DT
David Tepper (Appaloosa) disclosed new in LAM RESEARCH CORP
David Tepper (Appaloosa) filed a 13F change in LAM RESEARCH CORP (512807306) on 2025-02-10, covering period end 2024-12-31.
Action
New
Capital
$90,287,500 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
40 changes from David Tepper (Appaloosa), filed 2025-02-10 for period end 2024-12-31.
$6.5B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
92840M102 VISTRA CORP | Increased | $221.7M | $372.2M | 3.43% |
722304102 PDD HOLDINGS INC | Reduced | -$195.2M | $519.5M | 3.02% |
00724F101 ADOBE INC | Sold out | -$103.6M | $0 | 1.60% |
512807306 LAM RESEARCH CORP | New | $90.3M | $90.3M | 1.40% |
512807108 LAM RESEARCH CORP | Sold out | -$81.6M | $0 | 1.26% |
629377508 NRG ENERGY INC | Increased | $72.7M | $163.7M | 1.12% |
219350105 CORNING INC | New | $71.3M | $71.3M | 1.10% |
30303M102 META PLATFORMS INC | Reduced | -$70.9M | $286.9M | 1.10% |
47215P106 JD.COM INC | Increased | $70.9M | $362.9M | 1.10% |
01609W102 ALIBABA GROUP HLDG LTD | Reduced | -$57.0M | $1.0B | 0.88% |
N07059210 ASML HOLDING N V | Increased | $46.3M | $110.9M | 0.72% |
02079K107 ALPHABET INC | Increased | $43.8M | $358.4M | 0.68% |
7903107 ADVANCED MICRO DEVICES INC | Reduced | -$41.3M | $144.9M | 0.64% |
458140100 INTEL CORP | Reduced | -$38.6M | $20.1M | 0.60% |
68389X105 ORACLE CORP | Reduced | -$34.8M | $233.3M | 0.54% |
983134107 WYNN RESORTS LTD | Reduced | -$33.6M | $43.1M | 0.52% |
517834107 LAS VEGAS SANDS CORP | Reduced | -$30.7M | $46.2M | 0.48% |
845467109 SOUTHWESTRERN ENERGY CO | Sold out | -$29.7M | $0 | 0.46% |
26884L109 EQT CORP | Reduced | -$28.9M | $36.9M | 0.45% |
55087P104 LYFT INC | Reduced | -$26.7M | $174.2M | 0.41% |
23135106 AMAZON COM INC | Reduced | -$25.8M | $570.4M | 0.40% |
56752108 BAIDU INC | Reduced | -$21.2M | $128.8M | 0.33% |
03674X106 ANTERO RESOURCES CORP | Reduced | -$20.6M | $29.4M | 0.32% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$20.1M | $49.4M | 0.31% |
464287184 ISHARES TR | Increased | $16.6M | $202.0M | 0.26% |
12769G100 CAESARS ENTERTAINMENT INC NE | Reduced | -$16.2M | $73.5M | 0.25% |
165167735 EXPAND ENERGY CORPORATION | Increased | $15.8M | $29.4M | 0.24% |
90353T100 UBER TECHNOLOGIES INC | Reduced | -$15.5M | $90.5M | 0.24% |
67066G104 NVIDIA CORPORATION | Increased | $15.4M | $91.3M | 0.24% |
91324P102 UNITEDHEALTH GROUP INC | Reduced | -$13.8M | $88.3M | 0.21% |
29273V100 ENERGY TRANSFER L P | Reduced | -$13.3M | $96.3M | 0.21% |
747525103 QUALCOMM INC | Reduced | -$13.1M | $122.9M | 0.20% |
594918104 MICROSOFT CORP | Reduced | -$8.5M | $408.9M | 0.13% |
595112103 MICRON TECHNOLOGY INC | Reduced | -$7.9M | $101.0M | 0.12% |
500767306 KRANESHARES TRUST | Increased | $5.7M | $133.8M | 0.09% |
165167172 EXPAND ENERGY CORPORATION | Increased | $5.3M | $22.7M | 0.08% |
31428X106 FEDEX CORP | Reduced | -$4.2M | $98.5M | 0.06% |
482497104 KE HLDGS INC | Increased | $4.1M | $47.4M | 0.06% |
165167180 EXPAND ENERGY CORPORATION | Increased | $3.0M | $12.8M | 0.05% |
55336V100 MPLX LP | Increased | $2.0M | $27.7M | 0.03% |