Paulson & Co. portfolio — 13F holdings Q2 2026
Paulson & Co. (John Paulson) reported 8 long positions worth $2.6 billion as of 2026-06-30. Top holdings: MADRIGAL PHARMACEUTICALS, INC., PERPETUA RESOURCES CORP., Acadian Asset Management Inc., BAUSCH HEALTH COS INC, INTERNATIONAL TOWER HILL MINES LTD. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| MADRIGAL PHARMACEUTICALS, INC. | 2026-06-30 | 719523739.00 USD | 27.94% | reduce | Original filing |
| PERPETUA RESOURCES CORP. | 2026-06-30 | 671529927.00 USD | 26.07% | hold | Original filing |
| Acadian Asset Management Inc. | 2026-06-30 | 417911529.00 USD | 16.23% | reduce | Original filing |
| BAUSCH HEALTH COS INC | 2026-06-30 | 361151434.00 USD | 14.02% | hold | Original filing |
| INTERNATIONAL TOWER HILL MINES LTD | 2026-06-30 | 207928539.00 USD | 8.07% | add | Original filing |
| NOVAGOLD RESOURCES INC | 2026-06-30 | 162611224.00 USD | 6.31% | hold | Original filing |
| Thryv Holdings, Inc. | 2026-06-30 | 33268710.00 USD | 1.29% | hold | Original filing |
| Alphabet Inc. | 2026-06-30 | 1766650.00 USD | 0.07% | buy | Original filing |
| AGNICO EAGLE MINES LTD | 2026-03-31 | — | — | exited | Original filing |
| AMICUS THERAPEUTICS, INC. | 2026-03-31 | — | — | exited | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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