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 | 38.14% | Hold | 2,042,000 | $308.57 | $630M | — | — |
| PPTA - Perpetua Resources | 16.00% | Hold | 24,771,542 | $10.67 | $264M | — | — |
| AAMI - Brightsphere Invt Group | 14.27% | Hold | 8,950,121 | $26.34 | $236M | — | — |
| BHC - Bausch Health Cos | 12.90% | Hold | 26,439,035 | $8.06 | $213M | — | — |
| NG - Novagold Res | 5.49% | Hold | 27,238,061 | $3.33 | $91M | — | — |
| THRY - Thryv | 3.83% | Add +114.0% | 4,280,000 | $14.80 | $63M | +2,280,000 | +$29M |
| AEM - Agnico Eagle Mines | 3.71% | Hold | 783,561 | $78.21 | $61M | — | — |
| THM — | 1.77% | Hold | 64,198,980 | $0.4554 | $29M | — | — |
| SA - Seabridge Gold | 1.43% | Hold | 2,070,000 | $11.41 | $24M | — | — |
| Trilogy Metals | 1.01% | Hold | 14,326,996 | $1.16 | $17M | — | — |
| EQX - Equinox Gold | 0.76% | Hold | 2,500,000 | $5.02 | $13M | — | — |
| Iamgold | 0.58% | Hold | 1,850,000 | $5.16 | $10M | — | — |
| GOOGL - Alphabet · CL A | 0.12% | New | 10,000 | $190.44 | $2M | +10,000 | +$2M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Tellurian | 2.04% | Exit | 0 | $0.9680 | $29M | −30,000,000 | −$29M |
| Southwestern Energy | 1.10% | Exit | 0 | $7.11 | $16M | −2,200,000 | −$16M |
| OPTU - Altice USA · CL A | 0.10% | Exit | 0 | $2.46 | $1M | −573,952 | −$1M |
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