Appaloosa LP Q2 2021 13F Holdings

Appaloosa LP Q2 2021 holdings
TickerName Value Shares↓ Weighting
MU MICRON TECHNOLOGY INCReduce  $480,366
-25.1%
5,652,691
-22.3%
9.94%
7.9%
AMZN AMAZON COM INCReduce  $430,020
-25.3%
125,000
-32.8%
8.90%
7.7%
FB FACEBOOK INCcl aReduce  $418,991
-21.8%
1,205,000
-33.8%
8.67%
12.7%
GOOG ALPHABET INCcap stk cl cReduce  $365,923
-23.4%
146,000
-36.8%
7.57%
10.4%
TMUS T-MOBILE US INCReduce  $364,972
-30.5%
2,520,000
-39.9%
7.55%
0.2%
OXY OCCIDENTAL PETE CORPReduce  $178,552
-20.1%
5,710,000
-32.0%
3.70%
15.1%
PCG PG&E CORPReduce  $165,752
-50.5%
16,298,159
-43.0%
3.43%
-28.7%
BABA ALIBABA GROUP HLDG LTDsponsored adsReduce  $132,666
-48.7%
585,000
-48.7%
2.75%
-26.0%
XLE SELECT SECTOR SPDR TRenergyReduce  $125,248
-40.9%
2,325,000
-46.2%
2.59%
-14.9%
ET ENERGY TRANSFER L PReduce  $112,996
-35.5%
10,629,920
-53.4%
2.34%
-7.1%
DHI D R HORTON INCReduce  $103,407
-0.4%
1,144,257
-1.8%
2.14%
43.5%
PSFE PAYSAFE LIMITEDordReduce  $102,935
-23.8%
8,500,000
-15.0%
2.13%
9.9%
UBER UBER TECHNOLOGIES INCNew  $101,9942,035,0002.11%
TWTR TWITTER INCReduce  $89,453
-46.9%
1,300,000
-50.9%
1.85%
-23.5%
MSFT MICROSOFT CORPReduce  $84,656
-21.9%
312,500
-32.1%
1.75%
12.5%
HCA HCA HEALTHCARE INCReduce  $83,730
-53.2%
405,000
-57.4%
1.73%
-32.5%
PHM PULTE GROUP INCNew  $82,3561,509,1891.70%
MOS MOSAIC CO NEWAdd  $78,619
131.4%
2,463,769
129.2%
1.63%
233.4%
UNH UNITEDHEALTH GROUP INCReduce  $74,882
-27.5%
187,000
-32.6%
1.55%
4.5%
FCX FREEPORT-MCMORAN INCcl bAdd  $74,220
50.3%
2,000,000
33.3%
1.54%
116.6%
XOP SPDR SER TRs&p oilgas expReduce  $73,484
-33.9%
760,000
-44.4%
1.52%
-4.8%
QCOM QUALCOMM INCReduce  $73,323
-26.3%
513,000
-31.6%
1.52%
6.3%
EMR EMERSON ELEC COReduce  $70,977
-13.2%
737,500
-18.6%
1.47%
25.1%
M MACYS INCReduce  $68,446
-19.8%
3,610,000
-31.5%
1.42%
15.6%
SYY SYSCO CORPReduce  $68,420
-24.9%
880,000
-24.0%
1.42%
8.2%
KSS KOHLS CORPReduce  $66,959
-29.2%
1,215,000
-23.5%
1.39%
2.0%
VIAC VIACOMCBS INCcl bReduce  $66,670
-57.1%
1,475,000
-57.2%
1.38%
-38.1%
V VISA INCReduce  $64,301
-26.8%
275,000
-33.7%
1.33%
5.5%
GT GOODYEAR TIRE & RUBR COReduce  $54,280
-33.2%
3,165,000
-31.6%
1.12%
-3.8%
KMX CARMAX INCReduce  $53,597
-38.3%
415,000
-36.6%
1.11%
-11.0%
MA MASTERCARD INCORPORATEDcl aReduce  $51,113
-31.6%
140,000
-33.3%
1.06%
-1.5%
EPD ENTERPRISE PRODS PARTN...Reduce  $49,765
-30.2%
2,062,373
-36.3%
1.03%
0.7%
AMLP ALPS ETF TRalerian mlpReduce  $44,238
