---
title: 13F filings, Q2 2022
canonical: https://sweetvaluelab.com/investors/13f/2022-q2
quarter: 2022-06-30
deadline: 2022-08-15
filed: 2023-08-31
---
# 13F filings, Q2 2022

Holdings as of Jun 30, 2022, due by Aug 15, 2022. 85 of 85 tracked investors have filed; changes are computed for the 85 with holdings in both Q2 2022 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| WBD (first appearance: spin-off or new listing) | 12 | $590.4M |
| BKNG | 4 | $616.1M |
| GOOGL | 3 | $718.9M |
| LRCXEUR | 3 | $340.6M |
| DIS | 3 | $263.5M |
| EQT | 3 | $228.1M |
| ENOV (first appearance: spin-off or new listing) | 3 | $192.7M |
| FDX | 3 | $112.3M |
| NFLX | 3 | $107.3M |
| UAL | 3 | $47.7M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| DISCAUSD | 5 | $58.4M |
| AMZN | 4 | $1.5B |
| JD | 4 | $290.2M |
| META | 4 | $274.9M |
| BABA | 3 | $1.4B |
| NFLX | 3 | $1.3B |
| SNAP | 3 | $912.6M |
| INTU | 3 | $349.6M |
| DISCKUSD | 3 | $332.9M |
| CERNCHF | 3 | $323.1M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| PTON 0 02/15/26 | 2 / 0 | +$2.2B |
| GOOGL | 21 / 12 | +$1.7B |
| BRK/B | 9 / 9 | +$1.6B |
| GE | 8 / 1 | +$1.6B |
| AAPL | 7 / 5 | +$1.5B |
| OXY | 3 / 2 | +$1.1B |
| IEP | 1 / 0 | +$991.6M |
| PYPL | 9 / 2 | +$874.3M |
| META | 22 / 13 | +$776.3M |
| FIS | 4 / 1 | +$740.8M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| CHTR | 5 / 6 | −$1.8B |
| BABA | 9 / 7 | −$1.4B |
| JD | 1 / 7 | −$1.4B |
| UNH | 0 / 21 | −$1.1B |
| NOW | 2 / 5 | −$1.1B |
| MTCH | 1 / 2 | −$971.6M |
| HUM | 2 / 3 | −$940.0M |
| SNAP | 1 / 3 | −$905.6M |
| DASH | 1 / 3 | −$880.4M |
| NFLX | 8 / 4 | −$875.4M |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | added OXY +$1.3B; added ALLY +$704.7M; added AAPL +$530.3M; added CVX +$327.5M; added ATVIEUR +$318.1M |
| Burry (Scion Asset Management, LLC) | sold BMY −$21.9M; sold BKNG −$18.8M; sold DISCKUSD −$18.7M; sold GOOGL −$18.1M; sold CI −$18.0M |
| Druckenmiller (Duquesne Family Office LLC) | sold AMZN −$198.8M; bought LLY +$96.3M; reduced MSFT −$71.8M; reduced FCX −$47.0M; reduced TECK −$41.5M |
| Soros (Soros Fund Management LLC) | sold CERNCHF −$255.4M; bought ACCUSD +$201.5M; bought BIOHAVEN PHARMACTL HLDG CO L +$182.9M; bought YUSD +$168.3M; sold MGP −$128.2M |
| Bridgewater (Bridgewater Associates, LP) | sold BABA −$813.9M; added CVS +$179.3M; added MA +$141.7M; sold JD −$123.9M; added GOOGL +$103.4M |
| Ackman (Pershing Square Inc.) | sold NFLX −$1.2B; reduced CMG −$12.4M; reduced HLT −$4.9M; reduced DPZ −$2.6M; reduced QSR −$2.1M |
| Klarman (Baupost Group LLC) | reduced INTC −$294.3M; bought WBD +$241.6M; reduced GOOG −$164.2M; bought EDU +$162.9M; reduced NXST −$141.7M |
| Tepper (Appaloosa LP) | bought CEG +$154.6M; reduced OXY −$115.7M; reduced MU −$84.3M; reduced PCG −$52.5M; sold GT −$46.5M |

Every tracked investor has filed for Q2 2022.

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Source: https://sweetvaluelab.com/investors/13f/2022-q2 (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.