Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New DIDI APA RDS.A positions
Highlights from 2021 Q2 filing as compared to Q1 2021:
- New positions in: DIDI (~11.08 mln shares), APA (~4 mln), RDSA (~2.03 mln), BP (~1.94 mln), BALY (~1 mln), DISCA (~0.86 mln), OIH (~0.22 mln), KSU (~0.17 mln), BIDU (~0.02 mln), BABA (~0.02 mln)
- Increased positions in: OXY (to ~5 mln shares from ~3 mln shares), GOLD (to ~4.55 mln from ~3.55 mln), XOM (to ~1.5 mln from ~1 mln), SA (to ~2.07 mln from ~1.57 mln)
- Maintained positions in: THM (~61.93 mln shares), BHC (~25.84 mln shares), NG (~22.23 mln shares), THRY (~2.81 mln shares), BSIG (~20 mln shares), ENDP (~18.33 mln shares), HZNP (~7.99 mln shares), AU (~5.97 mln shares)
- Closed positions in: TAK (from ~4.73 mln shares), TLND (from ~0.65 mln)
- Decreased positions in: VTRS (to ~3.34 mln shares from ~11.48 mln shares), DISH (to ~3.35 mln from ~3.62 mln), PCRX (to ~1.27 mln from ~1.41 mln)