Appaloosa Lp (David Tepper)

Market Value

5.39B

Top 10 (%)

62.50%

Portfolio Size

39 (10)

Avg. Holding Period

6 years

Turnover

0.72%

Semiconductors & Related Devices

25.93%

Services-computer Programming, Data Processing, Etc.

16.43%

Services-business Services, Nec

13.61%

Services-prepackaged Software

9.83%

Retail-catalog & Mail-order Houses

7.65%

Radio & Tv Broadcasting & Communications Equipment

4.09%

Crude Petroleum & Natural Gas

3.45%

Air Courier Services

2.99%

Natural Gas Transmission

2.55%

Special Industry Machinery, Nec

2.51%

Go to:

Company	Ticker	Market Value	% Portfolio	Shares	Change	Chg. Shares	Quarter End Price	% Owned
Nvidia Corporation	NVDA	431.48M	8.01%	1.02M	580.00%	870K	$423.02	0.04%
Meta Platforms Inc	META	431.19M	8.00%	1.50M	114.64%	802.50K	$286.98	0.06%
Microsoft Corp	MSFT	422.27M	7.84%	1.24M	376.92%	980K	$340.54	0.02%
Amazon Com Inc	AMZN	412.26M	7.65%	3.16M	58.13%	1.16M	$130.36	0.03%
Alibaba Group Hldg Ltd	BABA	372.99M	6.92%	4.47M	4375.00%	4.38M	$83.35	0.17%
Uber Technologies Inc	UBER	308.67M	5.73%	7.15M	19.17%	1.15M	$43.17	0.36%
Alphabet Inc	GOOG	279.44M	5.19%	2.31M	9.48%	200K	$120.97	0.02%
Advanced Micro Devices Inc	AMD	263.13M	4.88%	2.31M	New Buy	2.31M	$113.91	0.14%
Intel Corp	INTC	226.56M	4.20%	6.78M	New Buy	6.78M	$33.44	0.17%
Qualcomm Inc	QCOM	220.22M	4.09%	1.85M	New Buy	1.85M	$119.04	0.17%
Taiwan Semiconductor Mfg Ltd	TSM	179.13M	3.32%	1.77M	New Buy	1.77M	$100.92	0.03%
Baidu Inc	BIDU	174.56M	3.24%	1.27M	New Buy	1.27M	$136.91	0.36%
Fedex Corp	FDX	161.13M	2.99%	650K	85.71%	300K	$247.90	0.26%
Energy Transfer L P	ET	124.23M	2.31%	9.78M	-4.13%	-421.55K	$12.70	0.32%
Marvell Technology Inc	MRVL	104.61M	1.94%	1.75M	New Buy	1.75M	$59.78	0.20%

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