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Appaloosa 13-F: New stake in SNDK, Raises MU, and Cuts BABA

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New: Sandisk (SNDK) Raises: Amazon (AMZN), Uber (UBER), Vistra (VST), Micron (MU) Cuts: Alibaba (BABA), Microsoft (MSFT), Whirlpool (WHR), Meta (META), Qualcomm (QCOM) Exits: American Air (AAL), Owens Corning (OC), Mohawk Industries (MHK), Iqvia (IQV), United Airlines (UAL) Top: Amazon (AMZN), Micron (MU), Alphabet (GOOG), Uber (UBER), TSMC (TSM)

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