← Appaloosa LP
Positions
32
Total value
$5.66B
Top 10 concentration
77.1%
New positions
21
Exited positions· 14 vs. Q3 2019
Holdings · 32
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | PG&E CORP PCG · 69331C108 | COM | $758.48M | 13.41% | 80,775,057 | +346.0% |
| 2 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $652.64M | 11.54% | 2,220,000 | +70.8% |
| 3 | T-MOBILE US INC TMUS · 872590104 | COM | $596.39M | 10.54% | 5,215,000 | +645.0% |
| 4 | MICRON TECHNOLOGY INC MU · 595112103 | COM | $575.26M | 10.17% | 12,250,000 | +104.2% |
| 5 | FACEBOOK INC META · 30303M102 | CL A | $462.91M | 8.18% | 1,767,500 | -37.4% |
| 6 | AMAZON COM INC AMZN · 023135106 | COM | $445.55M | 7.88% | 141,500 | -46.6% |
| 7 | ALPHABET INC GOOG · 02079K107 | CAP STK CL C | $378.42M | 6.69% | 257,500 | -42.1% |
| 8 | TWITTER INC TWTRUSD · 90184L102 | COM | $207.37M | 3.67% | 4,660,000 | New |
| 9 | MASTERCARD INCORPORATED MA · 57636Q104 | CL A | $149.64M | 2.65% | 442,500 | New |
| 10 | VISA INC V · 92826C839 | COM CL A | $135.98M | 2.40% | 680,000 | New |
| 11 | AT&T INC T · 00206R102 | COM | $131.86M | 2.33% | 4,625,000 | New |
| 12 | PAYPAL HLDGS INC PYPL · 70450Y103 | COM | $120.68M | 2.13% | 612,500 | New |
| 13 | HCA HEALTHCARE INC HCA · 40412C101 | COM | $116.58M | 2.06% | 935,000 | New |
| 14 | SALESFORCE COM INC CRM · 79466L302 | COM | $109.95M | 1.94% | 437,500 | -12.5% |
| 15 | DISNEY WALT CO DIS · 254687106 | COM DISNEY | $109.19M | 1.93% | 880,000 | New |
| 16 | ENERGY TRANSFER LP ET · 29273V100 | COM UT LTD PTN | $102.83M | 1.82% | 18,971,419 | +223.9% |
| 17 | ADOBE SYSTEMS INCORPORATED ADBE · 00724F101 | COM | $85.83M | 1.52% | 175,000 | -14.6% |
| 18 | EMERSON ELEC CO EMR · 291011104 | COM | $80.82M | 1.43% | 1,232,500 | New |
| 19 | SYSCO CORP SYY · 871829107 | COM | $79.33M | 1.40% | 1,275,000 | New |
| 20 | NETFLIX INC NFLX · 64110L106 | COM | $65.75M | 1.16% | 131,500 | New |
| 21 | MICROSOFT CORP MSFT · 594918104 | COM | $63.63M | 1.12% | 302,500 | New |
| 22 | SQUARE INC XYZ · 852234103 | CL A | $45.92M | 0.81% | 282,500 | New |
| 23 | ALTRIA GROUP INC MO · 02209S103 | COM | $35.74M | 0.63% | 925,000 | New |
| 24 | GOODYEAR TIRE & RUBR CO GT · 382550101 | COM | $34.9M | 0.62% | 4,550,000 | New |
| 25 | BOSTON SCIENTIFIC CORP BSX · 101137107 | COM | $30.09M | 0.53% | 787,500 | New |
| 26 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $21.98M | 0.39% | 70,500 | -71.8% |
| 27 | WELLS FARGO CO NEW WFC · 949746101 | COM | $20.57M | 0.36% | 875,000 | New |
| 28 | ALPS ETF TR AMLP · 00162Q452 | ALERIAN MLP | $18.08M | 0.32% | 905,000 | New |
| 29 | PG&E CORP PCG · 69331C140 | UNIT 99/99/9999 | $7.36M | 0.13% | 75,000 | New |
| 30 | WESTERN MIDSTREAM PARTNERS L WES · 958669103 | COM UNIT LP INT | $5.7M | 0.10% | 712,816 | New |
| 31 | TENNECO INC TEN1 · 880349105 | CL A VTG COM STK | $5.24M | 0.09% | 755,000 | New |
| 32 | ENABLE MIDSTREAM PARTNERS LP ENBLUSD · 292480100 | COM UNIT RP IN | $1.27M | 0.02% | 307,116 | New |
Total filing value: $5.66B