosa-Lp

Data Enrichment

82% identified

31 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

38 positions • $8.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Baidu, Inc.

BIDU|056752108

Shares:775.0K

Value:$71.3M

% of Portfolio:0.9% ($71.3M/$8.4B)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:300.0K

Value:$62.8M

% of Portfolio:0.7% ($62.8M/$8.4B)

Caesars Entertainment, Inc.

CZR|12769G100

Shares:2.2M

Value:$55.0M

% of Portfolio:0.7% ($55.0M/$8.4B)

QUALCOMM INC/DE

QCOM|747525103

Shares:350.0K

Value:$53.8M

% of Portfolio:0.6% ($53.8M/$8.4B)

ASML HOLDING NV

ASML|N07059210

Shares:70.0K

Value:$46.4M

% of Portfolio:0.6% ($46.4M/$8.4B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:270.0K

Value:$44.8M

% of Portfolio:0.5% ($44.8M/$8.4B)

KE Holdings Inc.

BEKE|482497104

Shares:1.9M

Value:$38.2M

% of Portfolio:0.5% ($38.2M/$8.4B)

LAM RESEARCH CORP

LRCX|512807306

Shares:500.0K

Value:$36.4M

% of Portfolio:0.4% ($36.4M/$8.4B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:400.0K

Value:$34.8M

% of Portfolio:0.4% ($34.8M/$8.4B)

NVIDIA CORP

NVDA|67066G104

Shares:300.0K

Value:$32.5M

% of Portfolio:0.4% ($32.5M/$8.4B)

MPLX LP

MPLX|55336V100

Shares:578.5K

Value:$31.0M

% of Portfolio:0.4% ($31.0M/$8.4B)

WYNN RESORTS LTD

WYNN|983134107

Shares:320.0K

Value:$26.7M

% of Portfolio:0.3% ($26.7M/$8.4B)

LAS VEGAS SANDS CORP

LVS|517834107

Shares:590.0K

Value:$22.8M

% of Portfolio:0.3% ($22.8M/$8.4B)

Broadcom Inc.

AVGO|11135F101

Shares:130.0K

Value:$21.8M

% of Portfolio:0.3% ($21.8M/$8.4B)

92189F676

Shares:100.0K

Value:$21.1M

% of Portfolio:0.3% ($21.1M/$8.4B)

165167172

Shares:117.3K

Value:$12.3M

% of Portfolio:0.1% ($12.3M/$8.4B)

165167180

Shares:65.4K

Value:$6.5M

% of Portfolio:0.1% ($6.5M/$8.4B)

