---
title: 13F filings, Q1 2022
canonical: https://sweetvaluelab.com/investors/13f/2022-q1
quarter: 2022-03-31
deadline: 2022-05-16
filed: 2023-08-31
---
# 13F filings, Q1 2022

Holdings as of Mar 31, 2022, due by May 16, 2022. 85 of 85 tracked investors have filed; changes are computed for the 85 with holdings in both Q1 2022 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| APO (first appearance: spin-off or new listing) | 6 | $591.5M |
| SHEL (first appearance: spin-off or new listing) | 6 | $228.8M |
| TXN | 5 | $37.6M |
| MOS | 4 | $98.5M |
| C | 3 | $3.0B |
| NFLX | 3 | $1.2B |
| ATLASSIAN CORP PLC | 3 | $864.2M |
| HUBS | 3 | $501.5M |
| SHOP | 3 | $194.9M |
| DHI | 3 | $114.7M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| APOEUR | 6 | $831.1M |
| RDS/A | 5 | $201.2M |
| IHS MARKIT LTD | 4 | $1.4B |
| COUPEUR | 4 | $1.1B |
| GOOGL | 3 | $950.1M |
| PANW | 3 | $347.9M |
| BABA | 3 | $259.0M |
| ATVIEUR | 3 | $173.2M |
| SE | 3 | $169.4M |
| PTON | 3 | $155.1M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| CVX | 6 / 5 | +$19.8B |
| PTON 0 02/15/26 | 2 / 0 | +$13.7B |
| OXY | 2 / 3 | +$5.6B |
| ATVIEUR | 4 / 5 | +$3.6B |
| C | 10 / 3 | +$3.1B |
| HPQ | 3 / 1 | +$2.8B |
| 0VVB | 4 / 1 | +$2.6B |
| META | 23 / 14 | +$1.9B |
| NFLX | 8 / 3 | +$1.7B |
| AAPL | 10 / 6 | +$1.6B |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| VZ | 6 / 5 | −$8.0B |
| CHTR | 5 / 4 | −$3.8B |
| BRK/B | 3 / 21 | −$2.6B |
| GOOGL | 15 / 18 | −$2.3B |
| GOOG | 12 / 18 | −$2.3B |
| HUM | 1 / 4 | −$1.8B |
| BAC | 4 / 10 | −$1.5B |
| IHS MARKIT LTD | 0 / 4 | −$1.4B |
| SBUX | 8 / 5 | −$1.3B |
| UNH | 2 / 19 | −$1.3B |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | added CVX +$19.7B; reduced VZ −$8.0B; bought OXY +$7.7B; added ATVIEUR +$4.0B; bought HPQ +$3.8B |
| Burry (Scion Asset Management, LLC) | bought BKNG +$18.8M; bought DISCKUSD +$18.7M; bought GOOGL +$18.1M; bought CI +$18.0M; bought META +$17.8M |
| Druckenmiller (Duquesne Family Office LLC) | sold GOOGL −$273.5M; sold PANW −$127.8M; sold CVNA −$121.0M; bought TECK +$97.7M; sold ABNB −$82.7M |
| Soros (Soros Fund Management LLC) | sold IHS MARKIT LTD −$391.9M; bought SNAP 0.75 08/01/26 +$168.5M; sold NUANEUR −$157.7M; added CERNCHF +$146.0M; bought ZNGAEUR +$122.0M |
| Bridgewater (Bridgewater Associates, LP) | added BABA +$349.5M; added PG +$249.7M; added JNJ +$221.1M; bought MDT +$208.6M; added KO +$201.3M |
| Ackman (Pershing Square Inc.) | bought NFLX +$1.2B; reduced HLT −$400.9M; added CANADIAN PAC RY LTD +$10.8M; reduced DPZ −$9.8M; reduced LOW −$5.9M |
| Klarman (Baupost Group LLC) | sold PSTHUSD −$188.3M; added EHC +$162.4M; sold GEN −$150.2M; reduced NXST −$106.4M; added FISV +$95.2M |
| Tepper (Appaloosa LP) | reduced OXY −$213.3M; sold TMUS −$148.0M; sold GM −$131.9M; sold DHI −$119.3M; reduced MOS −$104.1M |

Every tracked investor has filed for Q1 2022.

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Source: https://sweetvaluelab.com/investors/13f/2022-q1 (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs; share changes priced at each quarter's reported value. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.