Paul Tudor Jones recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
Paul Tudor Jones (Trades, Portfolio) II, founder and chief investment officer of Boston-based Tudor Investment Group, is one of the pioneers of the modern-day hedge fund industry. Jones began his career in the cotton pits before forming the firm in 1980. The guru was eager to create a firm differentiated by a steadfast dedication to client objectives and guided by strong ethics and values.
As of the latest 13F report, the guru’s equity portfolio contained 2301 stocks valued at a total of $5.06Bil. The top holdings were HZNP(1.46%), COUP(1.02%), and COWN(0.98%).
According to GuruFocus data, these were Paul Tudor Jones (Trades, Portfolio)’s top five trades of the quarter.
Alleghany Corp
The guru sold out of their 111,232-share investment in NYSE:Y. Previously, the stock had a 2.01% weight in the equity portfolio. Shares traded for an average price of $843.86 during the quarter.
On 02/17/2023, Alleghany Corp traded for a price of $847.79 per share and a market cap of $11.41Bil. The stock has returned 27.62% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Alleghany Corp has a price-earnings ratio of 33.43, a price-book ratio of 1.44, a price-earnings-to-growth (PEG) ratio of 1.49, a EV-to-Ebitda ratio of 13.62 and a price-sales ratio of 0.99.
The price-to-GF Value ratio is 0.96, earning the stock a GF Value rank of 5.
Biohaven Pharmaceutical Holding Co Ltd
The guru sold out of their 475,004-share investment in NYSE:BHVN. Previously, the stock had a 1.55% weight in the equity portfolio. Shares traded for an average price of $151.8 during the quarter.
On 02/17/2023, Biohaven Pharmaceutical Holding Co Ltd traded for a price of $14.08 per share and a market cap of $1.01Bil. The stock has returned -89.71% over the past year.
GuruFocus gives the company a financial strength rating of 2 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Biohaven Pharmaceutical Holding Co Ltd has a EV-to-Ebitda ratio of -15.28 and a price-sales ratio of 1.13.
Horizon Therapeutics PLC
The guru established a new position worth 648,672 shares in NAS:HZNP, giving the stock a 1.46% weight in the equity portfolio. Shares traded for an average price of $83.06 during the quarter.
On 02/17/2023, Horizon Therapeutics PLC traded for a price of $109.62 per share and a market cap of $25.04Bil. The stock has returned 12.22% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Horizon Therapeutics PLC has a price-earnings ratio of 44.93, a price-book ratio of 4.98, a EV-to-Ebitda ratio of 24.04 and a price-sales ratio of 7.00.
The price-to-GF Value ratio is 0.87, earning the stock a GF Value rank of 7.
S&P 500 ETF TRUST ETF
The guru sold out of their 120,096-share investment in ARCA:SPY. Previously, the stock had a 0.93% weight in the equity portfolio. Shares traded for an average price of $382.87 during the quarter.
On 02/17/2023, S&P 500 ETF TRUST ETF traded for a price of $408.28 per share and a market cap of $377.95Bil. The stock has returned -7.10% over the past year.
GuruFocus gives the ETF a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, S&P 500 ETF TRUST ETF has a price-earnings ratio of 20.03, a price-book ratio of 3.78, a price-earnings-to-growth (PEG) ratio of 2.41, a EV-to-Ebitda ratio of 14.97 and a price-sales ratio of 2.80.
The price-to-GF Value ratio is 0.00, earning the stock a GF Value rank of 6.
Zendesk Inc
The guru sold out of their 555,855-share investment in NYSE:ZEN. Previously, the stock had a 0.91% weight in the equity portfolio. Shares traded for an average price of $76.47 during the quarter.
On 02/17/2023, Zendesk Inc traded for a price of $77.48 per share and a market cap of $9.63Bil. The stock has returned -20.30% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 3 out of 10.
In terms of valuation, Zendesk Inc has a price-book ratio of 27.67, a EV-to-Ebitda ratio of -45.44 and a price-sales ratio of 5.97.
The price-to-GF Value ratio is 0.51, earning the stock a GF Value rank of 8.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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