John Paulson portfolio
Paulson & Co. · 13F for Q2 2026, filed Aug 14, 2026
Paulson & Co., John Paulson's firm, reported 8 positions worth $2.6B as of Jun 30, 2026. The largest were Madrigal Pharmaceuticals, Inc. (27.9%), Perpetua Resources Corp. (26.1%) and Acadian Asset Management Inc. (16.2%). Against Q1 2026: 1 new, 1 added to, 2 reduced, 2 sold out.
The filing on sec.gov · Every fund · What a 13F shows
- Reported value
- $2.6Bas of Jun 30
- Positions
- 81 new, 2 sold out
- Largest position
- MDGL27.9% of the portfolio
- Top 10 positions
- 100%of reported value
What John Paulson bought
Q2 2026 against Q1 2026| Position | Change | Value |
|---|---|---|
| THMInternational Tower Hill Mines Ltd | +4.9% | $9.8M |
| GOOGLAlphabet Inc. | New | $1.8M |
THMInternational Tower Hill Mines Ltd
GOOGLAlphabet Inc.What John Paulson sold
Largest 2 of 4| Position | Change | Value |
|---|---|---|
| AEMAgnico Eagle Mines Ltd | Sold out | $159M |
| AAMIAcadian Asset Management Inc. | −24.5% | $136M |
Every position, largest first
8 positions, Q2 2026| Position | Portfolio | Value | Change |
|---|---|---|---|
| MDGLMadrigal Pharmaceuticals, Inc. | 27.9% | $720M | −3.8% |
| PPTAPerpetua Resources Corp. | 26.1% | $672M | No change |
| AAMIAcadian Asset Management Inc. | 16.2% | $418M | −24.5% |
| BHCBausch Health Companies Inc. | 14.0% | $361M | No change |
| THMInternational Tower Hill Mines Ltd | 8.07% | $208M | +4.9% |
| NGNovagold Resources Inc | 6.31% | $163M | No change |
| THRYThryv Holdings, Inc. | 1.29% | $33.3M | No change |
| GOOGLAlphabet Inc. | 0.07% | $1.8M | New |
PPTAPerpetua Resources Corp.
NGNovagold Resources Inc
THRYThryv Holdings, Inc.What a 13F shows
This is Paulson & Co.’s Form 13F for the quarter ended Jun 30, 2026, filed with the SEC on Aug 14, 2026 as PAULSON & CO. INC.. A 13F lists long positions in US-listed securities on the quarter’s last day: shares, convertible bonds, puts and calls. It does not list short positions, cash, private holdings or most securities listed abroad, and a position may have changed since.
Options are shown as options, never added to the shares of the stock they are written on. A change is the share count against the fund's filing for Q1 2026; the estimated value of a change uses the price the filing's own figures imply. Where a count moved with a stock split, no change is shown.