MAJOR GURUS:
 David Einhorn
 Bill Ackman
 Bill Miller
 Steven Cohen
 Jim Simons
|
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INSTITUTION : John Paulson (PAULSON & CO. INC. ) |
| |
|
John Paulson Portfolio (reported on 2017-08-14)
| Company (links to holding history) |
Ticker |
Value On
2017-06-30 |
No of Shares |
% of portfolio |
| ALLERGAN PLC (SHS) |
AGN |
657,211,000 |
2,703,570 |
8.90% |
| MYLAN N V (SHS EURO) |
MYL |
626,306,000 |
16,133,600 |
8.48% |
| SHIRE PLC (SPONSORED ADR) |
SHPGY |
596,063,000 |
3,606,600 |
8.07% |
| SPDR GOLD TRUST (GOLD SHS) |
GLD |
514,534,000 |
4,359,722 |
6.96% |
| VALEANT PHARMACEUTICALS INTL (COM) |
VRX |
377,372,000 |
21,813,400 |
5.11% |
| T MOBILE US INC (COM) |
TMUS |
366,793,000 |
6,050,700 |
4.96% |
| MALLINCKRODT PUB LTD CO (SHS) |
MNK |
308,802,000 |
6,891,372 |
4.18% |
| TIME WARNER INC (COM NEW) |
TWX |
299,870,000 |
2,986,455 |
4.06% |
| AMERICAN INTL GROUP INC (COM NEW) |
AIG |
258,881,000 |
4,140,763 |
3.50% |
| DISH NETWORK CORP (CL A) |
DISH |
250,965,000 |
3,998,800 |
3.39% |
| CAESARS ACQUISITION CO (CL A) |
CACQ |
249,898,000 |
13,117,998 |
3.38% |
| TEVA PHARMACEUTICAL INDS LTD (SPONSORED ADR) |
TEVA |
224,036,000 |
6,744,000 |
3.03% |
| VISTRA ENERGY CORP (COM ADDED) |
|
193,598,000 |
11,530,556 |
2.62% |
| CAESARS ENTMT CORP (COM) |
CZR |
173,015,000 |
14,417,900 |
2.34% |
| ALTABA INC (COM ADDED) |
|
145,734,000 |
2,675,000 |
1.97% |
| NXP SEMICONDUCTORS N V (COM) |
NXPI |
131,413,000 |
1,200,664 |
1.77% |
| REALOGY HLDGS CORP (COM) |
RLGY |
129,800,000 |
4,000,000 |
1.75% |
| ANGLOGOLD ASHANTI LTD (SPONSORED ADR) |
AU |
124,245,000 |
12,782,400 |
1.68% |
| SYNERGY PHARMACEUTICALS DEL (COM NEW) |
SGYP |
107,195,000 |
24,088,655 |
1.45% |
| NOVAGOLD RES INC (COM NEW) |
NG |
100,288,000 |
21,992,896 |
1.35% |
| VWR CORP (COM) |
VWR |
88,308,000 |
2,675,200 |
1.19% |
| TIM PARTICIPACOES S A (SPONSORED ADR) |
TSU |
82,149,000 |
5,550,600 |
1.11% |
| LYON WILLIAM HOMES (CL A NEW) |
WLH |
80,209,000 |
3,322,666 |
1.08% |
| ENDO INTL PLC (SHS) |
ENDP |
80,139,000 |
7,174,490 |
1.08% |
| BANK AMER CORP (* W Exp 01/16/2019) |
BAC/WS/A |
75,413,000 |
6,263,526 |
1.02% |
| INTERNATIONAL SEAWAYS INC (COM) |
|
74,908,000 |
3,456,773 |
1.01% |
| BROOKDALE SR LIVING INC (COM) |
BKD |
73,350,000 |
4,986,400 |
0.99% |
| OFFICE DEPOT INC (COM) |
ODP |
71,086,000 |
12,603,900 |
0.96% |
| HORIZON PHARMA PLC (SHS) |
HZNP |
58,584,000 |
4,935,500 |
0.79% |
| LOXO ONCOLOGY INC (COM) |
LOXO |
55,082,000 |
686,893 |
0.74% |
| COBALT INTL ENERGY INC (NOTE 3.125% 5/15/2024) |
|
43,846,000 |
219,229,000 |
0.59% |
| OASIS PETE INC NEW (COM) |
OAS |
39,186,000 |