-26.5%
1,215,000
-38.4%
0.92%
5.9%
NFLX NETFLIX INCReduce  $34,598
-38.3%
65,500
-39.1%
0.72%
-11.1%
ADS ALLIANCE DATA SYSTEMS ...Reduce  $33,862
-34.7%
325,000
-29.7%
0.70%
-5.8%
EWY ISHARES INCmsci sth kor etfReduce  $28,699
-30.8%
308,000
-33.4%
0.59%
-0.3%
ETWO E2OPEN PARENT HOLDINGS...  $28,550
14.7%
2,500,0000.0%0.59%
65.1%
CHK CHESAPEAKE ENERGY CORPReduce  $27,305
-83.1%
525,903
-85.9%
0.56%
-75.7%
AR ANTERO RESOURCES CORPReduce  $26,753
-11.4%
1,780,000
-39.9%
0.55%
27.6%
EQT EQT CORPReduce  $23,707
-37.2%
1,065,000
-47.6%
0.49%
-9.4%
BODY THE BEACHBODY COMPANY INCNew  $20,8002,000,0000.43%
APA APA CORPORATIONReduce  $18,602
-31.0%
860,000
-42.9%
0.38%
-0.5%
CHKEW CHESAPEAKE ENERGY CORP*w exp 99/99/999  $16,812
30.4%
625,4610.0%0.35%
88.1%
CHKEZ CHESAPEAKE ENERGY CORP*w exp 99/99/999  $16,561
20.7%
694,9570.0%0.34%
74.1%
MPLX MPLX LPReduce  $16,197
-32.8%
547,006
-41.9%
0.34%
-3.2%
AGCB ALTIMETER GROWTH CORP 2  $15,375
-1.3%
1,500,0000.0%0.32%
42.0%
WES WESTERN MIDSTREAM PART...Reduce  $12,578
-27.8%
587,196
-37.3%
0.26%
4.0%
BP BP PLCsponsored adrReduce  $10,568
-55.5%
400,000
-59.0%
0.22%
-35.8%
CHKEL CHESAPEAKE ENERGY CORP*w exp 09/02/202  $8,054
24.2%
386,0870.0%0.17%
79.6%
PCGU PG&E CORPunit 99/99/9999  $7,603
-11.2%
75,0000.0%0.16%
27.6%
DGNS DRAGONEER GROWTH OPPTY...  $7,575
-1.8%
750,0000.0%0.16%
41.4%
RDSA ROYAL DUTCH SHELL PLCspons adr aReduce  $7,272
-36.6%
180,000
-38.5%
0.15%
-8.5%
RDSB ROYAL DUTCH SHELL PLCspon adr bReduce  $6,989
-35.1%
180,000
-38.5%
0.14%
-6.5%
TCVA TCV ACQUISITION CORPNew  $5,946600,0000.12%
SHOP SHOPIFY INCcl aSold out  $0-3,750-0.06%
HCICU HENNESSY CAPITAL INVS ...unit 01/15/2025Sold out  $0-750,000-0.11%
SVFAU SVF INVESTMENT CORPunit 12/20/2025Sold out  $0-750,000-0.11%
BIDU BAIDU INCspon adr rep aSold out  $0-45,000-0.14%
LMACU LIBERTY MEDIA ACQUISIT...unit 01/22/2026Sold out  $0-1,000,000-0.15%
PRPCU CC NEUBERGER PRINCIPAL...unit 99/99/9999Sold out  $0-1,250,000-0.18%
DISCA DISCOVERY INCSold out  $0-475,000-0.30%
IQ IQIYI INCsponsored adsSold out  $0-1,644,934-0.39%
PYPL PAYPAL HLDGS INCSold out  $0-175,000-0.61%
DIS DISNEY WALT COSold out  $0-345,000-0.91%
ADBE ADOBE SYSTEMS INCORPOR...Sold out  $0-145,000-0.99%
CRM SALESFORCE COM INCSold out  $0-385,000-1.17%
  • Appaloosa LP Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $4.83 Billion
  • Holdings
    54
  • Turnover
    25.8%
  • EDGAR