Whirlpool (China) (SH:600983) Zhi Tong Cai Jing·2025-11-14 03:32Core Viewpoint - David Tepper's Appaloosa LP reported a significant increase in its U.S. stock holdings, with a total market value of $7.38 billion as of September 30, 2025, up from $6.45 billion in the previous quarter, reflecting a 14% quarter-over-quarter growth [1][2]. Holdings Summary - Appaloosa added 10 new stocks to its portfolio, increased holdings in 9 stocks, reduced holdings in 24 stocks, and completely sold out of 3 stocks [1][2]. - The top 10 holdings account for 57.59% of the total market value [1][2]. Top Holdings - The largest holding is Alibaba (BABA) with 6.45 million shares valued at approximately $1.15 billion, representing 15.61% of the portfolio, with a decrease of 8.73% in shares held [4]. - Amazon (AMZN) is the second-largest holding with 2.5 million shares valued at about $550 million, making up 7.43% of the portfolio, down 7.41% in shares [4]. - Whirlpool (WHR) ranks third with 5.5 million shares valued at around $432.3 million, a significant increase of 1966.95% in shares held [3][4]. - Nvidia (NVDA) is the fourth-largest holding with 1.9 million shares valued at approximately $354.5 million, up 8.57% in shares [4]. - Google (GOOG) is the fifth-largest holding with 1.39 million shares valued at about $337.9 million, down 7.50% in shares [4]. Significant Changes - Appaloosa significantly increased its stake in Whirlpool (WHR) and KraneShares CSI China Internet ETF (KWEB), while completely selling out of Intel (INTC), Beike (BEKE), and Oracle (ORCL) [5][6]. - The top buys by percentage change in the portfolio include Whirlpool (WHR) with a 5.44% increase, Advanced Micro Devices (AMD) with a 2.08% increase, and KWEB with a 2.08% increase [6].