David Tepper - Appaloosa Management 13F Activity & Position Changes (Q3 2020)

As of Sep 30, 2020, the Appaloosa Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 16, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q3 2020, the filing reported:

New Buys - None reported

Increases - Energy Transfer LP, Microsoft Corporation, Micron Technology, Inc., Pacific Gas & Electric Co.

Reductions - Adobe Inc., Alerian MLP ETF, Amazon.com, Inc., Alibaba Group Holding Limited, Boston Scientific Corporation, and 19 more

Complete Exits - Broadcom Inc., Humana Inc., QUALCOMM Incorporated, Tesla, Inc., Vistra Corp.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2020	ADBE Adobe Inc.	Adobe Inc.	Sell	-31,500	-15.3%	$85.83K	175,000
Q3 2020	AMLP Alerian MLP ETF	Alerian MLP ETF	Sell	-213,000	-19.1%	$18.08K	905,000
Q3 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-83,500	-37.1%	$445.55K	141,500
Q3 2020	AVGO Broadcom Inc.	Broadcom Inc.	Sell - Position Exit	-200,000	-100.0%	$0.00	-
Q3 2020	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-1,155,000	-34.2%	$652.64K	2,220,000
Q3 2020	BSX Boston Scientific Corporation	Boston Scientific Corporation	Sell	-162,500	-17.1%	$30.09K	787,500
Q3 2020	CRM Salesforce, Inc.	Salesforce, Inc.	Sell	-62,500	-12.5%	$109.95K	437,500
Q3 2020	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-320,000	-26.7%	$109.19K	880,000
Q3 2020	EMR Emerson Electric Company	Emerson Electric Company	Sell	-167,500	-12.0%	$80.81K	1,232,500
Q3 2020	ET Energy Transfer LP	Energy Transfer LP	Buy	+3,851,316	+25.5%	$102.83K	18,971,419
Q3 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-76,500	-22.9%	$378.42K	257,500
Q3 2020	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Sell	-450,000	-9.0%	$34.90K	4,550,000
Q3 2020	HCA HCA Healthcare, Inc.	HCA Healthcare, Inc.	Sell	-115,000	-11.0%	$116.58K	935,000
Q3 2020	HUM Humana Inc.	Humana Inc.	Sell - Position Exit	-14,000	-100.0%	$0.00	-
Q3 2020	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-102,500	-18.8%	$149.64K	442,500
Q3 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-465,500	-20.8%	$462.91K	1,767,500
Q3 2020	MO Altria Group, Inc.	Altria Group, Inc.	Sell	-625,000	-40.3%	$35.74K	925,000
Q3 2020	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+25,000	+9.0%	$63.62K	302,500
Q3 2020	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy	+2,900,000	+31.0%	$575.26K	12,250,000
Q3 2020	NFLX Netflix, Inc.	Netflix, Inc.	Sell	-98,500	-42.8%	$65.75K	131,500
Q3 2020	PCG Pacific Gas & Electric Co.	Pacific Gas & Electric Co.	Buy	+71,831,398	+803.2%	$758.48K	80,775,057
Q3 2020	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell	-257,500	-29.6%	$120.68K	612,500
Q3 2020	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Sell - Position Exit	-515,500	-100.0%	$0.00	-
Q3 2020	SQ Block, Inc.	Block, Inc.	Sell	-121,293	-30.0%	$45.92K	282,500
Q3 2020	SYY Sysco Corporation	Sysco Corporation	Sell	-600,000	-32.0%	$79.33K	1,275,000
Q3 2020	T AT&T Inc.	AT&T Inc.	Sell	-4,452,200	-49.0%	$131.86K	4,625,000
Q3 2020	TMUS T-Mobile US, Inc.	T-Mobile US, Inc.	Sell	-685,000	-11.6%	$596.39K	5,215,000
Q3 2020	TSLA Tesla, Inc.	Tesla, Inc.	Sell - Position Exit	-7,000	-100.0%	$0.00	-
Q3 2020	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-64,500	-47.8%	$21.98K	70,500
Q3 2020	V Visa Inc.	Visa Inc.	Sell	-160,000	-19.0%	$135.98K	680,000

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