852234103

Shares:75.0K

Value:$4.1M

% of Portfolio:0.0% ($4.1M/$8.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Baidu, Inc.(BIDUcusip056752108)	775.0K	QoQ -49.27% (-752.9K) YoY -56.94% (-1.0M)	All Managers (Combined)	$71.3M	0.9% ($71.3M/$8.4B)	QoQ -44.63% (-$57.5M) YoY -62.36% (-$118.2M)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	300.0K	QoQ NEW(+300.0K) YoY NEW(+300.0K)	All Managers (Combined)	$62.8M	0.7% ($62.8M/$8.4B)	QoQ NEW(+$62.8M) YoY NEW(+$62.8M)
Caesars Entertainment, Inc.(CZRcusip12769G100)	2.2M	QoQ 0.00% (-0) YoY -4.34% (-100.0K)	All Managers (Combined)	$55.0M	0.7% ($55.0M/$8.4B)	QoQ -25.19% (-$18.5M) YoY -45.32% (-$45.6M)
QUALCOMM INC/DE(QCOMcusip747525103)	350.0K	QoQ -56.25% (-450.0K) YoY -64.64% (-640.0K)	All Managers (Combined)	$53.8M	0.6% ($53.8M/$8.4B)	QoQ -56.25% (-$69.1M) YoY -67.92% (-$113.8M)
ASML HOLDING NV(ASMLcusipN07059210)	70.0K	QoQ -56.25% (-90.0K) YoY -12.50% (-10.0K)	All Managers (Combined)	$46.4M	0.6% ($46.4M/$8.4B)	QoQ -58.17% (-$64.5M) YoY -40.25% (-$31.3M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	270.0K	QoQ +8.00% (-20.0K) YoY -46.00% (-230.0K)	All Managers (Combined)	$44.8M	0.5% ($44.8M/$8.4B)	QoQ -9.22% (-$4.6M) YoY -34.11% (-$23.2M)
KE Holdings Inc.(BEKEcusip482497104)	1.9M	QoQ -26.18% (-674.1K) YoY +11.43% (+195.0K)	All Managers (Combined)	$38.2M	0.5% ($38.2M/$8.4B)	QoQ -19.49% (-$9.2M) YoY +63.05% (+$14.8M)
LAM RESEARCH CORP(LRCXcusip512807306)	500.0K	QoQ -60.00% (-750.0K) YoY NEW(+500.0K)	All Managers (Combined)	$36.4M	0.4% ($36.4M/$8.4B)	QoQ -59.73% (-$53.9M) YoY NEW(+$36.4M)
MICRON TECHNOLOGY INC(MUcusip595112103)	400.0K	QoQ -66.66% (-800.0K) YoY -67.07% (-815.0K)	All Managers (Combined)	$34.8M	0.4% ($34.8M/$8.4B)	QoQ -65.58% (-$66.2M) YoY -75.73% (-$108.5M)
NVIDIA CORP(NVDAcusip67066G104)	300.0K	QoQ -55.88% (-380.0K) YoY -32.12% (-142.0K)	All Managers (Combined)	$32.5M	0.4% ($32.5M/$8.4B)	QoQ -64.39% (-$58.8M) YoY -91.85% (-$366.9M)
MPLX LP(MPLXcusip55336V100)	578.5K	QoQ 0.00% (+0) YoY -12.34% (-81.5K)	All Managers (Combined)	$31.0M	0.4% ($31.0M/$8.4B)	QoQ +11.82% (+$3.3M) YoY +12.87% (-$3.5M)
WYNN RESORTS LTD(WYNNcusip983134107)	320.0K	QoQ -36.00% (-180.0K) YoY NEW(+320.0K)	All Managers (Combined)	$26.7M	0.3% ($26.7M/$8.4B)	QoQ -37.97% (-$16.4M) YoY NEW(+$26.7M)
LAS VEGAS SANDS CORP(LVScusip517834107)	590.0K	QoQ -34.44% (-310.0K) YoY NEW(+590.0K)	All Managers (Combined)	$22.8M	0.3% ($22.8M/$8.4B)	QoQ -50.69% (-$23.4M) YoY NEW(+$22.8M)
Broadcom Inc.(AVGOcusip11135F101)	130.0K	QoQ NEW(+130.0K) YoY NEW(+130.0K)	All Managers (Combined)	$21.8M	0.3% ($21.8M/$8.4B)	QoQ NEW(+$21.8M) YoY NEW(+$21.8M)
(cusip92189F676)✕	100.0K	QoQ NEW(+100.0K) YoY NEW(+100.0K)	All Managers (Combined)	$21.1M	0.3% ($21.1M/$8.4B)	QoQ NEW(+$21.1M) YoY NEW(+$21.1M)
(cusip165167172)✕	117.3K	QoQ -53.07% (-132.7K) YoY -53.07% (-132.7K)	All Managers (Combined)	$12.3M	0.1% ($12.3M/$8.4B)	QoQ -45.67% (-$10.4M) YoY -39.32% (-$8.0M)
(cusip165167180)✕	65.4K	QoQ -56.40% (-84.6K) YoY -56.40% (-84.6K)	All Managers (Combined)	$6.5M	0.1% ($6.5M/$8.4B)	QoQ -49.64% (-$6.4M) YoY -40.18% (-$4.3M)
(cusip852234103)✕	75.0K	QoQ NEW(+75.0K) YoY NEW(+75.0K)	All Managers (Combined)	$4.1M	0.0% ($4.1M/$8.4B)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)