13F filing recap · Q2 2023
What did Appaloosa LP buy in Q2 2023?
Reported stock-position changes between this filing and the previous one.
Stock value
$5.39B
Positions
39
Estimated turnover
111.9%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
New positions
AMDAdvanced Micro Devices Inc$263.13Mreported value+2.31M sharesINTCIntel Corp$226.56Mreported value+6.78M sharesQCOMQualcomm Inc/de$220.22Mreported value+1.85M sharesTSMTaiwan Semiconductor Manufacturing$179.13Mreported value+1.77M sharesBIDUBaidu, Inc.$174.56Mreported value+1.27M sharesMRVLMarvell Technology, Inc.$104.61Mreported value+1.75M sharesAVGOBroadcom Inc.$104.09Mreported value+120.0K sharesAAPLApple Inc.$93.11Mreported value+480.0K sharesMUMicron Technology, Inc.$88.35Mreported value+1.40M sharesLRCXLam Research Corporation$77.14Mreported value+120.0K sharesJDJd.com, Inc.$63.99Mreported value+1.88M sharesSNPSSynopsys Inc$63.13Mreported value+145.0K sharesASMLAsml Holding N.v.$57.98Mreported value+80.0K sharesPDDPdd Holdings Inc.$51.85Mreported value+750.0K sharesCDNSCadence Design Systems, Inc.$44.56Mreported value+190.0K sharesKWEBKraneshares Trust$43.09Mreported value+1.60M sharesFXIiShares Trust$40.78Mreported value+1.50M sharesANETArista Networks, Inc.$40.52Mreported value+250.0K sharesSWNSouthwestern Energy Co$28.85Mreported value+4.80M shares