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| Name: |
APPALOOSA LP |
| City: |
no |
| State: |
no |
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no |
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data |
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| Holdings
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FB |
Meta Platforms Inc |
1 |
- |
$476.20 |
$654,826,000 |
1,850,000 |
11.57% |
69,416,000 |
-100,000 |
0.077 |
Internet Service Prov... |
|
|
NVDA |
NVIDIA Corporation |
4 |
- |
$898.78 |
$391,224,000 |
790,000 |
6.92% |
-54,641,000 |
-235,000 |
0.032 |
Semiconductor - Speci... |
|
|
UBER |
Uber Technologies, Inc |
5 |
- |
$66.99 |
$369,420,000 |
6,000,000 |
6.53% |
35,992,000 |
-1,250,000 |
0.341 |
N/A |
|
|
GOOG |
Alphabet Inc |
7 |
- |
$170.29 |
$324,139,000 |
2,300,000 |
5.73% |
-38,449,000 |
-450,000 |
0.038 |
Search Engines & Info... |
|
|
AMD |
Advanced Micro Devices Inc |
8 |
- |
$151.92 |
$296,294,000 |
2,010,000 |
5.24% |
62,378,000 |
-265,000 |
0.167 |
Semiconductor- Broad... |
|
|
INTC |
Intel Corp |
9 |
- |
$29.85 |
$231,150,000 |
4,600,000 |
4.09% |
8,962,000 |
-1,650,000 |
0.112 |
Semiconductor- Broad... |
|
|
QCOM |
QUALCOMM Inc |
11 |
- |
$182.08 |
$144,630,000 |
1,000,000 |
2.56% |
252,000 |
-300,000 |
0.088 |
Communication Equipment |
|
|
PDD |
Bloom Energy Corp |
14 |
- |
$136.27 |
$113,390,000 |
775,000 |
2% |
-23,908,000 |
-625,000 |
0.114 |
N/A |
|
|
MU |
Micron Technology Inc |
17 |
- |
$121.24 |
$103,688,000 |
1,215,000 |
1.83% |
8,446,000 |
-185,000 |
0.109 |
Semiconductor - Memor... |
|
|
LRCX |
Lam Research Corp |
18 |
- |
$915.42 |
$92,425,000 |
118,000 |
1.63% |
17,213,000 |
-2,000 |
0.082 |
Semiconductor Equipme... |
|
|
M |
Macys Inc |
19 |
- |
$19.35 |
$89,534,000 |
4,450,000 |
1.58% |
31,484,000 |
-550,000 |
1.434 |
Department Stores |
|
|
BIDU |
Baidu Inc |
22 |
- |
$108.66 |
$74,431,000 |
625,000 |
1.32% |
-14,912,000 |
-40,000 |
0.229 |
Internet Service Prov... |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
24 |
- |
$149.26 |
$52,000,000 |
500,000 |
0.92% |
-34,900,000 |
-500,000 |
0.01 |
Semiconductor - Integ... |
|
|
BEKE |
KE Holdings Inc |
28 |
- |
$17.10 |
$27,638,000 |
1,705,000 |
0.49% |
-9,610,000 |
-695,000 |
0.205 |
N/A |
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