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 | 24.38% | Add +10.4% | 6,199,000 | $79.76 | $494M | +585,000 | −$96M |
| BHC - Bausch Health Cos | 10.90% | Add +2.3% | 26,439,035 | $8.36 | $221M | +600,000 | −$369M |
| AAMI - Brightsphere Invt Group | 7.95% | Hold | 8,950,121 | $18.01 | $161M | — | — |
| OXY - Occidental | 7.26% | Reduce −19.4% | 2,500,000 | $58.88 | $147M | −600,000 | −$29M |
| KWEB - Kraneshares Tr | 5.35% | Hold | 3,310,000 | $32.76 | $108M | — | — |
| NG - Novagold Res | 5.27% | Hold | 22,226,300 | $4.81 | $107M | — | — |
| APA — | 5.16% | Hold | 3,000,000 | $34.90 | $105M | — | — |
| AU - Anglogold Ashanti | 4.36% | Hold | 5,974,331 | $14.79 | $88M | — | — |
| PPTA - Perpetua Resources | 4.04% | Hold | 24,771,542 | $3.31 | $82M | — | — |
| GOLD - Barrick Gold | 3.97% | Hold | 4,546,771 | $17.69 | $80M | — | — |
| Vmware · CL A | 2.81% | New | 500,000 | $113.98 | $57M | +500,000 | +$57M |
| Ssr Mng | 2.57% | Hold | 3,120,242 | $16.70 | $52M | — | — |
| THRY - Thryv | 2.36% | Hold | 2,137,944 | $22.39 | $48M | — | — |
| AEM - Agnico Eagle Mines | 2.33% | Hold | 1,033,813 | $45.76 | $47M | — | — |
| THM — | 1.59% | Hold | 61,930,724 | $0.5205 | $32M | — | — |
| SA - Seabridge Gold | 1.27% | Hold | 2,070,000 | $12.43 | $26M | — | — |
| COHR - Coherent | 1.18% | New | 90,000 | $266.22 | $24M | +90,000 | +$24M |
| Tellurian | 1.03% | Hold | 7,000,000 | $2.98 | $21M | — | — |
| Pacira Biosciences | 1.01% | Reduce −30.0% | 350,000 | $58.30 | $20M | −150,000 | −$18M |
| BALL - Ballys | 0.98% | Hold | 1,000,000 | $19.78 | $20M | — | — |
| Ironsource · CL A | 0.88% | New | 7,500,000 | $2.38 | $18M | +7,500,000 | +$18M |
| Holding · CL A | 0.64% | Hold | 6,300,000 | $2.05 | $13M | — | — |
| Newmark Group · CL A | 0.61% | Reduce −8.2% | 1,284,625 | $9.67 | $12M | −114,348 | −$10M |
| EQX - Equinox Gold | 0.55% | Hold | 2,500,000 | $4.44 | $11M | — | — |
| Trilogy Metals | 0.53% | Hold | 14,326,996 | $0.7566 | $11M | — | — |
| BABA - Alibaba Group | 0.28% | Hold | 50,000 | $113.68 | $6M | — | — |
| Cdk Global | 0.22% | New | 81,000 | $54.77 | $4M | +81,000 | +$4M |
| Endo Intl | 0.18% | Reduce −55.1% | 7,787,647 | $0.4657 | $4M | −9,539,365 | −$36M |
| BIDU - Baidu | 0.15% | Hold | 20,327 | $148.72 | $3M | — | — |
| Iamgold | 0.15% | Hold | 1,850,000 | $1.61 | $3M | — | — |
| Sierra Oncology | 0.05% | New | 17,675 | $54.99 | $972K | +17,675 | +$972K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GLD - Spdr Gold Tr | 5.56% | Exit | 0 | $180.65 | $181M | −1,000,000 | −$181M |
| DIDIY - Didi Global | 2.55% | Exit | 0 | $2.50 | $83M | −33,148,428 | −$83M |
| XOM - Exxon Mobil | 2.54% | Exit | 0 | $82.59 | $83M | −1,000,000 | −$83M |
| OIH - Vaneck ETF Trust | 1.44% | Exit | 0 | $282.55 | $47M | −165,000 | −$47M |
| Tim S A | 0.43% | Exit | 0 | $14.50 | $14M | −961,455 | −$14M |
| Peoples United Financial | 0.02% | Exit | 0 | $20.00 | $500K | −25,000 | −$500K |
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