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
| AAMI, Brightsphere Investment Group | Hold | 8,950,121 | $20.58 | $184M | — | — | |
| Horizon Therapeutics Pub | Reduce −75.4% | 1,500,000 | $113.80 | $171M | −4,600,000 | −$207M | |
| BHC, Bausch Health Companies | Hold | 26,439,035 | $6.28 | $166M | — | — | |
| NG, Novagold Resources | Hold | 22,226,300 | $5.98 | $133M | — | — | |
| AU, Anglogold Ashanti | Reduce −3.6% | 3,833,492 | $19.42 | $74M | −141,508 | +$20M | |
| PPTA, Perpetua Resources | Hold | 24,771,542 | $2.92 | $72M | — | — | |
| KWEB, Kraneshares Trust | Reduce −4.1% | 2,332,064 | $30.20 | $70M | −100,000 | +$11M | |
| AEM, Agnico Eagle Mines | Reduce −24.2% | 783,561 | $51.99 | $41M | −250,252 | −$2.9M | |
| THRY, Thryv | Reduce −6.5% | 2,000,000 | $19.00 | $38M | −137,944 | −$11M | |
| SSR Mining | Reduce −35.9% | 2,000,000 | $15.67 | $31M | −1,120,242 | −$15M | |
| THM | Hold | 61,930,724 | $0.4252 | $26M | — | — | |
| SA, Seabridge Gold | Hold | 2,070,000 | $12.58 | $26M | — | — | |
| BALL, Ballys | Hold | 891,852 | $19.38 | $17M | — | — | |
| Newmark Group | Hold | 1,284,625 | $7.97 | $10M | — | — | |
| Tellurian | Hold | 5,340,663 | $1.68 | $9M | — | — | |
| EQX, Equinox Gold | Hold | 2,500,000 | $3.28 | $8.2M | — | — | |
| Holding | Reduce −50.9% | 2,809,718 | $2.89 | $8.1M | −2,913,441 | −$8.9M | |
| Trilogy Metals | Hold | 14,326,996 | $0.5500 | $7.9M | — | — | |
| Poshmark | New | 293,976 | $17.88 | $5.3M | +293,976 | +$5.3M | |
| Iamgold | Hold | 1,850,000 | $2.58 | $4.8M | — | — | |
| BABA, Alibaba | Hold | 50,000 | $88.09 | $4.4M | — | — | |
| BIDU, Baidu | Hold | 20,327 | $114.38 | $2.3M | — | — |
Exits / last held
Gone since 2022 Q3, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| APA | Exit | 0 | $34.19 | $41M | −1,200,000 | −$41M | |
| Vmware | Exit | 0 | $106.46 | $28M | −264,915 | −$28M | |
| GOLD, Barrick Gold | Exit | 0 | $15.50 | $25M | −1,600,000 | −$25M | |
| Duke Realty | Exit | 0 | $48.20 | $24M | −496,722 | −$24M | |
| Rumble | Exit | 0 | $12.25 | $3.7M | −300,000 | −$3.7M | |
| Citrix Systems | Exit | 0 | $103.89 | $3.6M | −34,200 | −$3.6M |
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