约翰·保尔森
保尔森公司  
收藏
36(3新)
持仓数
$43.5亿
总资产
3月31日
财报日期

约翰·保尔森 行业分布及调仓影响

约翰·保尔森 当前持仓

股票符号
公司
仓位变动
变动影响 %
持股数
价值($)
仓位权重 %
占发行股份 %
行业
总市值(¥)
3个月总回报率
年初至今总回报率
Perpetua Resources Corp
建仓
+3.67%
20,935,732
$1.60亿
3.67%
40.32%
30.59亿
+21.58%
-6.32%
The Michaels Companies Inc
建仓
+1.01%
2,000,000
$4,388.00万
1.01%
1.40%
203.62亿
+33.39%
+68.87%
Talend SA
建仓
+0.95%
650,000
$4,136.60万
0.95%
1.99%
136.12亿
+1.68%
+70.42%
亚力兄制药
+460%
+4.04%
1,400,000
$2.14亿
4.92%
0.63%
2,556.37亿
+19.45%
+15.65%
堤姆通信服务
+289.53%
+0.76%
3,900,000
$4,426.50万
1.02%
0.81%
390.30亿
+6.89%
-9.77%
西方石油
+153.16%
+1.11%
3,000,000
$7,986.00万
1.83%
0.32%
1,771.89亿
+5.18%
+61.81%
埃克森美孚
+76.99%
+0.56%
1,000,000
$5,583.00万
1.28%
0.02%
17,333.74亿
+7.85%
+50.75%
SandRidge Energy Inc
+1.38%
--
675,751
$264.20万
0.06%
1.85%
14.76亿
+53.55%
+95.16%
Bausch Health Companies Inc
-
--
25,839,035
$8.20亿
18.83%
7.21%
688.29亿
-10.75%
+40.91%
Horizon Therapeutics PLC
-
--
7,991,440
$7.36亿
16.89%
3.56%
1,291.53亿
+7.33%
+29.34%
BrightSphere Investment Group Inc
-
--
20,000,552
$4.08亿
9.36%
25.21%
115.86亿
+16.72%
+17.74%
金价ETF
-
--
1,894,252
$3.03亿
6.96%
0.52%
3,950.76亿
+1.46%
-7.53%
诺华黄金
-
--
22,226,300
$1.95亿
4.47%
6.71%
194.47亿
-11.30%
-15.62%
迈兰制药
-
--
11,478,260
$1.60亿
3.68%
0.95%
1,171.16亿
-1.51%
-23.32%
远藤制药
-
--
18,327,012
$1.36亿
3.12%
7.86%
79.71亿
-35.60%
-27.30%
DISH Network Corp
-
--
3,620,750
$1.31亿
3.01%
0.69%
1,389.32亿
+6.38%
+23.81%
Anglogold Ashanti Ltd
-
--
5,974,331
$1.31亿
3.01%
1.43%
542.75亿
-13.55%
-14.43%
Pacira BioSciences Inc
-
--
1,413,854
$9,909.70万
2.28%
3.21%
169.40亿
-14.20%
-0.33%
巴里克黄金
-
--
3,546,771
$7,022.60万
1.61%
0.20%
2,572.51亿
+0.58%
-7.50%
International Tower Hill Mines Ltd
-
--
61,930,724
$6,626.60万
1.52%
31.77%
13.48亿
-24.44%
-26.09%
Kirkland Lake Gold Ltd
-
--
1,502,853
$6,385.10万
1.47%
0.56%
727.01亿
+13.53%
-5.70%
RealPage Inc
-
--
400,000
$3,488.00万
0.80%
0.39%
586.43亿
+1.98%
+1.70%
Trilogy Metals Inc
-
--
14,326,996
$3,066.00万
0.70%
9.93%
25.09亿
+12.50%
+21.50%
SPDR能源ETF
-
--
595,000
$2,919.10万
0.67%
0.13%
1,688.00亿
+6.92%
+39.71%
Seabridge Gold Inc
-
--
1,570,000
$2,538.70万
0.58%
2.08%
96.10亿
-0.56%
-15.71%
Pretium Resources Inc
-
--
2,400,000
$2,488.80万
0.57%
1.28%
130.37亿
-10.44%
-14.81%
Newmark Group Inc
-
--
2,383,054
$2,384.20万
0.55%
1.25%
163.64亿
+10.52%
+67.35%
Equinox Gold Corp
-
--
2,500,000
$1,997.50万
0.46%
0.84%
166.59亿
-4.95%
-23.89%
SSR Mining Inc
-
--
1,310,242
$1,871.00万
0.43%
0.59%
246.28亿
+2.33%
-21.23%
Overseas Shipholding Group Inc
-
--
6,300,000
$1,297.80万
0.30%
7.25%
12.06亿
-14.92%
-1.40%
EQT公平
-
--
685,000
$1,272.70万
0.29%
0.25%
380.54亿
+9.89%
+52.16%
Iamgold Corp
-
--
1,850,000
$551.30万
0.13%
0.39%
109.35亿
-1.86%
-13.62%
Hycroft Mining Holding Corp
-
--
151,507
6.60万
0.00%
--
--
--
--
Thryv Holdings Inc
-12.78%
-0.14%
2,805,533
$6,564.90万
1.51%
8.33%
75.51亿
+55.73%
+136.37%
Takeda Pharmaceutical Co Ltd
-58.15%
-3.11%
4,727,415
$8,632.30万
1.98%
0.15%
3,437.21亿
-14.25%
-9.07%
探索传播C股
清仓
-4.69%
0
$0.00
0.00%
--
960.63亿
-57.35%
+4.35%
维亚康姆CBS
清仓
-1.52%
0
$0.00
0.00%
--
1,729.07亿
-58.38%
+8.72%
美国股票投资寿险控股公司
清仓
-0.72%
0
$0.00
0.00%
--
201.24亿
-0.71%
+10.67%