Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New AMTD QGEN TCO positions
Highlights from 2020 Q2 filing as compared to Q1 2020:
- New positions in: AMTD (~0.98 mln shares), QGEN (~0.56 mln), TCO (~0.3 mln)
- Increased positions in: BHC (to ~25.84 mln shares from ~20.84 mln shares)
- Maintained positions in: THM (~59.59 mln shares), BSIG (~20 mln shares), ENDP (~9.63 mln shares), GLD (~1.89 mln shares), GOLD (~1.55 mln shares), KGCL (~1.5 mln shares), TIF (~0.6 mln shares)
- Closed positions in: QEP (from ~1.02 mln shares) NAV (from ~0.22 mln) LEA (from ~0.01 mln)
- Decreased positions in: VIAC (to ~1.57 mln shares from ~6 mln shares), AU (to ~6.97 mln from ~11.35 mln), NG (to ~22.23 mln from ~25.23 mln), DISCK (to ~6.9 mln from ~9.25 mln), TAK (to ~11.49 mln from ~13.24 mln), DISH (to ~3.62 mln from ~4.97 mln), HZNP (to ~6.89 mln from ~8.17 mln), MYL (to ~11.48 mln from ~12.01 mln), PCRX (to ~1.29 mln from ~1.72 mln)