Paulson & Co. Inc. John Paulson
Jersey City, NJ 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $2.6B
- 8 holdings
- 2026 Q2
- −17.2% QoQ
- Top 5 92.3%
AUM over time
Book
| Horizon Therapeutics Pub | Add +10.4% | 6,199,000 | $79.76 | $494M | +585,000 | −$96M | |
| BHC, Bausch Health Companies | Add +2.3% | 26,439,035 | $8.36 | $221M | +600,000 | −$369M | |
| AAMI, Brightsphere Investment Group | Hold | 8,950,121 | $18.01 | $161M | — | — | |
| OXY, Occidental | Reduce −19.4% | 2,500,000 | $58.88 | $147M | −600,000 | −$29M | |
| KWEB, Kraneshares Trust | Hold | 3,310,000 | $32.76 | $108M | — | — | |
| NG, Novagold Resources | Hold | 22,226,300 | $4.81 | $107M | — | — | |
| APA | Hold | 3,000,000 | $34.90 | $105M | — | — | |
| AU, Anglogold Ashanti | Hold | 5,974,331 | $14.79 | $88M | — | — | |
| PPTA, Perpetua Resources | Hold | 24,771,542 | $3.31 | $82M | — | — | |
| GOLD, Barrick Gold | Hold | 4,546,771 | $17.69 | $80M | — | — | |
| Vmware | New | 500,000 | $113.98 | $57M | +500,000 | +$57M | |
| SSR Mining | Hold | 3,120,242 | $16.70 | $52M | — | — | |
| THRY, Thryv | Hold | 2,137,944 | $22.39 | $48M | — | — | |
| AEM, Agnico Eagle Mines | Hold | 1,033,813 | $45.76 | $47M | — | — | |
| THM | Hold | 61,930,724 | $0.5205 | $32M | — | — | |
| SA, Seabridge Gold | Hold | 2,070,000 | $12.43 | $26M | — | — | |
| COHR, Coherent | New | 90,000 | $266.22 | $24M | +90,000 | +$24M | |
| Tellurian | Hold | 7,000,000 | $2.98 | $21M | — | — | |
| Pacira Biosciences | Reduce −30.0% | 350,000 | $58.30 | $20M | −150,000 | −$18M | |
| BALL, Ballys | Hold | 1,000,000 | $19.78 | $20M | — | — | |
| Ironsource | New | 7,500,000 | $2.38 | $18M | +7,500,000 | +$18M | |
| Holding | Hold | 6,300,000 | $2.05 | $13M | — | — | |
| Newmark Group | Reduce −8.2% | 1,284,625 | $9.67 | $12M | −114,348 | −$9.9M | |
| EQX, Equinox Gold | Hold | 2,500,000 | $4.44 | $11M | — | — | |
| Trilogy Metals | Hold | 14,326,996 | $0.7566 | $11M | — | — | |
| BABA, Alibaba | Hold | 50,000 | $113.68 | $5.7M | — | — | |
| CDK Global | New | 81,000 | $54.77 | $4.4M | +81,000 | +$4.4M | |
| Endo International | Reduce −55.1% | 7,787,647 | $0.4657 | $3.6M | −9,539,365 | −$36M | |
| BIDU, Baidu | Hold | 20,327 | $148.72 | $3M | — | — | |
| Iamgold | Hold | 1,850,000 | $1.61 | $3M | — | — | |
| Sierra Oncology | New | 17,675 | $54.99 | $972K | +17,675 | +$972K |
Exits / last held
Gone since 2022 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GLD, SPDR Gold Shares | Exit | 0 | $180.65 | $181M | −1,000,000 | −$181M | |
| DIDIY, Didi Global | Exit | 0 | $2.50 | $83M | −33,148,428 | −$83M | |
| XOM, Exxon Mobil | Exit | 0 | $82.59 | $83M | −1,000,000 | −$83M | |
| OIH, Vaneck ETF Trust | Exit | 0 | $282.55 | $47M | −165,000 | −$47M | |
| Tim | Exit | 0 | $14.50 | $14M | −961,455 | −$14M | |
| Peoples United Financial | Exit | 0 | $20.00 | $500K | −25,000 | −$500K |
Filings history
20 periods, with AUM normalized
| Period | Holds | 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 to 2026 Q2