Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New AEM GLD positions, Exited BP CERN
Highlights from 2022 Q1 filing as compared to Q4 2021:
- New positions in: AEM (~1.03 mln shares), GLD (~1 mln)
- Increased positions in: DIDI (to ~33.15 mln shares from ~11.9 mln shares), KWEB (to ~3.31 mln from ~0.5 mln), TELL (to ~7 mln from ~5 mln), BABA (to ~0.05 mln from ~0.02 mln)
- Maintained positions in: THM (~61.93 mln shares), BHC (~25.84 mln shares), NG (~22.23 mln shares), ENDP (~17.33 mln shares), BSIG (~8.95 mln shares), AU (~5.97 mln shares), GOLD (~4.55 mln shares), SSRM (~3.12 mln shares), APA (~3 mln shares),
- Closed positions in: BP (from ~1 mln shares), CERN (from ~0.47 mln), TTE (from ~0.46 mln)
- Decreased positions in: TIMB (to ~0.96 mln shares from ~3.9 mln shares), PCRX (to ~0.5 mln from ~1.7 mln), NMRK (to ~1.4 mln from ~2.32 mln), OXY (to ~3.1 mln from ~3.75 mln), HZNP (to ~5.61 mln from ~6 mln), XOM (to ~1 mln from ~1.13 mln)