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
| MDGL - Madrigal Pharmaceuticals | 23.09% | Add +121.1% | 1,105,741 | $231.38 | $256M | +605,741 | +$183M |
| BHC - Bausch Health Cos | 19.14% | Hold | 26,439,035 | $8.02 | $212M | — | — |
| AAMI - Brightsphere Invt Group | 15.48% | Hold | 8,950,121 | $19.16 | $171M | — | — |
| NG - Novagold Res | 7.95% | Add +5.9% | 23,541,483 | $3.74 | $88M | +1,315,183 | +$3M |
| PPTA - Perpetua Resources | 7.09% | Hold | 24,771,542 | $3.17 | $79M | — | — |
| AU - Anglogold Ashanti | 6.47% | Hold | 3,833,492 | $18.69 | $72M | — | — |
| AEM - Agnico Eagle Mines | 3.88% | Hold | 783,561 | $54.85 | $43M | — | — |
| THRY - Thryv | 3.67% | Hold | 2,000,000 | $20.35 | $41M | — | — |
| THM — | 3.27% | Hold | 61,930,724 | $0.5850 | $36M | — | — |
| Newmark Group · CL A | 2.97% | Add +133.5% | 3,000,000 | $10.96 | $33M | +1,715,375 | +$25M |
| SA - Seabridge Gold | 2.27% | Hold | 2,070,000 | $12.13 | $25M | — | — |
| Ssr Mining In | 1.94% | Hold | 2,000,000 | $10.76 | $22M | — | — |
| EQX - Equinox Gold | 1.10% | Hold | 2,500,000 | $4.89 | $12M | — | — |
| Trilogy Metals | 0.56% | Hold | 14,326,996 | $0.4300 | $6M | — | — |
| Iamgold | 0.42% | Hold | 1,850,000 | $2.53 | $5M | — | — |
| Tellurian | 0.36% | Hold | 5,340,663 | $0.7556 | $4M | — | — |
| BABA - Alibaba Group | 0.35% | Hold | 50,000 | $77.51 | $4M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Horizon Therapeutics Pub L | 21.77% | Exit | 0 | $115.69 | $243M | −2,103,046 | −$243M |
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