Manager
Paulson & Co. Inc.
John Paulson
30 processed 13Fs · since Q1 2019
AUM over time
13F holdings value ($ millions)
latest 3,112M · Q1 2026 · -4.6% QoQ
showing latest · scroll left for older quarters
Portfolio
Latest Disclosed Portfolio
2026 Q1 · filed 5/15/2026 · 9 long positions
top 5 86.7% · top 10 100.0% · 7 ≥1% · full holdings →
This quarter
2026 Q1 2025 Q4
- New 1
- Exit 1
- Add 2
- Reduce 1
- AM6 New opened 0.0%
- SOLS Exit was 2.1%
- International Tower Hill Min Add +3.36 pp · +42% sh
- Madrigal Pharmaceuticals Inc. Reduce -7.06 pp · -19% sh
this quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026 · 5 meaningful
| Action | Issuer | Δ Shares | Δ Value | Δ Port % |
|---|---|---|---|---|
| New | Amicus Therapeutic | +32,400 | +$469 | +0.02 pp |
| Exit | SOLS · Solstice Advanced Matls Inc. | -1,395,787 | −$68M | -2.08 pp |
| Add | International Tower Hill Min | +29,333,650 | +$98M | +3.36 pp |
| Add | Thryv Hldgs Inc. | +4,096,765 | −$3M | -0.06 pp |
| Reduce | Madrigal Pharmaceuticals Inc. | -315,334 | −$266M | -7.06 pp |
filings history
30 periods · normalized AUM · click period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2026 | 9 | $3.1B | -4.6% | 13F-HR | 5/15/2026 | 000101359426000611 |
| Q4 2025 | 9 | $3.3B | +9.9% | 13F-HR | 2/17/2026 | 000101359426000257 |
| Q3 2025 | 10 | $3B | +47.6% | 13F-HR | 11/14/2025 | 000101359425001436 |
| Q2 2025 | 15 | $2B | +15.1% | 13F-HR | 8/14/2025 | 000101359425001044 |
| Q1 2025 | 14 | $1.7B | +5.8% | 13F-HR | 5/15/2025 | 000101359425000679 |
| Q4 2024 | 13 | $1.7B | +15.9% | 13F-HR | 2/14/2025 | 000101359425000309 |
| Q3 2024 | 15 | $1.4B | +5.3% | 13F-HR | 11/14/2024 | 000101359424000980 |
| Q2 2024 | 16 | $1.4B | -6.6% | 13F-HR | 8/14/2024 | 000101359424000667 |
| Q1 2024 | 18 | $1.4B | +30.7% | 13F-HR | 5/15/2024 | 000101359424000487 |
| Q4 2023 | 17 | $1.1B | -0.9% | 13F-HR | 2/14/2024 | 000101359424000197 |
| Q3 2023 | 18 | $1.1B | +9.2% | 13F-HR | 11/14/2023 | 000101359423000930 |
| Q2 2023 | 21 | $1B | -14.9% | 13F-HR | 8/14/2023 | 000101359423000696 |
| Q1 2023 | 20 | $1.2B | +8.3% | 13F-HR | 5/15/2023 | 000101359423000494 |
| Q4 2022 | 22 | $1.1B | -18.7% | 13F-HR | 2/14/2023 | 000101359423000262 |
| Q3 2022 | 28 | $1.4B | -32.6% | 13F-HR | 11/14/2022 | 000156761922020074 |
| Q2 2022 | 32 | $2B | -37.6% | 13F-HR | 8/15/2022 | 000156761922016238 |
| Q1 2022 | 33 | $3.2B | +0.2% | 13F-HR | 5/16/2022 | 000156761922011018 |
| Q4 2021 | 36 | $3.2B | -7.6% | 13F-HR | 2/14/2022 | 000156761922004409 |
| Q3 2021 | 38 | $3.5B | -16.1% | 13F-HR | 11/15/2021 | 000156761921020479 |
| Q2 2021 | 40 | $4.2B | -3.9% | 13F-HR | 8/16/2021 | 000156761921015875 |
| Q1 2021 | 36 | $4.4B | +13.0% | 13F-HR | 5/17/2021 | 000156761921010473 |
| Q4 2020 | 36 | $3.9B | +20.1% | 13F-HR | 2/16/2021 | 000156761921004059 |
| Q3 2020 | 31 | $3.2B | +2.5% | 13F-HR | 11/16/2020 | 000156761920019886 |
| Q2 2020 | 30 | $3.1B | +19.4% | 13F-HR | 8/14/2020 | 000156761920015518 |
| Q1 2020 | 33 | $2.6B | -43.4% | 13F-HR | 5/15/2020 | 000156761920010532 |
| Q4 2019 | 37 | $4.6B | -7.2% | 13F-HR | 2/14/2020 | 000156761920004026 |
| Q3 2019 | 45 | $5B | -15.1% | 13F-HR | 11/14/2019 | 000156761919021599 |
| Q2 2019 | 51 | $5.9B | +28.2% | 13F-HR | 8/14/2019 | 000156761919017039 |
| Q1 2019 | 54 | $4.8B | — | NEW HOLDINGS | 8/14/2019 | 000156761919017024 |
| Q1 2019 | 53 | $4.6B | — | 13F-HR | 5/15/2019 | 000156761919011271 |