Filing analysis
Appaloosa
13F-HR · period Q4 2024 · filed Feb 10, 2025
$6.46BReported 13F value
37Positions
+1New
17Increased
13Reduced
−2Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| GLW Corning Inc | $71.28M | 1.1% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| VST Vistra Corp. | ▲ Add | +112.5% | $372.25M |
| PDD PDD Holdings Inc. | ▲ Add | +1.0% | $519.49M |
| NRG NRG Energy, Inc. | ▲ Add | +81.5% | $163.75M |
| META Meta Platforms, Inc. | ▼ Trim | -21.6% | $286.90M |
| JD JD.com, Inc. | ▲ Add | +43.4% | $362.85M |
| BABA Alibaba Group Holding Limited | ▲ Add | +18.4% | $1.00B |
| ASML ASML Holding N.V. | ▲ Add | +106.5% | $110.89M |
| GOOG Alphabet Inc. | ▼ Trim | 0.0% | $358.40M |
| AMD Advanced Micro Devices, Inc. | ▲ Add | +5.7% | $144.95M |
| INTC Intel Corp. | ▼ Trim | -60.0% | $20.05M |
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.