Appaloosa as of Sept. 30, 2019
Portfolio Holdings for Appaloosa
Appaloosa holds 25 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 15.9 | $542M | 445k | 1219.00 | |
| Facebook Inc cl a (META) | 14.7 | $503M | 2.8M | 178.08 | |
| Amazon (AMZN) | 13.5 | $460M | 265k | 1735.91 | |
| Altaba | 7.9 | $270M | 14M | 19.48 | |
| Micron Technology (MU) | 7.5 | $257M | 6.0M | 42.85 | |
| Allergan | 6.4 | $218M | 1.3M | 168.29 | |
| Alibaba Group Holding (BABA) | 6.4 | $217M | 1.3M | 167.23 | |
| PG&E Corporation (PCG) | 5.3 | $181M | 18M | 10.00 | |
| Caesars Entertainment | 3.8 | $131M | 11M | 11.66 | |
| Energy Transfer Equity (ET) | 2.2 | $77M | 5.9M | 13.08 | |
| Broadcom (AVGO) | 2.2 | $76M | 275k | 276.07 | |
| salesforce (CRM) | 2.2 | $74M | 500k | 148.44 | |
| Alerian Mlp Etf | 1.8 | $60M | 6.6M | 9.14 | |
| Adobe Systems Incorporated (ADBE) | 1.7 | $57M | 205k | 276.25 | |
| Metropcs Communications (TMUS) | 1.6 | $55M | 700k | 78.77 | |
| UnitedHealth (UNH) | 1.6 | $54M | 250k | 217.32 | |
| Vistra Energy (VST) | 1.4 | $46M | 1.7M | 26.73 | |
| Caesars Entmt Corp note 5.000%10/0 | 1.0 | $35M | 20M | 1.73 | |
| Cheniere Energy (LNG) | 0.8 | $26M | 410k | 63.06 | |
| SPDR S&P Oil & Gas Explore & Prod. | 0.7 | $25M | 1.1M | 22.36 | |
| Humana (HUM) | 0.6 | $19M | 75k | 255.67 | |
| Boeing Company (BA) | 0.3 | $11M | 30k | 380.47 | |
| Clearway Energy Inc cl c (CWEN) | 0.3 | $11M | 597k | 18.25 | |
| Mr Cooper Group | 0.2 | $6.9M | 653k | 10.62 | |
| Clearway Energy Inc cl a (CWEN.A) | 0.1 | $3.0M | 175k | 17.34 |