4,867,847 |
0.53% |
| RANDGOLD RES LTD (ADR) |
GOLD |
38,188,000 |
431,700 |
0.51% |
| EXTENDED STAY AMER INC (UNIT 99/99/9999B) |
STAY |
34,938,000 |
1,804,652 |
0.47% |
| AGNICO EAGLE MINES LTD (COM) |
AEM |
34,183,000 |
757,600 |
0.46% |
| ENZYMOTEC LTD (SHS) |
ENZY |
34,068,000 |
4,205,980 |
0.46% |
| HERTZ GLOBAL HLDGS INC (PUT) |
HTZ |
29,325,000 |
2,550,000 |
0.39% |
| INTERNATIONAL TOWER HILL MIN (COM) |
THM |
26,634,000 |
55,487,842 |
0.36% |
| XCERRA CORP (COM) |
XCRA |
24,655,000 |
2,523,571 |
0.33% |
| ALEXION PHARMACEUTICALS INC (CALL) |
ALXN |
24,334,000 |
200,000 |
0.32% |
| FACEBOOK INC (CL A) |
FB |
21,817,000 |
144,500 |
0.29% |
| ARCONIC INC (COM) |
|
20,328,000 |
897,500 |
0.27% |
| IAMGOLD CORP (COM) |
IAG |
19,938,000 |
3,863,912 |
0.27% |
| MONSANTO CO NEW (COM) |
MON |
18,843,000 |
159,200 |
0.25% |
| MOBILEYE N V AMSTELVEEN (ORD SHS) |
MBLY |
17,121,000 |
272,629 |
0.23% |
| FEDEX CORP (COM) |
FDX |
16,387,000 |
75,400 |
0.22% |
| INTERSECT ENT INC (COM) |
XENT |
15,596,000 |
558,000 |
0.21% |
| REYNOLDS AMERICAN INC (COM) |
RAI |
15,401,000 |
236,787 |
0.20% |
| NEW RELIC INC (COM) |
NEWR |
15,195,000 |
353,300 |
0.20% |
| ATLASSIAN CORP PLC (CL A) |
TEAM |
13,998,000 |
397,900 |
0.18% |
| DEXCOM INC (COM) |
DXCM |
13,416,000 |
183,400 |
0.18% |
| BARD C R INC (COM) |
BCR |
13,315,000 |
42,122 |
0.18% |
| TIME INC NEW (COM) |
TIME |
12,731,000 |
887,200 |
0.17% |
| ALEXION PHARMACEUTICALS INC (COM) |
ALXN |
12,556,000 |
103,200 |
0.17% |
| GLAXOSMITHKLINE PLC (SPONSORED ADR) |
GSK |
12,483,000 |
289,500 |
0.16% |
| SANDRIDGE ENERGY INC (COM NEW) |
|
11,471,000 |
666,535 |
0.15% |
| TEGNA INC (COM) |
TGNA |
11,215,000 |
778,300 |
0.15% |
| PALO ALTO NETWORKS INC (COM) |
PANW |
10,718,000 |
80,100 |
0.14% |
| STERIS PLC (SHS USD) |
|
10,717,000 |
131,500 |
0.14% |
| SNAP INC (PUT) |
|
10,307,000 |
580,000 |
0.13% |
| ESPERION THERAPEUTICS INC NE (COM) |
ESPR |
9,742,000 |
210,500 |
0.13% |
| INTUITIVE SURGICAL INC (COM NEW) |
ISRG |
9,541,000 |
10,200 |
0.12% |
| CTRIP COM INTL LTD (AMERICAN DEP SHS) |
CTRP |
9,329,000 |
173,200 |
0.12% |
| SPECTRANETICS CORP (COM) |
SPNC |
9,120,000 |
237,500 |
0.12% |
| HCA HEALTHCARE INC (COM) |
HCA |
7,848,000 |
90,000 |
0.10% |
| ZILLOW GROUP INC (CL C CAP STK) |
|
7,842,000 |
160,000 |
0.10% |
| SEABRIDGE GOLD INC (COM) |
SA |
7,560,000 |
700,000 |
0.10% |
| AMAZON COM INC (COM) |
AMZN |
7,550,000 |
7,800 |
0.10% |
| MONEYGRAM INTL INC (COM NEW) |
MGI |
7,520,000 |
435,932 |
0.10% |
| TRILOGY METALS INC NEW (COM) |
|
7,338,000 |
11,566,126 |
0.09% |
| BANK AMER CORP (* W Exp 10/28/2018) |
BAC/WS/B |
7,053,000 |
8,928,344 |
0.09% |
