David Tepper

David Tepper

Appaloosa LP

David Alan Tepper is an American billionaire hedge fund manager. He is the owner of the Carolina Panthers of the National Football League (NFL) and Charlotte FC in Major League Soccer (MLS). Tepper is the founder and president of Appaloosa Management, a global hedge fund based in Miami Beach, Florida.
Period:  Q3, 2024
Filed Date:  Nov 14, 2024
Reported Date:  Sep 30, 2024
No. of Stocks:  38
Portfolio Value:  6.73B
StockActivityShare Change% Change to protfolio
Q3 2024

ADBE - Adobe inc

Reduced 44.44%20000044.444

AMD - Advanced micro devices inc

Reduced 17.15%113500017.153

BABA - Alibaba group holding ltd

Reduced 4.76%100000004.762

GOOG - Alphabet inc

Reduced 2.24%18819642.236

AMZN - Amazon.com inc

Reduced 7.91%32000007.914

AR - Antero resources corp

Reduced 5.68%17450005.676

ASML - Asml holding nv

Reduced 11.43%7750011.429

BIDU - Baidu inc

Reduced 14.41%142500014.414

CZR - Caesars entertainment, inc.

Reduced 2.27%21500002.273

CHK - Chesapeake energy corp

Reduced 12.23%16500012.234

ET - Energy transfer lp

Reduced 11.38%682800011.376

EQT - Eqt corp

Reduced 5.77%17950005.774

FDX - Fedex corp

Reduced 31.82%37500031.818

INTC - Intel corp

Reduced 10.07%250000010.072

FXI - Ishares china large-cap etf

Reduced 15.92%583500015.922

JD - Jd.com inc

Add 69.35%73000002.683

BEKE - Ke holdings inc

Add 4.32%21750000.205

KWEB - Kraneshares csi china intern

Reduced 16.15%376500016.147

LRCX - Lam research corp

Reduced 8.26%1000008.257

LYFT - Lyft inc

Add 97.83%157500001.316

META - Meta platforms inc

Reduced 33.16%62500033.155

MU - Micron technology inc

Reduced 10.64%105000010.638

MSFT - Microsoft corp

Reduced 17.89%97000017.891

MPLX - Mplx lp

Reduced 5.40%5785005.397

NRG - Nrg energy inc

Buy9998201.353

NVDA - Nvidia corp

Reduced 9.42%6250009.420

ORCL - Oracle corp

Reduced 21.33%157339421.330

PDD - Pdd holdings inc

Add 173.25%53011326.784

QCOM - Qualcomm inc

Reduced 4.76%8000004.762

SWN - Southwestern energy co

Reduced 5.86%41800005.856

UBER - Uber technologies inc

Reduced 6.00%14100006.000

UNH - Unitedhealth group inc

Reduced 5.68%1745005.676

VST - Vistra corp.

Buy12703882.237

BA - Boeing co

Sold 100%2100000.619

M - Macy's inc

Sold 100%12650000.393
Q2 2024

ADBE - Adobe inc

Add 2.86%3600000.379

AMD - Advanced micro devices inc

Reduced 15.95%137000015.951

BABA - Alibaba group holding ltd

Reduced 6.67%105000006.667

GOOG - Alphabet inc

Reduced 7.23%19250007.229

AMZN - Amazon.com inc

Reduced 9.22%34750009.222

AR - Antero resources corp

Reduced 7.50%18500007.500

ASML - Asml holding nv

Add 9.38%875000.192

BIDU - Baidu inc

Reduced 7.50%16650007.500

BA - Boeing co

Reduced 6.67%2100006.667

CZR - Caesars entertainment, inc.

Reduced 4.35%22000004.348

CHK - Chesapeake energy corp

Reduced 7.39%1880007.389

ET - Energy transfer lp

Reduced 10.87%770442810.874

EQT - Eqt corp

Reduced 7.52%19050007.524

FDX - Fedex corp

Reduced 8.33%5500008.333

INTC - Intel corp

Reduced 25.87%278000025.867

JD - Jd.com inc

Add 18.10%43106000.185

BEKE - Ke holdings inc

Add 22.29%20850000.099

LRCX - Lam research corp

Reduced 5.22%1090005.217

LYFT - Lyft inc

Add 1602.51%79612571.671

M - Macy's inc

Reduced 9.64%12650009.643

META - Meta platforms inc

Reduced 16.70%93500016.704

MU - Micron technology inc

Reduced 3.29%11750003.292

MSFT - Microsoft corp

Reduced 23.78%118135623.783

MPLX - Mplx lp

Reduced 7.35%6115007.348

NVDA - Nvidia corp

Add 56.11%690000-5.087

ORCL - Oracle corp

Reduced 13.04%200000013.043

PDD - Pdd holdings inc

Reduced 7.62%19400007.619

QCOM - Qualcomm inc

Reduced 15.15%84000015.152

SWN - Southwestern energy co

Reduced 7.50%44400007.500

UBER - Uber technologies inc

Add 10.29%15000000.070

UPS - United parcel service inc

Add 0.83%605000-0.103

UNH - Unitedhealth group inc

Reduced 7.50%1850007.500

NSC - Norfolk southern corp

Sold 100%450000.170
Q1 2024

ADBE - Adobe inc

Buy3500002.615

AMD - Advanced micro devices inc

Reduced 18.91%163000018.905

BABA - Alibaba group holding ltd

Add 158.62%112500007.060

GOOG - Alphabet inc

Reduced 9.78%20750009.783

AMZN - Amazon.com inc

Reduced 3.09%38280003.089

BIDU - Baidu inc

Add 188.00%18000001.704

BA - Boeing co

Buy2250000.643

CZR - Caesars entertainment, inc.

