Filing analysis
Appaloosa
13F-HR · period Q3 2024 · filed Nov 14, 2024
$6.73BReported 13F value
38Positions
+4New
4Increased
28Reduced
−3Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| VST Vistra Corp. | $150.59M | 2.2% |
| NRG NRG Energy, Inc. | $91.08M | 1.4% |
| LVS Las Vegas Sands Corp. | $76.94M | 1.1% |
| WYNN Wynn Resorts, Limited | $76.70M | 1.1% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| PDD PDD Holdings Inc. | ▲ Add | +173.2% | $714.65M |
| BABA Alibaba Group Holding Limited | ▼ Trim | -4.8% | $1.06B |
| JD JD.com, Inc. | ▲ Add | +69.3% | $292.00M |
| META Meta Platforms, Inc. | ▼ Trim | -33.2% | $357.77M |
| MSFT Microsoft Corporation | ▼ Trim | -17.9% | $417.39M |
| ADBE Adobe Inc. | ▼ Trim | -44.4% | $103.56M |
| LYFT Lyft, Inc. | ▲ Add | +97.8% | $200.81M |
| AMZN Amazon.com, Inc. | ▼ Trim | -7.9% | $596.26M |
| FDX FedEx Corporation | ▼ Trim | -31.8% | $102.63M |
| MU Micron Technology, Inc. | ▼ Trim | -10.6% | $108.90M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.