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 | 27.63% | Reduce −1.6% | 6,100,000 | $61.89 | $378M | −99,000 | −$117M |
| BHC - Bausch Health Cos | 13.33% | Hold | 26,439,035 | $6.89 | $182M | — | — |
| AAMI - Brightsphere Invt Group | 9.77% | Hold | 8,950,121 | $14.91 | $133M | — | — |
| NG - Novagold Res | 7.63% | Hold | 22,226,300 | $4.69 | $104M | — | — |
| KWEB - Kraneshares Tr | 4.39% | Reduce −26.5% | 2,432,064 | $24.64 | $60M | −877,936 | −$49M |
| AU - Anglogold Ashanti | 4.02% | Reduce −33.5% | 3,975,000 | $13.82 | $55M | −1,999,331 | −$33M |
| PPTA - Perpetua Resources | 3.66% | Hold | 24,771,542 | $2.02 | $50M | — | — |
| THRY - Thryv | 3.57% | Hold | 2,137,944 | $22.83 | $49M | — | — |
| Ssr Mng | 3.36% | Hold | 3,120,242 | $14.71 | $46M | — | — |
| AEM - Agnico Eagle Mines | 3.20% | Hold | 1,033,813 | $42.23 | $44M | — | — |
| APA — | 3.00% | Reduce −60.0% | 1,200,000 | $34.19 | $41M | −1,800,000 | −$64M |
| THM — | 2.33% | Hold | 61,930,724 | $0.5141 | $32M | — | — |
| Vmware · CL A | 2.06% | Reduce −47.0% | 264,915 | $106.46 | $28M | −235,085 | −$29M |
| GOLD - Barrick Gold | 1.82% | Reduce −64.8% | 1,600,000 | $15.50 | $25M | −2,946,771 | −$56M |
| SA - Seabridge Gold | 1.80% | Hold | 2,070,000 | $11.87 | $25M | — | — |
| Duke Realty | 1.75% | New | 496,722 | $48.20 | $24M | +496,722 | +$24M |
| BALL - Ballys | 1.29% | Reduce −10.8% | 891,852 | $19.76 | $18M | −108,148 | −$2M |
| Holding · CL A | 1.24% | Reduce −9.2% | 5,723,159 | $2.97 | $17M | −576,841 | +$4M |
| Tellurian | 0.93% | Reduce −23.7% | 5,340,663 | $2.39 | $13M | −1,659,337 | −$8M |
| Newmark Group · CL A | 0.76% | Hold | 1,284,625 | $8.06 | $10M | — | — |
| EQX - Equinox Gold | 0.67% | Hold | 2,500,000 | $3.65 | $9M | — | — |
| Trilogy Metals | 0.64% | Hold | 14,326,996 | $0.6068 | $9M | — | — |
| BABA - Alibaba Group | 0.29% | Hold | 50,000 | $80.00 | $4M | — | — |
| Rumble · CL A | 0.27% | New | 300,000 | $12.25 | $4M | +300,000 | +$4M |
| Citrix Sys | 0.26% | New | 34,200 | $103.89 | $4M | +34,200 | +$4M |
| BIDU - Baidu | 0.17% | Hold | 20,327 | $117.48 | $2M | — | — |
| Iamgold | 0.14% | Hold | 1,850,000 | $1.07 | $2M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| OXY - Occidental | 7.26% | Exit | 0 | $58.88 | $147M | −2,500,000 | −$147M |
| COHR - Coherent | 1.18% | Exit | 0 | $266.22 | $24M | −90,000 | −$24M |
| Pacira Biosciences | 1.01% | Exit | 0 | $58.30 | $20M | −350,000 | −$20M |
| Ironsource · CL A | 0.88% | Exit | 0 | $2.38 | $18M | −7,500,000 | −$18M |
| Cdk Global | 0.22% | Exit | 0 | $54.77 | $4M | −81,000 | −$4M |
| Endo Intl | 0.18% | Exit | 0 | $0.4657 | $4M | −7,787,647 | −$4M |
| Sierra Oncology | 0.05% | Exit | 0 | $54.99 | $972K | −17,675 | −$972K |
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