David Tepper
Appaloosa Management
Appaloosa Management Portfolio 13F
David Tepper Holdings Activity
- Portfolio value:
- $6.46B≈ (-$268M≈)
- Previous value:
- $6.73B≈
- # of changes:
- 33
- New positions:
- 1
- Reported for:
- 31 Dec 2024 (Q4)
- Latest filing date:
- 10 Feb 2025
Appaloosa Management has disclosed a total of 33 changes to the portfolio in the (2024 Q4) SEC report(s): increased the number of shares of 17, bought 1 totally new, decreased the number of shares of 13 and completely sold out 2 position(s).
What stocks did David Tepper buy in 2024 Q4?
During 2024 Q4 David Tepper has bought 18 securities out of which top 5 purchases (by % change to portfolio) were (BABA) Alibaba Group Holding Ltd (added shares +18.43%), (PDD) PDD Holdings Inc (added shares +1.04%), (VST) Vistra Corp (added shares +112.53%), (JD) JD.com Inc Adr (added shares +43.37%) and (FXI) iShares China Large-Cap ETF (added shares +13.75%).
33 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Corning Incorporated
|
new
|
+1,500,000
|
1,500,000
|
+1.1%
|
$47.52
|
+248.88%($165.79)
|
1.10%
|
2024 Q4
|
≈ 0.25 years
|
|
|
|
Lam Research Corp
|
+1,150.00%
|
+1,150,000
|
1,250,000
|
+1.29%
|
$72.23
|
+327.48%($308.77)
|
1.40%
|
2023 Q2
|
≈ 1.75 years
|
|
|
|
Vistra Corp
|
+112.53%
|
+1,429,612
|
2,700,000
|
+3.05%
|
$137.87
|
+2.74%($141.64)
|
5.76%
|
2024 Q3
|
≈ 0.50 years
|
|
|
|
ASML Holding NV ADR
|
+106.45%
|
+82,500
|
160,000
|
+0.88%
|
$693.08
|
+150.19%($1,734.04)
|
1.72%
|
2023 Q2
|
≈ 1.75 years
|
|
|
|
NRG Energy Inc
|
+81.53%
|
+815,180
|
1,815,000
|
+1.14%
|
$90.22
|
+34.52%($121.36)
|
2.53%
|
2024 Q3
|
≈ 0.50 years
|
|
|
|
Expand Energy Corp
|
+78.79%
|
+130,000
|
295,000
|
+0.2%
|
$99.55
|
-6.00%($93.58)
|
0.45%
|
2021 Q1
|
≈ 4.00 years
|
|
|
|
JD.com Inc Adr
|
+43.37%
|
+3,165,885
|
10,465,885
|
+1.7%
|
$34.67
|
-5.00%($32.94)
|
5.61%
|
2024 Q1
|
≈ 1.00 year
|
|
|
|
KraneShares CSI China Internet ETF
|
+21.53%
|
+810,695
|
4,575,695
|
+0.37%
|
$29.24
|
-2.17%($28.60)
|
2.07%
|
2024 Q1
|
≈ 1.00 year
|
|
|
|
Alibaba Group Holding Ltd
|
+18.43%
|
+1,843,158
|
11,843,158
|
+2.42%
|
$84.79
|
+51.37%($128.34)
|
15.54%
|
2022 Q2
|
≈ 2.75 years
|
|
|
|
Ke HoldingsInc
|
+18.35%
|
+399,074
|
2,574,074
|
+0.11%
|
$18.42
|
-7.41%($17.06)
|
0.73%
|
2023 Q3
|
≈ 1.50 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.