Follow-The-Filings

Featured 13F manager

Paulson & Co. Inc. John Paulson

Jersey City, NJ 20 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $2.6B
  • 8 Positions
  • 2026 Q2
  • −17.2% QoQ
  • Top 5 92.3%

John Paulson files Paulson & Co. Inc. as a Form 13F. The latest book is 2026 Q2 at $2.6B, down 17.2% QoQ, led by Madrigal Pharmaceuticals, Perpetua Resources, and Acadian Asset Management.

Portfolio

2026 Q2 · filed 8/14/2026 · 8 long

top 5 92.3% · top 10 100.0%

AUM over time

2026 Q2 $2.6B −17.2% QoQ
2021 Q3 · $3.5B 2021 Q3 · $3.5B
Q3 2021
2021 Q4 · $3.2B · −7.6% QoQ 2021 Q4 · $3.2B · −7.6% QoQ
Q4
2022 Q1 · $3.2B · +0.2% QoQ 2022 Q1 · $3.2B · +0.2% QoQ
Q1 2022
2022 Q2 · $2B · −37.6% QoQ 2022 Q2 · $2B · −37.6% QoQ
Q2
2022 Q3 · $1.4B · −32.6% QoQ 2022 Q3 · $1.4B · −32.6% QoQ
Q3
2022 Q4 · $1.1B · −18.7% QoQ 2022 Q4 · $1.1B · −18.7% QoQ
Q4
2023 Q1 · $1.2B · +8.3% QoQ 2023 Q1 · $1.2B · +8.3% QoQ
Q1 2023
2023 Q2 · $1B · −14.9% QoQ 2023 Q2 · $1B · −14.9% QoQ
Q2
2023 Q3 · $1.1B · +9.2% QoQ 2023 Q3 · $1.1B · +9.2% QoQ
Q3
2023 Q4 · $1.1B · −0.9% QoQ 2023 Q4 · $1.1B · −0.9% QoQ
Q4
2024 Q1 · $1.4B · +30.7% QoQ 2024 Q1 · $1.4B · +30.7% QoQ
Q1 2024
2024 Q2 · $1.4B · −6.6% QoQ 2024 Q2 · $1.4B · −6.6% QoQ
Q2
2024 Q3 · $1.4B · +5.3% QoQ 2024 Q3 · $1.4B · +5.3% QoQ
Q3
2024 Q4 · $1.7B · +15.9% QoQ 2024 Q4 · $1.7B · +15.9% QoQ
Q4
2025 Q1 · $1.7B · +5.8% QoQ 2025 Q1 · $1.7B · +5.8% QoQ
Q1 2025
2025 Q2 · $2B · +15.1% QoQ 2025 Q2 · $2B · +15.1% QoQ
Q2
2025 Q3 · $3B · +47.6% QoQ 2025 Q3 · $3B · +47.6% QoQ
Q3
2025 Q4 · $3.3B · +9.9% QoQ 2025 Q4 · $3.3B · +9.9% QoQ
Q4
2026 Q1 · $3.1B · −4.6% QoQ 2026 Q1 · $3.1B · −4.6% QoQ
Q1 2026
2026 Q2 · $2.6B · −17.2% QoQ 2026 Q2 · $2.6B · −17.2% QoQ
Q2

