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
top 5 92.3% · top 10 100.0%
- MDGL - Madrigal Pharmaceuticals 27.9%
- PPTA - Perpetua Resources 26.1%
- AAMI - Acadian Asset Management 16.2%
- BHC - Bausch Health Cos 14.0%
- THM — 8.1%
- NG - Novagold Resources 6.3%
- THRY - Thryv 1.3%
- GOOGL - Alphabet · CL A 0.1%
AUM over time
Book
| BHC - Bausch Health Cos | 22.00% | Hold | 25,839,035 | $27.61 | $713M | — | — |
| Horizon Therapeutics Pub L | 19.94% | Reduce −2.7% | 6,000,000 | $107.76 | $647M | −169,296 | −$29M |
| AAMI - Brightsphere Invt Group | 7.06% | Reduce −55.3% | 8,950,121 | $25.60 | $229M | −11,050,431 | −$293M |
| NG - Novagold Res | 4.70% | Hold | 22,226,300 | $6.86 | $152M | — | — |
| AU - Anglogold Ashanti | 3.86% | Hold | 5,974,331 | $20.98 | $125M | — | — |
| PPTA - Perpetua Resources | 3.63% | Hold | 24,771,542 | $4.75 | $118M | — | — |
| OXY - Occidental | 3.35% | Hold | 3,750,000 | $28.99 | $109M | — | — |
| Pacira Biosciences | 3.16% | Add +35.4% | 1,705,599 | $60.17 | $103M | +446,081 | +$32M |
| THRY - Thryv | 2.71% | Reduce −18.9% | 2,137,944 | $41.13 | $88M | −498,531 | +$9M |
| GOLD - Barrick Gold | 2.66% | Hold | 4,546,771 | $19.00 | $86M | — | — |
| APA — | 2.49% | Hold | 3,000,000 | $26.89 | $81M | — | — |
| XOM - Exxon Mobil | 2.12% | Hold | 1,125,000 | $61.19 | $69M | — | — |
| Endo Intl | 2.01% | Hold | 17,327,012 | $3.76 | $65M | — | — |
| DIDIY - Didi Global | 1.83% | Reduce −6.3% | 11,901,904 | $4.98 | $59M | −801,145 | −$40M |
| THM — | 1.77% | Hold | 61,930,724 | $0.9287 | $58M | — | — |
| Ssr Mng | 1.70% | Add +138.1% | 3,120,242 | $17.70 | $55M | +1,810,000 | +$36M |
| Kirkland Lake Gold | 1.69% | Hold | 1,302,853 | $41.95 | $55M | — | — |
| Tim S A | 1.40% | Hold | 3,900,000 | $11.64 | $45M | — | — |
| Cerner | 1.36% | New | 474,010 | $92.87 | $44M | +474,010 | +$44M |
| Newmark Group · CL A | 1.34% | Hold | 2,323,254 | $18.70 | $43M | — | — |
| SHEL - Royal Dutch Shell | 1.34% | Hold | 1,000,000 | $43.40 | $43M | — | — |
| BALL - Ballys | 1.17% | Hold | 1,000,000 | $38.06 | $38M | — | — |
| SA - Seabridge Gold | 1.05% | Hold | 2,070,000 | $16.49 | $34M | — | — |
| OIH - Vaneck ETF Trust | 0.94% | Hold | 165,000 | $184.84 | $30M | — | — |
| BP - BP PLC | 0.82% | Hold | 1,000,000 | $26.63 | $27M | — | — |
| Trilogy Metals | 0.73% | Hold | 14,326,996 | $1.65 | $24M | — | — |
| TTE - Totalenergies Se | 0.70% | Hold | 460,000 | $49.46 | $23M | — | — |
| KWEB - Kraneshares Tr | 0.56% | New | 500,000 | $36.49 | $18M | +500,000 | +$18M |
| EQX - Equinox Gold | 0.52% | Hold | 2,500,000 | $6.76 | $17M | — | — |
| Tellurian | 0.47% | New | 5,000,000 | $3.08 | $15M | +5,000,000 | +$15M |
| Holding · CL A | 0.37% | Hold | 6,300,000 | $1.88 | $12M | — | — |
| Athene · CL A | 0.20% | New | 77,188 | $83.33 | $6M | +77,188 | +$6M |
| Iamgold | 0.18% | Hold | 1,850,000 | $3.13 | $6M | — | — |
| BIDU - Baidu | 0.09% | Hold | 20,327 | $148.77 | $3M | — | — |
| BABA - Alibaba Group | 0.07% | Hold | 17,793 | $118.81 | $2M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Cloudera | 2.09% | Exit | 0 | $15.97 | $73M | −4,588,827 | −$73M |
| Pretium Res | 0.66% | Exit | 0 | $9.64 | $23M | −2,400,000 | −$23M |
| VTRS - Viatris | 0.41% | Exit | 0 | $13.55 | $14M | −1,055,079 | −$14M |
| CHCO - Kansas City Southern | 0.23% | Exit | 0 | $270.63 | $8M | −30,000 | −$8M |
| Stamps | 0.04% | Exit | 0 | $329.89 | $1M | −4,068 | −$1M |
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