Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New IS VMW positions, Exited XOM
Highlights from 2022 Q2 filing as compared to Q1 2022:
- New positions in: IS (~7.5 mln shares), VMW (~0.5 mln)
- Increased positions in: HZNP (to ~6.2 mln shares from ~5.6 mln shares)
- Maintained positions in: THM (~61.9 mln shares), NG (~22.2 mln shares), BSIG (~8.95 mln shares), TELL (~7 mln shares), AU (~5.97 mln shares), GOLD (~4.55 mln shares), KWEB (~3.3 mln shares), SSRM (~3.1 mln shares), APA (~3 mln shares)
- Closed positions in: XOM (from ~1 mln shares), GLD (from ~1 mln), TIMB (from ~0.96 mln), OIH (from ~0.17 mln)
- Decreased positions in: OXY (to ~2.5 mln shares from ~3.1 mln shares), PCRX (to ~0.35 mln from ~0.5 mln), NMRK (to ~1.28 mln from ~1.4 mln)