John Paulson portfolio
Every US-listed position Paulson & Co reported in its 13F for Q2 2026, the quarter ended 2026-06-30, filed with the SEC on 2026-08-14. 8 positions at the quarter end, after opening 1 and exiting 2 during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| MDGL | Madrigal Pharmaceuticals, Inc. | 27.94% | $719.52M | 1,340,020 | Trimmed |
| PPTA | Perpetua Resources Corp. | 26.07% | $671.53M | 32,347,299 | - |
| AAMI | Acadian Asset Management Inc. | 16.23% | $417.91M | 5,843,282 | Trimmed |
| BHC | Bausch Health Companies Inc. | 14.02% | $361.15M | 73,255,869 | - |
| THM | International Tower Hill Mines Ltd | 8.07% | $207.93M | 104,486,703 | Added |
| NG | NovaGold Resources Inc | 6.31% | $162.61M | 27,238,061 | - |
| THRY | Thryv Holdings, Inc. | 1.29% | $33.27M | 8,443,835 | - |
| GOOGL | Alphabet Inc. | 0.07% | $1.77M | 5,000 | New |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Trimmed | MDGL | Madrigal Pharmaceuticals, Inc. | -52,168 | $719.52M |
| Trimmed | AAMI | Acadian Asset Management Inc. | -1,900,000 | $417.91M |
| Added | THM | International Tower Hill Mines Ltd | +4,913,665 | $207.93M |
| New | GOOGL | Alphabet Inc. | +5,000 | $1.77M |
| Sold | AEM | Agnico Eagle Mines Ltd | -783,561 | - |
| Sold | FOLD | Amicus Therapeutics, Inc. | -32,400 | - |
Other investors
Li LuAltaRock PartnersNelson PeltzGlenn WellingGuy SpierBryan LawrenceValley Forge CapitalJosh Tarasoff