Quarter snapshot

Appaloosa

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

history	Ticker	Change	% of portfolio	Shares	Value
≡	GT	NEW	0.32%	2,500,000	$21,900,000
≡	DAL	NEW	0.48%	475,000	$32,965,000
≡	MPLX	NEW	0.49%	627,500	$33,489,675
≡	ET	NEW	0.53%	2,191,250	$36,133,713
≡	FXI	NEW	0.61%	1,087,500	$41,640,375
≡	UAL	NEW	0.76%	465,000	$51,996,300
≡	IQV	NEW	0.92%	280,000	$63,114,800
≡	BALL	NEW	0.93%	1,200,000	$63,564,000
≡	UNH	NEW	0.96%	200,000	$66,022,000
≡	ASML	NEW	0.98%	62,500	$66,866,250
≡	AMD	NEW	1.02%	325,000	$69,602,000
≡	LRCX	NEW	1.06%	425,000	$72,751,500
≡	LYFT	NEW	1.07%	3,800,000	$73,606,000
≡	MHK	NEW	1.08%	675,000	$73,777,500
≡	BIDU	NEW	1.1%	575,000	$75,129,500
≡	LHX	NEW	1.26%	295,000	$86,603,150
≡	RTX	NEW	1.34%	500,000	$91,700,000
≡	OC	NEW	1.55%	950,000	$106,314,500
≡	JD	NEW	1.74%	4,157,046	$119,307,220
≡	DB	NEW	1.77%	3,150,000	$121,464,000
≡	GLW	NEW	2.01%	1,570,200	$137,486,712
≡	UBER	NEW	2.21%	1,850,000	$151,163,500
≡	VST	NEW	2.22%	945,000	$152,456,850
≡	KWEB	NEW	2.36%	4,750,000	$161,737,500
≡	EWY	NEW	2.66%	1,875,000	$182,287,500
≡	QCOM	NEW	2.86%	1,145,000	$195,852,250
≡	PDD	NEW	2.94%	1,775,000	$201,267,250
≡	AAL	NEW	3.17%	14,150,000	$216,919,500
≡	MSFT	NEW	3.53%	500,000	$241,810,000
≡	NRG	NEW	3.81%	1,640,000	$261,153,600
≡	WHR	NEW	4.12%	3,910,000	$282,067,400
≡	NVDA	NEW	4.63%	1,700,000	$317,050,000
≡	TSM	NEW	5.01%	1,130,000	$343,395,700
≡	META	NEW	5.78%	600,000	$396,054,000
≡	MU	NEW	6.25%	1,500,000	$428,115,000
≡	AMZN	NEW	7.34%	2,179,391	$503,047,031
≡	GOOGL	NEW	8.18%	1,786,931	$560,738,948
≡	BABA	NEW	10.99%	5,137,931	$753,117,926