John Paulson (Paulson & Co) portfolio: Q2 2026 13F
Every US-listed position Paulson & Co reported in its 13F for Q2 2026, the quarter ended Jun 30, 2026, filed with the SEC on Aug 14, 2026. 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 | Unchanged |
| 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 | Unchanged |
| 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 | Unchanged |
| THRY | Thryv Holdings, Inc. | 1.29% | $33.27M | 8,443,835 | Unchanged |
| 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 | - |
About these holdings
The 13F on record for John Paulson (Paulson & Co), filed on Aug 14, 2026, reports 8 positions as of Jun 30, 2026. The largest is Madrigal Pharmaceuticals, Inc. (MDGL) at 27.9% of the reported portfolio, followed by Perpetua Resources Corp. (PPTA, 26.1%) and Acadian Asset Management Inc. (AAMI, 16.2%). The three largest make up 70.2% of it. Against the previous quarter, it opened 1 new position, added to 1, trimmed 2 and sold out of 2. The new position is Alphabet Inc. (GOOGL), at under 0.1% of the portfolio. The position it added to is International Tower Hill Mines Ltd (THM), now 8.1%. The largest it sold out of, by its value the quarter before, is Agnico Eagle Mines Ltd (AEM).
Madrigal Pharmaceuticals, Inc. (MDGL), the largest position, is also held by Ken Griffin.
Other investors
Li LuAltaRock PartnersNelson PeltzGlenn WellingGuy SpierBryan LawrenceValley Forge CapitalJosh Tarasoff