Quarter snapshot

Appaloosa

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	AMZN	+98%	15.16%	4,320,000	$899,726,400
≡	MU	+11%	9.48%	1,665,000	$562,503,600
≡	GOOGL	−3%	8.38%	1,732,700	$497,042,322
≡	UBER	+242%	7.68%	6,332,720	$455,512,550
≡	TSM	+18%	7.56%	1,327,500	$448,628,625
≡	BABA	−33%	7.33%	3,465,000	$434,718,900
≡	VST	+114%	5.12%	2,022,332	$304,017,170
≡	EWY	+28%	4.98%	2,400,000	$295,224,000
≡	NVDA	−13%	4.33%	1,471,500	$256,629,600
≡	NRG	+6%	4.27%	1,734,442	$253,471,354
≡	META	−27%	4.21%	436,500	$249,734,745
≡	SNDK	Newly reported	3.01%	281,250	$178,689,375
≡	GLW	−28%	2.59%	1,129,500	$153,578,115
≡	WHR	−50%	1.77%	1,950,000	$105,144,000
≡	PDD	−49%	1.55%	900,000	$91,962,000
≡	LRCX	−10%	1.38%	382,500	$81,724,950
≡	BIDU	+20%	1.3%	692,100	$77,113,782
≡	LHX	−33%	1.15%	198,000	$68,339,700
≡	RTX	−32%	1.11%	342,000	$65,971,800
≡	ASML	−21%	1.1%	49,500	$65,381,085
≡	QCOM	−57%	1.08%	498,613	$64,211,382
≡	BALL	−30%	0.83%	837,000	$49,475,070
≡	AMD	−32%	0.76%	221,400	$45,039,402
≡	JD	−69%	0.65%	1,305,000	$38,588,850
≡	LYFT	−29%	0.61%	2,700,000	$35,910,000
≡	MSFT	−82%	0.56%	90,000	$33,315,300
≡	KWEB	−77%	0.52%	1,080,000	$30,704,400
≡	ET	−28%	0.51%	1,576,125	$30,419,213
≡	MPLX	−20%	0.48%	502,460	$28,675,392
≡	UNH	−55%	0.41%	90,000	$24,353,100
≡	DB	−92%	0.13%	257,616	$7,671,804
≡	AAL	SOLD	—	—	—
≡	OC	SOLD	—	—	—
≡	MHK	SOLD	—	—	—
≡	IQV	SOLD	—	—	—
≡	UAL	SOLD	—	—	—
≡	FXI	SOLD	—	—	—
≡	DAL	SOLD	—	—	—
≡	GT	SOLD	—	—	—

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