David Tepper / Michael L Palmer
@Appaloosa Lp
Latest period2024 - Q3ReportedManaged Assets$6.732BTotal holdings38
Assets growth rate9.02%Assets growth rate (2-Q avg)0.22%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Appaloosa Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 38 positions.
Assets under management
The assets under management (AUM) of Appaloosa Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.732B in assets, with a quarterly growth rate of 9.02% and a 2-quarter average growth rate of 0.22%. The portfolio is managed by David Tepper, Michael L Palmer, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
UNHUnitedhealth Group Inc
| 1.52% | $102.027M 174,500 shares@ $584.68 avg price | Decreased -5.67% |
NRGNrg Energy Inc
| 1.36% | $91.084M 999,820 shares@ $91.1 avg price | New Position |
CZRCaesars Entertainment Inc Ne
| 1.34% | $89.741M 2.15M shares@ $41.74 avg price | Decreased -2.27% |
LRCXLam Research Corp
| 1.22% | $81.608M 100,000 shares@ $816.08 avg price | Decreased -8.25% |
LVSLas Vegas Sands Corp
| 1.15% | $76.936M 1.528M shares@ $50.35 avg price | New Position |
WYNNWynn Resorts Ltd
| 1.14% | $76.704M 800,000 shares@ $95.88 avg price | New Position |
NVDANvidia Corporation
| 1.13% | $75.9M 625,000 shares@ $121.44 avg price | Decreased -9.42% |
TSMTaiwan Semiconductor Mfg Ltd
| 1.04% | $69.468M 400,000 shares@ $173.67 avg price | Decreased -13.04% |
EQTEqt Corp
| 0.98% | $65.769M 1.795M shares@ $36.64 avg price | Decreased -5.77% |
ASMLAsml Holding N V
| 0.96% | $64.577M 77,500 shares@ $833.25 avg price | Decreased -11.42% |