| SERVICEMASTER GLOBAL HLDGS I (COM) |
SERV |
6,819,000 |
174,000 |
0.09% |
| ALBANY MOLECULAR RESH INC (COM) |
AMRI |
6,818,000 |
314,200 |
0.09% |
| SYNTHESIS ENERGY SYS INC (COM) |
SYMX |
6,700,000 |
10,000,000 |
0.09% |
| DYNAVAX TECHNOLOGIES CORP (COM NEW) |
DVAX |
5,352,000 |
554,600 |
0.07% |
| CORESITE RLTY CORP (COM) |
COR |
5,073,000 |
49,000 |
0.06% |
| COBALT INTL ENERGY INC (COM NEW) |
|
5,060,000 |
2,048,595 |
0.06% |
| MERCADOLIBRE INC (COM) |
MELI |
5,018,000 |
20,000 |
0.06% |
| KAMADA LTD (SHS) |
KMDA |
4,745,000 |
790,800 |
0.06% |
| GRIFOLS S A (SP ADR REP B NVT) |
GRFS |
4,157,000 |
196,753 |
0.05% |
| WEBMD HEALTH CORP (COM) |
WBMD |
3,794,000 |
64,688 |
0.05% |
| WORKDAY INC (CL A) |
WDAY |
3,744,000 |
38,600 |
0.05% |
| ALPHABET INC (CAP STK CL C) |
GOOG |
3,635,000 |
4,000 |
0.04% |
| COMMUNITY HEALTH SYS INC NEW (PUT) |
CYH |
3,386,000 |
340,000 |
0.04% |
| BLUEPRINT MEDICINES CORP (COM) |
|
3,334,000 |
65,800 |
0.04% |
| K2M GROUP HLDGS INC (COM) |
KTWO |
2,670,000 |
109,600 |
0.03% |
| SANOFI (SPONSORED ADR) |
SNY |
2,491,000 |
52,000 |
0.03% |
| PUMA BIOTECHNOLOGY INC (COM) |
PBYI |
2,404,000 |
27,500 |
0.03% |
| BIOCRYST PHARMACEUTICALS (COM) |
BCRX |
1,943,000 |
349,500 |
0.02% |
| RIGEL PHARMACEUTICALS INC (COM NEW) |
RIGL |
1,807,000 |
662,056 |
0.02% |
| APPLE INC (COM) |
AAPL |
1,771,000 |
12,300 |
0.02% |
| ENTELLUS MED INC (COM) |
ENTL |
1,701,000 |
102,702 |
0.02% |
| IMMUNOGEN INC (COM) |
IMGN |
1,630,000 |
229,222 |
0.02% |
| HALOZYME THERAPEUTICS INC (COM) |
HALO |
1,424,000 |
111,100 |
0.01% |
| DOVA PHARMACEUTICALS INC (COM ADDED) |
|
1,393,000 |
62,500 |
0.01% |
| INSULET CORP (COM) |
PODD |
1,283,000 |
25,000 |
0.01% |
| IGNYTA INC (COM) |
RXDX |
1,273,000 |
123,000 |
0.01% |
| MULESOFT INC (CL A) |
|
1,072,000 |
43,000 |
0.01% |
| TREVENA INC (COM) |
TRVN |
938,000 |
407,626 |
0.01% |
| EDITAS MEDICINE INC (COM) |
|
839,000 |
50,000 |
0.01% |
| INTELLIA THERAPEUTICS INC (COM) |
|
778,000 |
48,600 |
0.01% |
| SIENTRA INC (COM) |
SIEN |
776,000 |
79,800 |
0.01% |
| CRISPR THERAPEUTICS AG (NAMEN AKT) |
|
457,000 |
28,500 |
0.00% |
| TANDEM DIABETES CARE INC (COM) |
TNDM |
400,000 |
500,000 |
0.00% |
| HUNTSMAN CORP (COM) |
HUN |
336,000 |
13,000 |
0.00% |
| ARADIGM CORP (COM PAR) |
ARDM |
252,000 |
192,727 |
0.00% |
| OKTA INC (CL A ADDED) |
|
171,000 |
7,500 |
0.00% |
| Total Value As 2017-06-30: |
7,384,044,000 |
SEC FILING |
* Portfolios do not reflect changes after reporting
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Investing Just Like
John Paulson
MAJOR GURUS:
 Warren Buffett
 John Paulson
 George Soros
|
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