Book

2021 Q3 · filed 15 Nov · long equity

BHC - Bausch Health Cos 20.50% Hold 25,839,035 $27.85 $720M
Horizon Therapeutics Pub L 19.25% Hold 6,169,296 $109.54 $676M
AAMI - Brightsphere Invt Group 14.89% Hold 20,000,552 $26.13 $523M
NG - Novagold Res 4.36% Hold 22,226,300 $6.88 $153M
PPTA - Perpetua Resources 3.51% Hold 24,771,542 $4.98 $123M
OXY - Occidental 3.16% Hold 3,750,000 $29.58 $111M
DIDIY - Didi Global 2.82% Hold 12,703,049 $7.79 $99M
AU - Anglogold Ashanti 2.72% Hold 5,974,331 $15.99 $96M
GOLD - Barrick Gold 2.34% Hold 4,546,771 $18.05 $82M
THRY - Thryv 2.26% Hold 2,636,475 $30.04 $79M
Cloudera 2.09% Hold 4,588,827 $15.97 $73M
Pacira Biosciences 2.01% Hold 1,259,518 $56.00 $71M
XOM - Exxon Mobil 1.89% Hold 1,125,000 $58.82 $66M
APA — 1.83% Hold 3,000,000 $21.43 $64M
Endo Intl 1.60% Hold 17,327,012 $3.24 $56M
Kirkland Lake Gold 1.54% Hold 1,302,853 $41.59 $54M
BALL - Ballys 1.43% Hold 1,000,000 $50.14 $50M
THM — 1.31% Hold 61,930,724 $0.7420 $46M
SHEL - Royal Dutch Shell 1.27% Hold 1,000,000 $44.57 $45M
Tim S A 1.19% Hold 3,900,000 $10.74 $42M
Newmark Group · CL A 0.95% Hold 2,323,254 $14.31 $33M
OIH - Vaneck ETF Trust 0.93% Hold 165,000 $197.01 $33M
SA - Seabridge Gold 0.91% Hold 2,070,000 $15.45 $32M
BP - BP PLC 0.78% Hold 1,000,000 $27.33 $27M
Trilogy Metals 0.76% Hold 14,326,996 $1.85 $27M
Pretium Res 0.66% Hold 2,400,000 $9.64 $23M
TTE - Totalenergies Se 0.63% Hold 460,000 $47.93 $22M
Ssr Mng 0.54% Hold 1,310,242 $14.55 $19M
EQX - Equinox Gold 0.47% Hold 2,500,000 $6.60 $16M
VTRS - Viatris 0.41% Hold 1,055,079 $13.55 $14M
Holding · CL A 0.37% Hold 6,300,000 $2.08 $13M
CHCO - Kansas City Southern 0.23% Hold 30,000 $270.63 $8M
Iamgold 0.12% Hold 1,850,000 $2.26 $4M
BIDU - Baidu 0.09% Hold 20,327 $153.74 $3M
BABA - Alibaba Group 0.08% Hold 17,793 $148.04 $3M
Stamps 0.04% Hold 4,068 $329.89 $1M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 8 $2.6B −17.2% 13F-HR 8/14/2026 000101359426000913
2026 Q1 9 $3.1B −4.6% 13F-HR 5/15/2026 000101359426000611
2025 Q4 9 $3.3B +9.9% 13F-HR 2/17/2026 000101359426000257
2025 Q3 10 $3B +47.6% 13F-HR 11/14/2025 000101359425001436
2025 Q2 15 $2B +15.1% 13F-HR 8/14/2025 000101359425001044
2025 Q1 14 $1.7B +5.8% 13F-HR 5/15/2025 000101359425000679
2024 Q4 13 $1.7B +15.9% 13F-HR 2/14/2025 000101359425000309
2024 Q3 15 $1.4B +5.3% 13F-HR 11/14/2024 000101359424000980
2024 Q2 16 $1.4B −6.6% 13F-HR 8/14/2024 000101359424000667
2024 Q1 18 $1.4B +30.7% 13F-HR 5/15/2024 000101359424000487
2023 Q4 17 $1.1B −0.9% 13F-HR 2/14/2024 000101359424000197
2023 Q3 18 $1.1B +9.2% 13F-HR 11/14/2023 000101359423000930
2023 Q2 21 $1B −14.9% 13F-HR 8/14/2023 000101359423000696
2023 Q1 20 $1.2B +8.3% 13F-HR 5/15/2023 000101359423000494
2022 Q4 22 $1.1B −18.7% 13F-HR 2/14/2023 000101359423000262
2022 Q3 28 $1.4B −32.6% 13F-HR 11/14/2022 000156761922020074
2022 Q2 32 $2B −37.6% 13F-HR 8/15/2022 000156761922016238
2022 Q1 33 $3.2B +0.2% 13F-HR 5/16/2022 000156761922011018
2021 Q4 36 $3.2B −7.6% 13F-HR 2/14/2022 000156761922004409
2021 Q3 38 $3.5B 13F-HR 11/15/2021 000156761921020479

About

Paulson & Co. Inc.

20 processed 13Fs on this site · 2021 Q3–2026 Q2

Entity
Paulson & Co. Inc.
Notable person
John Paulson
Location
Jersey City, NJ
All SEC filings
View on sec.gov