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

Identifiers

SEC RIA File Number 801-106869
SEC ERA File Number 801-106869
SEC CIK Numbers 1656456
SEC CRD Numbers 281909
Legal Entity Identifier 549300PDL8J17IHKV134

Principal Office

51 JOHN F. KENNEDY PARKWAY
SECOND 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
(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
(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

3015020202021202220232024202528 on 3/24/202022 on 3/18/202123 on 3/15/202223 on 3/23/202323 on 3/19/2024

RAUM, Historic

20B10B020202021202220232024202513462000000 on 3/24/202012707214000 on 3/18/202114596583551 on 3/15/202213794100984 on 3/23/202316758855580 on 3/19/2024

No. Clients, Historic

10502020202120222023202420252 on 3/24/20202 on 3/18/20212 on 3/15/20222 on 3/23/20232 on 3/19/2024

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