Add 2.22%2300000-0.072

ET - Energy transfer lp

Reduced 11.63%864442811.628

FDX - Fedex corp

Reduced 7.69%6000007.692

INTC - Intel corp

Reduced 18.48%375000018.478

JD - Jd.com inc

Buy36498631.480

LRCX - Lam research corp

Reduced 2.54%1150002.542

LYFT - Lyft inc

Buy4676180.134

M - Macy's inc

Reduced 68.54%140000068.539

META - Meta platforms inc

Reduced 39.32%112250039.324

MSFT - Microsoft corp

Reduced 8.82%15500008.824

NVDA - Nvidia corp

Reduced 44.05%44200044.051

ORCL - Oracle corp

Add 73.58%23000002.209

PDD - Pdd holdings inc

Add 170.97%21000001.935

QCOM - Qualcomm inc

Reduced 1.00%9900001.000

UBER - Uber technologies inc

Reduced 77.33%136000077.333

UPS - United parcel service inc

Add 20.00%6000000.156

ARKK - Ark innovation etf

Sold 100%25500002.306

FMC - Fmc corp

Sold 100%3250000.354

GM - General motors co

Sold 100%2650000.164

HCA - Hca healthcare inc

Sold 100%1171980.548

MAS - Masco corp

Sold 100%1300000.150

MHK - Mohawk industries inc

Sold 100%950000.170

OC - Owens corning

Sold 100%250000.064

WHR - Whirlpool corp

Sold 100%900000.189
Q4 2023

AMD - Advanced micro devices inc

Reduced 11.65%201000011.648

BABA - Alibaba group holding ltd

Add 20.83%43500000.430

GOOG - Alphabet inc

Reduced 16.36%230000016.364

AMZN - Amazon.com inc

Add 5.33%39500002.132

AR - Antero resources corp

Add 2.04%2000000-0.076

BIDU - Baidu inc

Reduced 6.02%6250006.015

CZR - Caesars entertainment, inc.

Add 47.54%22500000.601

FMC - Fmc corp

Buy3250000.354

INTC - Intel corp

Reduced 26.40%460000026.400

BEKE - Ke holdings inc

Reduced 28.96%170500028.958

LRCX - Lam research corp

Reduced 1.67%1180001.667

M - Macy's inc

Reduced 11.00%445000011.000

MAS - Masco corp

Buy1300000.150

META - Meta platforms inc

Reduced 5.13%18500005.128

MU - Micron technology inc

Reduced 13.21%121500013.214

MSFT - Microsoft corp

Add 3.98%17000002.124

MPLX - Mplx lp

Add 261.99%6600000.307

NVDA - Nvidia corp

Reduced 22.93%79000022.927

ORCL - Oracle corp

Buy13250002.412

OC - Owens corning

Buy250000.064

PDD - Pdd holdings inc

Reduced 44.64%77500044.643

QCOM - Qualcomm inc

Reduced 23.08%100000023.077

UBER - Uber technologies inc

Reduced 17.24%600000017.241

ANET - Arista networks inc

Sold 100%2500000.908

JD - Jd.com inc

Sold 100%16750000.963
Q3 2023

AMD - Advanced micro devices inc

Reduced 1.52%22750001.515

BABA - Alibaba group holding ltd

Reduced 19.55%360000019.553

GOOG - Alphabet inc

Add 19.05%27500001.641

AMZN - Amazon.com inc

Add 18.58%37500001.272

BIDU - Baidu inc

Reduced 47.84%66500047.843

CZR - Caesars entertainment, inc.

Add 23.48%15250000.153

INTC - Intel corp

Reduced 7.75%62500007.749

JD - Jd.com inc

Reduced 10.67%167500010.667

BEKE - Ke holdings inc

Buy24000000.735

META - Meta platforms inc

Add 29.78%19500003.044

MSFT - Microsoft corp

Add 31.85%16350001.855

NVDA - Nvidia corp

Add 0.49%10250000.284

PDD - Pdd holdings inc

Add 86.67%14000001.687

QCOM - Qualcomm inc

Reduced 29.73%130000029.730

UBER - Uber technologies inc

Add 1.40%72500000.489

AAPL - Apple inc

Sold 100%4800001.728

AVGO - Broadcom inc

Sold 100%1200001.931

MRVL - Marvell technology inc

Sold 100%17500001.941

SNPS - Synopsys inc

Sold 100%1450001.171