Appaloosa as of Sept. 30, 2020
Portfolio Holdings for Appaloosa
Appaloosa holds 32 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PG&E Corporation (PCG) | 13.4 | $759M | 81M | 9.39 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 11.5 | $653M | 2.2M | 293.98 | |
| Metropcs Communications (TMUS) | 10.5 | $596M | 5.2M | 114.36 | |
| Micron Technology (MU) | 10.2 | $575M | 12M | 46.96 | |
| Facebook Cl A (META) | 8.2 | $463M | 1.8M | 261.90 | |
| Amazon (AMZN) | 7.9 | $446M | 142k | 3148.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.7 | $378M | 258k | 1469.60 | |
| 3.7 | $207M | 4.7M | 44.50 | ||
| Mastercard Incorporated Cl A (MA) | 2.6 | $150M | 443k | 338.17 | |
| Visa Com Cl A (V) | 2.4 | $136M | 680k | 199.97 | |
| At&t (T) | 2.3 | $132M | 4.6M | 28.51 | |
| Paypal Holdings (PYPL) | 2.1 | $121M | 613k | 197.03 | |
| Hca Holdings (HCA) | 2.1 | $117M | 935k | 124.68 | |
| salesforce (CRM) | 1.9 | $110M | 438k | 251.32 | |
| Disney Walt Com Disney (DIS) | 1.9 | $109M | 880k | 124.08 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.8 | $103M | 19M | 5.42 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $86M | 175k | 490.43 | |
| Emerson Electric (EMR) | 1.4 | $81M | 1.2M | 65.57 | |
| SYSCO Corporation (SYY) | 1.4 | $79M | 1.3M | 62.22 | |
| Netflix (NFLX) | 1.2 | $66M | 132k | 500.03 | |
| Microsoft Corporation (MSFT) | 1.1 | $64M | 303k | 210.33 | |
| Square Cl A (XYZ) | 0.8 | $46M | 283k | 162.55 | |
| Altria (MO) | 0.6 | $36M | 925k | 38.64 | |
| Goodyear Tire & Rubber Company (GT) | 0.6 | $35M | 4.6M | 7.67 | |
| Boston Scientific Corporation (BSX) | 0.5 | $30M | 788k | 38.21 | |
| UnitedHealth (UNH) | 0.4 | $22M | 71k | 311.77 | |
| Wells Fargo & Company (WFC) | 0.4 | $21M | 875k | 23.51 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $18M | 905k | 19.98 | |
| Pg&e Corp Unit 99/99/9999 | 0.1 | $7.4M | 75k | 98.09 | |
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $5.7M | 713k | 8.00 | |
| Tenneco Cl A Vtg Com Stk | 0.1 | $5.2M | 755k | 6.94 | |
| Enable Midstream Partners Com Unit Rp In | 0.0 | $1.3M | 307k | 4.14 |
