John Paulson’s Paulson & Co. disclosed in an SEC filing its holdings as of June 30, 2022. The fund’s five new buys during the second quarter included, by size of position, VMware (VMW) and IronSource (IS). Paulson exited six positions during the quarter, including by size of previous position SPDR Gold Shares (GLD), DiDi (DIDIY), Exxon Mobil (XOM), VanEck Oil Services ETF (OIH), and TIM SA (TIMB). The fund increased its stake in two holdings, namely Horizon Therapeutics (HZNP) and Bausch Health (BHC). Paulson reduced its stake in four holdings, including by size of previous position Endo (ENDP), Occidental (OXY), Pacira Biosciences (PCRX) and Newmark (NMRK). The fund’s top holdings as of June 30, in order of size, were Horizon Therapeutics, Bausch Health, BrightSphere (BSIG), Occidental, and KraneShares CSI China Internet ETF (KWEB).
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