Appaloosa as of March 31, 2021
Portfolio Holdings for Appaloosa
Appaloosa holds 62 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Micron Technology (MU) | 9.2 | $642M | 7.3M | 88.21 | |
Amazon (AMZN) | 8.3 | $576M | 186k | 3094.08 | |
Facebook Cl A (META) | 7.7 | $536M | 1.8M | 294.53 | |
Metropcs Communications (TMUS) | 7.5 | $525M | 4.2M | 125.29 | |
Alphabet Cap Stk Cl C (GOOG) | 6.9 | $478M | 231k | 2068.63 | |
PG&E Corporation (PCG) | 4.8 | $335M | 29M | 11.71 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 3.7 | $259M | 1.1M | 226.73 | |
Occidental Petroleum Corporation (OXY) | 3.2 | $224M | 8.4M | 26.62 | |
Select Sector Spdr Tr Energy (XLE) | 3.0 | $212M | 4.3M | 49.06 | |
Hca Holdings (HCA) | 2.6 | $179M | 950k | 188.34 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 2.5 | $175M | 23M | 7.68 | |
2.4 | $169M | 2.7M | 63.63 | ||
Chesapeake Energy Corp (CHK) | 2.3 | $162M | 3.7M | 43.39 | |
Viacomcbs CL B (PARA) | 2.2 | $155M | 3.4M | 45.10 | |
Paysafe Ord | 1.9 | $135M | 10M | 13.50 | |
Spdr Ser Tr S&p Oilgas Exp (XOP) | 1.6 | $111M | 1.4M | 81.34 | |
Microsoft Corporation (MSFT) | 1.6 | $109M | 460k | 235.77 | |
D.R. Horton (DHI) | 1.5 | $104M | 1.2M | 89.12 | |
UnitedHealth (UNH) | 1.5 | $103M | 278k | 372.07 | |
Qualcomm (QCOM) | 1.4 | $99M | 750k | 132.59 | |
Kohl's Corporation (KSS) | 1.4 | $95M | 1.6M | 59.61 | |
SYSCO Corporation (SYY) | 1.3 | $91M | 1.2M | 78.74 | |
Visa Com Cl A (V) | 1.3 | $88M | 415k | 211.73 | |
CarMax (KMX) | 1.2 | $87M | 654k | 132.66 | |
Macy's (M) | 1.2 | $85M | 5.3M | 16.19 | |
Emerson Electric (EMR) | 1.2 | $82M | 906k | 90.22 | |
salesforce (CRM) | 1.2 | $82M | 385k | 211.87 | |
Goodyear Tire & Rubber Company (GT) | 1.2 | $81M | 4.6M | 17.57 | |
Mastercard Incorporated Cl A (MA) | 1.1 | $75M | 210k | 356.05 | |
Enterprise Products Partners (EPD) | 1.0 | $71M | 3.2M | 22.02 | |
Adobe Systems Incorporated (ADBE) | 1.0 | $69M | 145k | 475.37 | |
Walt Disney Company (DIS) | 0.9 | $64M | 345k | 184.52 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.9 | $60M | 2.0M | 30.50 | |
Netflix (NFLX) | 0.8 | $56M | 108k | 521.66 | |
Alliance Data Systems Corporation (BFH) | 0.7 | $52M | 463k | 112.09 | |
Freeport-mcmoran CL B (FCX) | 0.7 | $49M | 1.5M | 32.93 | |
Paypal Holdings (PYPL) | 0.6 | $43M | 175k | 242.84 | |
Ishares Msci Sth Kor Etf (EWY) | 0.6 | $42M | 463k | 89.70 | |
EQT Corporation (EQT) | 0.5 | $38M | 2.0M | 18.58 | |
Mosaic (MOS) | 0.5 | $34M | 1.1M | 31.61 | |
Antero Res (AR) | 0.4 | $30M | 3.0M | 10.20 | |
Iqiyi Sponsored Ads (IQ) | 0.4 | $27M | 1.6M | 16.62 | |
Apa Corporation (APA) | 0.4 | $27M | 1.5M | 17.90 | |
E2open Parent Holdings Com Cl A (ETWO) | 0.4 | $25M | 2.5M | 9.96 | |
MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $24M | 941k | 25.63 | |
BP Sponsored Adr (BP) | 0.3 | $24M | 975k | 24.35 | |
Discovery Com Ser A | 0.3 | $21M | 475k | 43.46 | |
Western Midstream Partners L Com Unit Lp Int (WES) | 0.3 | $17M | 937k | 18.59 | |
Altimeter Growth Corp 2 Com Cl A | 0.2 | $16M | 1.5M | 10.38 | |
Chesapeake Energy Corp *w Exp 99/99/999 (CHKEZ) | 0.2 | $14M | 695k | 19.74 | |
Chesapeake Energy Corp *w Exp 99/99/999 (CHKEW) | 0.2 | $13M | 626k | 20.62 | |
Cc Neuberger Principal Holdn Unit 99/99/9999 | 0.2 | $13M | 1.3M | 9.99 | |
Royal Dutch Shell Spons Adr A | 0.2 | $12M | 293k | 39.21 | |
Royal Dutch Shell Spon Adr B | 0.2 | $11M | 293k | 36.83 | |
Liberty Media Acquisition Unit 01/22/2026 | 0.2 | $11M | 1.0M | 10.71 | |
Baidu Spon Adr Rep A (BIDU) | 0.1 | $9.8M | 45k | 217.56 | |
Pg&e Corp Unit 99/99/9999 | 0.1 | $8.6M | 75k | 114.11 | |
Svf Investment Corp Unit 12/20/2025 | 0.1 | $7.9M | 750k | 10.56 | |
Dragoneer Growth Oppty Corp Shs Cl A | 0.1 | $7.7M | 750k | 10.28 | |
Hennessy Capital Invs Corp V Unit 01/15/2025 | 0.1 | $7.6M | 750k | 10.12 | |
Chesapeake Energy Corp *w Exp 03/01/202 (CHKEL) | 0.1 | $6.5M | 386k | 16.80 | |
Shopify Cl A (SHOP) | 0.1 | $4.1M | 3.8k | 1106.40 |