This article is part of a series that provides an ongoing analysis of the changes made to John Paulson's 13F stock portfolio on a quarterly basis. It is based on Paulson's regulatory 13F Form filed on 05/15/2019. Please visit our Tracking John Paulson's Pau13lson & Company Portfolio series to get an idea of his investment philosophy and our previous update for the fund's moves during Q4 2018.
This quarter, Paulson's 13F portfolio value increased ~7% from $4.17B to $4.59B. There are 53 13F securities in the portfolio although only 33 of them are significantly large