APPALOOSA LP
Adviser information for APPALOOSA LP last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Partnership |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 23 |
---|---|
Investment Advisory/Research | 12 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 2 | $16.8B |
Non-Discretionary | 0 | $0 |
Total | 2 | $16.8B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 2 | $16.8B |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 50 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
---|---|
Compensation | % of AUMPerformance-based fees |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
51 JOHN F. KENNEDY PARKWAYSECOND FLOOR
SHORT HILLS
NJ
United States
Monday - Friday, 9:00-5:00
Tel: 973-701-7000, Fax: 973-701-7055
Chief Compliance Officer
DAVID BERSH
GENERAL COUNSEL; SECRETARY OF THE GENERAL PARTNER
51 JOHN F. KENNEDY PARKWAY
SECOND FLOOR
SHORT HILLS
NJ
United States
Tel:
973-701-7000
Fax:
973-701-7055
D******@*******M
(Full email address available in API data)
Regulatory Contact
MIKE PALMER
CHIEF FINANCIAL OFFICER
51 JOHN F. KENNEDY PARKWAY
SECOND FLOOR
SHORT HILLS
NJ
United States
Tel:
973-701-7000
Fax:
973-701-7055
M*******@*******M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
AZTECA PARTNERS LLC | Hedge Fund | $11,078.0M | $0.0M | 33 |
PALOMINO MASTER LTD. | Hedge Fund | $5,680.9M | $5.0M | 51 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
TEPPER, DAVID, ALAN | Individual | – | PRESIDENT OF THE GENERAL PARTNER | 09/2015 | < 5% |
APPALOOSA CAPITAL INC. | Domestic Entity | – | GENERAL PARTNER | 09/2015 | > 75% |
BOLIN, JAMES, EDWARD | Individual | – | VICE PRESIDENT OF THE GENERAL PARTNER | 09/2015 | < 5% |
PALMER, MICHAEL, LOUIS | Individual | – | TREASURER OF THE GENERAL PARTNER; CHIEF FINANCIAL OFFICER | 09/2015 | < 5% |
TEPPER, DAVID, ALAN | Individual | APPALOOSA CAPITAL INC. | PRESIDENT | 09/2015 | > 75% |
BERSH, DAVID, ANDREW | Individual | – | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL; SECRETARY OF THE GENERAL PARTNER | 03/2019 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADOBE INC | COM | 200M | 360K | N/A |
ADVANCED MICRO DEVICES INC | COM | 222M | 1M | N/A |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 756M | 11M | N/A |
ALPHABET INC | CAP STK CL C | 353M | 2M | N/A |
AMAZON COM INC | COM | 672M | 3M | N/A |
ANTERO RESOURCES CORP | COM | 60M | 2M | N/A |
ASML HOLDING N V | N Y REGISTRY SHS | 89M | 88K | N/A |
BAIDU INC | SPON ADR REP A | 144M | 2M | N/A |
BOEING CO | COM | 38M | 210K | N/A |
CAESARS ENTERTAINMENT INC NE | COM | 87M | 2M | N/A |
CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 18M | 250K | N/A |
CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 9M | 150K | N/A |
CHESAPEAKE ENERGY CORP | COM | 15M | 188K | N/A |
ENERGY TRANSFER L P | COM UT LTD PTN | 125M | 8M | N/A |
EQT CORP | COM | 70M | 2M | N/A |
FEDEX CORP | COM | 165M | 550K | N/A |
INTEL CORP | COM | 86M | 3M | N/A |
ISHARES TR | CHINA LG-CAP ETF | 180M | 7M | N/A |
JD.COM INC | SPON ADS CL A | 111M | 4M | N/A |
KE HLDGS INC | SPONSORED ADS | 30M | 2M | N/A |
KRANESHARES TRUST | CSI CHI INTERNET | 121M | 4M | N/A |
LAM RESEARCH CORP | COM | 116M | 109K | N/A |
LYFT INC | CL A COM | 112M | 8M | N/A |
MACYS INC | COM | 24M | 1M | N/A |
META PLATFORMS INC | CL A | 471M | 935K | N/A |
MICRON TECHNOLOGY INC | COM | 155M | 1M | N/A |
MICROSOFT CORP | COM | 528M | 1M | N/A |
MPLX LP | COM UNIT REP LTD | 26M | 612K | N/A |
NVIDIA CORPORATION | COM | 85M | 690K | N/A |
ORACLE CORP | COM | 282M | 2M | N/A |
PDD HOLDINGS INC | SPONSORED ADS | 258M | 2M | N/A |
QUALCOMM INC | COM | 167M | 840K | N/A |
SOUTHWESTERN ENERGY CO | COM | 30M | 4M | N/A |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 80M | 460K | N/A |
UBER TECHNOLOGIES INC | COM | 109M | 2M | N/A |
UNITED PARCEL SERVICE INC | CL B | 83M | 605K | N/A |
UNITEDHEALTH GROUP INC | COM | 94M | 185K | N/A |