Appaloosa Management L.P. 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
Concentration is the first item to inspect: top 5 44.48%, top 10 66.68%, top 20 88.87%. The largest names are BABA (Alibaba Group Holding Limited) 12.69%, GOOGL (Alphabet Inc.) 9.44%, AMZN (Amazon.com, Inc.) 8.47%, MU (Micron Technology, Inc.) 7.21%, and META (Meta Platforms, Inc.) 6.67%, and the largest sector exposures are Consumer Discretionary 32.92%, Information Technology 24.64%, and Communication Services 17.38%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by BABA (Alibaba Group Holding Limited) 12.69%, GOOGL (Alphabet Inc.) 9.44%, and AMZN (Amazon.com, Inc.) 8.47%, with sector exposure of Consumer Discretionary 32.92%, Information Technology 24.64%, and Communication Services 17.38%. The baseline metrics show return 17.44%, alpha 3.38%, beta 1.07, Sharpe 0.80, Sortino 1.08, and max drawdown -30.54%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The strongest recent period was 2025-06-30 (12.29% strategy return, 4.20% benchmark, 8.09% excess, 52.90% turnover), while the weakest was 2024-03-31 (-2.22% strategy return, 2.31% benchmark, -4.53% excess, 35.39% turnover). Those periods should be read alongside baseline metrics of return 17.44%, alpha 3.38%, beta 1.07, Sharpe 0.80, Sortino 1.08, and max drawdown -30.54% to judge whether returns came from persistent exposure or a narrow timing window.