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
| Horizon Therapeutics Pub L | 18.18% | Reduce −6.4% | 5,614,000 | $105.21 | $591M | −386,000 | −$56M |
| BHC - Bausch Health Cos | 18.18% | Hold | 25,839,035 | $22.85 | $590M | — | — |
| AAMI - Brightsphere Invt Group | 6.68% | Hold | 8,950,121 | $24.25 | $217M | — | — |
| GLD - Spdr Gold Tr | 5.56% | New | 1,000,000 | $180.65 | $181M | +1,000,000 | +$181M |
| OXY - Occidental | 5.42% | Reduce −17.3% | 3,100,000 | $56.74 | $176M | −650,000 | +$67M |
| NG - Novagold Res | 5.29% | Hold | 22,226,300 | $7.73 | $172M | — | — |
| AU - Anglogold Ashanti | 4.36% | Hold | 5,974,331 | $23.69 | $142M | — | — |
| APA — | 3.82% | Hold | 3,000,000 | $41.33 | $124M | — | — |
| GOLD - Barrick Gold | 3.43% | Hold | 4,546,771 | $24.53 | $112M | — | — |
| PPTA - Perpetua Resources | 3.13% | Hold | 24,771,542 | $4.10 | $102M | — | — |
| KWEB - Kraneshares Tr | 2.91% | Add +562.0% | 3,310,000 | $28.51 | $94M | +2,810,000 | +$76M |
| DIDIY - Didi Global | 2.55% | Add +178.5% | 33,148,428 | $2.50 | $83M | +21,246,524 | +$24M |
| XOM - Exxon Mobil | 2.54% | Reduce −11.1% | 1,000,000 | $82.59 | $83M | −125,000 | +$14M |
| Ssr Mng | 2.09% | Hold | 3,120,242 | $21.75 | $68M | — | — |
| AEM - Agnico Eagle Mines | 1.95% | New | 1,033,813 | $61.24 | $63M | +1,033,813 | +$63M |
| THM — | 1.87% | Hold | 61,930,724 | $0.9809 | $61M | — | — |
| THRY - Thryv | 1.85% | Hold | 2,137,944 | $28.12 | $60M | — | — |
| OIH - Vaneck ETF Trust | 1.44% | Hold | 165,000 | $282.55 | $47M | — | — |
| Endo Intl | 1.23% | Hold | 17,327,012 | $2.31 | $40M | — | — |
| SA - Seabridge Gold | 1.18% | Hold | 2,070,000 | $18.50 | $38M | — | — |
| Pacira Biosciences | 1.17% | Reduce −70.7% | 500,000 | $76.32 | $38M | −1,205,599 | −$64M |
| Tellurian | 1.14% | Add +40.0% | 7,000,000 | $5.30 | $37M | +2,000,000 | +$22M |
| BALL - Ballys | 0.95% | Hold | 1,000,000 | $30.74 | $31M | — | — |
| Newmark Group · CL A | 0.69% | Reduce −39.8% | 1,398,973 | $15.92 | $22M | −924,281 | −$21M |
| EQX - Equinox Gold | 0.64% | Hold | 2,500,000 | $8.27 | $21M | — | — |
| Trilogy Metals | 0.46% | Hold | 14,326,996 | $1.05 | $15M | — | — |
| Tim S A | 0.43% | Reduce −75.3% | 961,455 | $14.50 | $14M | −2,938,545 | −$31M |
| Holding · CL A | 0.41% | Hold | 6,300,000 | $2.09 | $13M | — | — |
| Iamgold | 0.20% | Hold | 1,850,000 | $3.48 | $6M | — | — |
| BABA - Alibaba Group | 0.17% | Add +181.0% | 50,000 | $108.80 | $5M | +32,207 | +$3M |
| BIDU - Baidu | 0.08% | Hold | 20,327 | $132.29 | $3M | — | — |
| Peoples United Financial | 0.02% | New | 25,000 | $20.00 | $500K | +25,000 | +$500K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Kirkland Lake Gold | 1.69% | Exit | 0 | $41.95 | $55M | −1,302,853 | −$55M |
| Cerner | 1.36% | Exit | 0 | $92.87 | $44M | −474,010 | −$44M |
| SHEL - Royal Dutch Shell | 1.34% | Exit | 0 | $43.40 | $43M | −1,000,000 | −$43M |
| BP - BP PLC | 0.82% | Exit | 0 | $26.63 | $27M | −1,000,000 | −$27M |
| TTE - Totalenergies Se | 0.70% | Exit | 0 | $49.46 | $23M | −460,000 | −$23M |
| Athene · CL A | 0.20% | Exit | 0 | $83.33 | $6M | −77,188 | −$6M |
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