David Tepper - Appaloosa Management 13F Activity & Position Changes (Q3 2024)

As of Sep 30, 2024, the Appaloosa Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 2024. 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 2024, the filing reported:

New Buys - Las Vegas Sands Corp., NRG Energy, Inc., Vistra Corp., Wynn Resorts, Limited

Increases - KE Holdings Inc, JD.com, Inc., Lyft, Inc., PDD Holdings Inc.

Reductions - Adobe Inc., Advanced Micro Devices, Inc., Amazon.com, Inc., Antero Resources Corporation, ASML, and 23 more

Complete Exits - Boeing Company (The), Macy's Inc, United Parcel Service, Inc.

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 2024	ADBE Adobe Inc.	Adobe Inc.	Sell	-160,000	-44.4%	$103.56M	200,000
Q3 2024	AMD Advanced Micro Devices, Inc.	Advanced Micro Devices, Inc.	Sell	-235,000	-17.2%	$186.23M	1,135,000
Q3 2024	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-275,000	-7.9%	$596.26M	3,200,000
Q3 2024	AR Antero Resources Corporation	Antero Resources Corporation	Sell	-105,000	-5.7%	$49.99M	1,745,000
Q3 2024	ASML ASML	ASML	Sell	-10,000	-11.4%	$64.58M	77,500
Q3 2024	BA Boeing Company (The)	Boeing Company (The)	Sell - Position Exit	-210,000	-100.0%	$0.00	-
Q3 2024	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-500,000	-4.8%	$1.06B	10,000,000
Q3 2024	BEKE KE Holdings Inc	KE Holdings Inc	Buy	+90,000	+4.3%	$43.30M	2,175,000
Q3 2024	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-240,000	-14.4%	$150.04M	1,425,000
Q3 2024	CHK		Sell	-23,000	-12.2%	$13.57M	165,000
Q3 2024	CZR Caesars Entertainment, Inc.	Caesars Entertainment, Inc.	Sell	-50,000	-2.3%	$89.74M	2,150,000
Q3 2024	EQT EQT Corporation	EQT Corporation	Sell	-110,000	-5.8%	$65.77M	1,795,000
Q3 2024	ET Energy Transfer LP	Energy Transfer LP	Sell	-876,428	-11.4%	$109.59M	6,828,000
Q3 2024	FDX FedEx Corporation	FedEx Corporation	Sell	-175,000	-31.8%	$102.63M	375,000
Q3 2024	FXI iShares China Large-Cap ETF	iShares China Large-Cap ETF	Sell	-1,105,000	-15.9%	$185.44M	5,835,000
Q3 2024	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-43,036	-2.2%	$314.65M	1,881,964
Q3 2024	INTC Intel Corporation	Intel Corporation	Sell	-280,000	-10.1%	$58.65M	2,500,000
Q3 2024	JD JD.com, Inc.	JD.com, Inc.	Buy	+2,989,400	+69.3%	$292.00M	7,300,000
Q3 2024	KWEB KraneShares Trust KraneShares C	KraneShares Trust KraneShares C	Sell	-725,000	-16.1%	$128.09M	3,765,000
Q3 2024	LRCX Lam Research Corporation	Lam Research Corporation	Sell	-9,000	-8.3%	$81.61M	100,000
Q3 2024	LVS Las Vegas Sands Corp.	Las Vegas Sands Corp.	Buy - Position Entry	+1,528,323	-	$76.94M	1,528,323
Q3 2024	LYFT Lyft, Inc.	Lyft, Inc.	Buy	+7,788,743	+97.8%	$200.81M	15,750,000
Q3 2024	M Macy's Inc	Macy's Inc	Sell - Position Exit	-1,265,000	-100.0%	$0.00	-
Q3 2024	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-310,000	-33.2%	$357.77M	625,000
Q3 2024	MPLX MPLX LP	MPLX LP	Sell	-33,000	-5.4%	$25.72M	578,500
Q3 2024	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-211,356	-17.9%	$417.39M	970,000
Q3 2024	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-125,000	-10.6%	$108.90M	1,050,000
Q3 2024	NRG NRG Energy, Inc.	NRG Energy, Inc.	Buy - Position Entry	+999,820	-	$91.08M	999,820
Q3 2024	NVDA NVIDIA Corporation	NVIDIA Corporation	Sell	-65,000	-9.4%	$75.90M	625,000
Q3 2024	ORCL Oracle Corporation	Oracle Corporation	Sell	-426,606	-21.3%	$268.11M	1,573,394

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