Appaloosa Lp (David Tepper)
Basic Stats
Market Value
6.75B
Top 10 (%)
64.70%
Portfolio Size
39 (-2)
Avg. Holding Period
7 years
Turnover
0.36%
Industry Breakdown
Services-business Services, Nec
17.35%
Services-prepackaged Software
16.55%
Semiconductors & Related Devices
15.85%
Services-computer Programming, Data Processing, Etc.
15.55%
Retail-catalog & Mail-order Houses
10.22%
3.62%
Crude Petroleum & Natural Gas
3.26%
Special Industry Machinery, Nec
2.80%
Air Courier Services
2.57%
Radio & Tv Broadcasting & Communications Equipment
2.48%
Company | Ticker | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Alibaba Group Hldg Ltd | BABA | 814.05M | 12.05% | 11.25M | 158.62% | 6.90M | $73.37 | 0.46% |
 Amazon Com Inc | AMZN | 690.49M | 10.22% | 3.83M | -3.09% | -122K | $180.97 | 0.04% |
 Microsoft Corp | MSFT | 589.01M | 8.72% | 1.40M | -17.65% | -300K | $424.57 | 0.02% |
 Meta Platforms Inc | META | 545.06M | 8.07% | 1.12M | -39.32% | -727.50K | $491.35 | 0.04% |
 Nvidia Corporation | NVDA | 399.37M | 5.91% | 442K | -44.05% | -348K | $903.63 | 0.02% |
 Alphabet Inc | GOOG | 315.94M | 4.68% | 2.08M | -9.78% | -225K | $156.50 | 0.02% |
 Advanced Micro Devices Inc | AMD | 294.20M | 4.36% | 1.63M | -18.91% | -380K | $183.34 | 0.10% |
 Oracle Corp | ORCL | 288.90M | 4.28% | 2.30M | 73.58% | 975K | $125.48 | 0.08% |
 Pdd Holdings Inc | PDD | 244.13M | 3.61% | 2.10M | 170.97% | 1.32M | $119.16 | 0.14% |
 Baidu Inc | BIDU | 189.50M | 2.81% | 1.80M | 188.00% | 1.18M | $108.44 | 0.06% |
 Adobe Inc | ADBE | 176.61M | 2.61% | 350K | New Buy | 350K | $502.09 | 0.08% |
 Fedex Corp | FDX | 173.84M | 2.57% | 600K | -7.69% | -50K | $280.13 | 0.24% |
 Qualcomm Inc | QCOM | 167.61M | 2.48% | 990K | -1.00% | -10K | $171.72 | 0.09% |
 Intel Corp | INTC | 165.64M | 2.45% | 3.75M | -18.48% | -850K | $44.52 | 0.09% |
 Ishares Tr | FXI | 153.45M | 2.27% | 6.38M | New Buy | 6.38M | $24.40 | 4.92% |
1-15 of 47