Equal-WT
WhaleScore 2.0
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APPALOOSA LP
SHORT HILLS NJ
Hedge Fund
Investment Advisor
Billionaires Group
Appaloosa Management is one of the most successful hedge funds and is managed by David Tepper. Although many of Appaloosa's investments such as distressed debt and other fixed income are not disclosed via 13F filings, the fund's equity portfolio has proven to be a source of excellent returns. Tepper is opportunistic in his equity investing and often takes a contrarian view.Whalewisdom has at least 98 13F filings, 4 13D filings, and 8 13G filings Their last reported 13F filing for Q1 2024 included $6,754,832,658 in managed 13F securities
and a top 10 holdings concentration of 64.7%. Appaloosa's largest holding is Alibaba Group Holding Ltd ADR with shares held of 11,250,000.
2024-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| BABA Alibaba Group Holdin | 6.23% |
| ADBE Adobe Systems, Inc. | 2.61% |
| FXI iShares China Large- | 2.27% |
| ORCL Oracle Corp | 1.86% |
| PDD PDD Holdings Inc. | 1.66% |
2024-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| UBER Uber Technologies In | 4.83% |
| META Meta Platforms Inc | 3.24% |
| MSFT Microsoft Corp. | 2.32% |
| ARKK ARK Innovation ETF (CALL) | 2.31% |
| INTC Intel Corp. | 1.54% |
2024-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| BABA Alibaba Group Holdin | 12.05% |
| AMZN Amazon.com Inc. | 10.22% |
| MSFT Microsoft Corp. | 8.72% |
| META Meta Platforms Inc | 8.07% |
| NVDA NVIDIA Corp. | 5.91% |
2024-03-31
13F Activity
| Market Value | $6.75b, Prior: $5.79b |
| Inflows (Outflows) as % of Total MV | (-1.8453)% |
| New Purchases | 7 stocks |
| Added To | 6 stocks |
| Sold out of | 8 stocks |
| Reduced holdings in | 13 stocks |
| Top 10 Holdings % | 64.7% |
| Turnover %[1] | 31.91% |
| Turnover Alt %[2] | 19.24% |
| Time Held Top 20 | 8.05 quarters |
| Time Held Top 10 | 10 quarters |
| Time Held All | 8.21 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-03-31
13F Sector Allocation Over Time
2024-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31