TPG Group discloses updated portfolio positions in 13F filing: New CZR TV SCG positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: CZR (~54.2 mln shares), TV (~2.29 mln), SCG (~1.9 mln), TCAP (~1.38 mln), WP (~1.14 mln), TAL (~0.08 mln)
- Increased positions in: SYMC (to ~2.82 mln shares from ~2.09 mln shares), CTSH (to ~1.61 mln from ~1.11 mln), PEGA (to ~1.73 mln from ~1.27 mln), PHG (to ~0.88 mln from ~0.66 mln), AMC (to ~0.37 mln from ~0.22 mln) APD (to ~0.56 mln from ~0.46 mln), AVGO (to ~0.42 mln from ~0.37 mln)
- Maintained positions in: SABR (~45.86 mln shares), NXEO (~31.13 mln shares), ENDP (~22.15 mln shares), ELF (~13.51 mln shares)
- Closed positions in: NGVT (from ~1 mln shares), LW (from ~0.99 mln), HCC (from ~0.77 mln), CDNA (from ~0.17 mln), SQ (from ~0.14 mln), GOLF (from ~0.14 mln)
- Decreased positions in: IQV (to ~22.87 mln shares from ~28.29 mln shares), MPC (to ~0.33 mln from ~1.68 mln), IBKR (to ~1.54 mln from ~2.18 mln), FNF (to ~1.09 mln from ~1.62 mln), HLNE (to ~1.03 mln from ~1.35 mln), AGN (to ~0.06 mln from ~0.13 mln)