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Appaloosa 13-F

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Appaloosa Management doubled down on core AI and cloud leaders like TSM and AMZN while diversifying into industrials like Boeing, offset by significant exits in RTX and PDD.

News detail

New: Boeing (BA), American Airlines (AAL), CoreWeave (CRWV), Broadcom (AVGO), and Goodyear (GT). Raises: TSMC (TSM), Amazon (AMZN), iShares MSCI South Korea ETF (EWY), Alphabet Class C (GOOG), and Meta (META) Cuts: Alibaba (BABA), Whirlpool (WHR), Qualcomm (QCOM), AMD (AMD), and Micron (MU). Exits: SanDisk (SNDK), Corning (GLW), PDD (PDD), L3Harris (LHX), and RTX (RTX).

19 stocks

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