What David Tepper Bought in Q3 2024
Appaloosa Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$6.73B
Total Value
38
Holdings
4
New Buys
28
Reduced
In Q3 2024, David Tepper reported 38 long equity positions worth $6.73B in their Appaloosa Management 13F filing, including 4 new positions (largest: VISTRA CORP at $150.6M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | 10000000 | $1.06B | 15.76% | -4.8% |
| 2 | PDD | PDD HOLDINGS INC | 5301132 | $714.6M | 10.62% | +173.3% |
| 3 | AMZN | AMAZON COM INC | 3200000 | $596.3M | 8.86% | -7.9% |
| 4 | MSFT | MICROSOFT CORP | 970000 | $417.4M | 6.20% | +-17.9% |
| 5 | META | META PLATFORMS INC | 625000 | $357.8M | 5.31% | -33.2% |
| 6 | GOOG | ALPHABET INC | 1881964 | $314.6M | 4.67% | -2.2% |
| 7 | JD | JD.COM INC | 7300000 | $292.0M | 4.34% | +69.3% |
| 8 | ORCL | ORACLE CORP | 1573394 | $268.1M | 3.98% | -21.3% |
| 9 | LYFT | LYFT INC | 15750000 | $200.8M | 2.98% | 97.8% |
| 10 | AMD | ADVANCED MICRO DEVICES INC | 1135000 | $186.2M | 2.77% | -17.2% |
| 11 | FXI | ISHARES TR | 5835000 | $185.4M | 2.75% | -15.9% |
| 12 | VST | VISTRA CORP | 1270388 | $150.6M | 2.24% | NEW |
| 13 | BIDU | BAIDU INC | 1425000 | $150.0M | 2.23% | -14.4% |
| 14 | QCOM | QUALCOMM INC | 800000 | $136.0M | 2.02% | -4.8% |
| 15 | KWEB | KRANESHARES TRUST | 3765000 | $128.1M | 1.90% | -16.1% |
| 16 | ET | ENERGY TRANSFER L P | 6828000 | $109.6M | 1.63% | -11.4% |
| 17 | MU | MICRON TECHNOLOGY INC | 1050000 | $108.9M | 1.62% | -10.6% |
| 18 | UBER | UBER TECHNOLOGIES INC | 1410000 | $106.0M | 1.57% | -6.0% |
| 19 | ADBE | ADOBE INC | 200000 | $103.6M | 1.54% | -44.4% |
| 20 | FDX | FEDEX CORP | 375000 | $102.6M | 1.52% | -31.8% |
| 21 | UNH | UNITEDHEALTH GROUP INC | 174500 | $102.0M | 1.52% | -5.7% |
| 22 | NRG | NRG ENERGY INC | 999820 | $91.1M | 1.35% | NEW |
| 23 | CZR | CAESARS ENTERTAINMENT INC NE | 2150000 | $89.7M | 1.33% | -2.3% |
| 24 | LRCX | LAM RESEARCH CORP | 100000 | $81.6M | 1.21% | -8.3% |
| 25 | LVS | LAS VEGAS SANDS CORP | 1528323 | $76.9M | 1.14% | NEW |
| 26 | WYNN | WYNN RESORTS LTD | 800000 | $76.7M | 1.14% | NEW |
| 27 | NVDA | NVIDIA CORPORATION | 625000 | $75.9M | 1.13% | -9.4% |
| 28 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 400000 | $69.5M | 1.03% | -13.0% |
| 29 | EQT | EQT CORP | 1795000 | $65.8M | 0.98% | -5.8% |
| 30 | ASML | ASML HOLDING N V | 77500 | $64.6M | 0.96% | -11.4% |
| 31 | INTC | INTEL CORP | 2500000 | $58.6M | 0.87% | -10.1% |
| 32 | AR | ANTERO RESOURCES CORP | 1745000 | $50.0M | 0.74% | -5.7% |
| 33 | BEKE | KE HLDGS INC | 2175000 | $43.3M | 0.64% | +4.3% |
| 34 | SWN | SOUTHWESTRERN ENERGY CO | 4180000 | $29.7M | 0.44% | -5.9% |
| 35 | MPLXP | MPLX LP | 578500 | $25.7M | 0.38% | -5.4% |
| 36 | EXEEL | CHESAPEAKE ENERGY CORP | 250000 | $17.4M | 0.26% | — |
| 37 | EXE | Expand Energy Corp | 165000 | $13.6M | 0.20% | -12.2% |
| 38 | EXEEL | CHESAPEAKE ENERGY CORP | 150000 | $9.9M | 0.15% | — |