John Paulson's Portfolio: Paulson & Co 13F Holdings

Quarterly SEC 13F-HR filings · CIK 0001035674

Reported value $3.1B

Positions 9

Latest filing in plain English

As of the Q1 2026 13F filing (filed 2026-05-15), John Paulson's Paulson & Co reported $3.1B across 9 disclosed US equity positions. The largest holdings: PPTA (29.2%), MDGL (23.4%), AAMI (13.5%), BHC (12.7%), NG (7.9%). During the quarter the fund opened 1 new position, exited 1, added to 2, and trimmed 1 — 2.1% turnover.

Holdings

Q1 2026Filed May 15, 2026

1 New2 Increased1 Reduced1 Exited2.1% Turnover

#	Ticker	Issuer	Value ▼	Shares	Weight	Q/Q Change	Status
1	PPTA	PERPETUA RESOURCES CORP	$909.6M	32.3M	29.23%	0%
2	MDGL	MADRIGAL PHARMACEUTICALS INC	$728.8M	1.4M	23.42%	-18.5%	TRIM
3	AAMI	ACADIAN ASSET MANAGEMENT INC	$421.4M	7.7M	13.54%	0%
4	BHC	BAUSCH HEALTH COS INC	$395.6M	73.3M	12.71%	0%
5	NG	NOVAGOLD RESOURCES INC	$244.6M	27.2M	7.86%	0%
6	ITH	INTERNATIONAL TOWER HILL MIN	$229.0M	99.6M	7.36%	+41.8%	ADD
7	AEM	AGNICO EAGLE MINES LTD	$159.0M	783.6K	5.11%	0%
8	THRY	THRYV HLDGS INC	$23.1M	8.4M	0.74%	+94.2%	ADD
9	AM6	AMICUS THERAPEUTIC	$469K	32.4K	0.02%	—	NEW

Source: SEC EDGAR 13F-HR filings, parsed quarterly. 13F filings disclose US-listed long positions (and listed options) of institutional managers with ≥$100M AUM, filed up to 45 days after quarter-end — they exclude shorts, bonds, foreign-listed shares, and anything bought since the report date. Tickers resolved from CUSIPs via OpenFIGI with manual corrections. Not investment advice.