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Fund Managers/Paulson & Co

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

Quarterly SEC 13F-HR filings · CIK 0001035674

Latest filing in plain English

As of the Q2 2026 13F filing (filed 2026-08-14), John Paulson's Paulson & Co reported $2.6B across 8 disclosed US equity positions. The largest holdings: MDGL (27.9%), PPTA (26.1%), AAMI (16.2%), BHC (14.0%), THM (8.1%). During the quarter the fund opened 1 new position, exited 2, added to 1, and trimmed 2 — 5.7% turnover.

MethodologyOpen ↓

Parsed quarterly from SEC EDGAR 13F-HR filings. A 13F discloses the US-listed long positions (and listed options) of institutional managers with $100M+ in US equities, filed up to 45 days after quarter-end — it excludes shorts, bonds, foreign-listed shares, and anything traded since the report date. Tickers are resolved from CUSIPs via OpenFIGI with manual corrections. Q/Q change compares share counts against the prior filing; the NEW / ADD / TRIM chips and turnover come from the same quarter-over-quarter comparison. Not investment advice.

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Holdings

Q2 2026Filed Aug 14, 2026
1 New1 Increased2 Reduced2 Exited5.7% Turnover
#TickerValueWeight
1MDGL$719.5M27.94%
2PPTA$671.5M26.07%
3AAMI$417.9M16.23%
4BHC$361.2M14.02%
5THM$207.9M8.07%
6NG$162.6M6.31%
7THRY$33.3M1.29%
8GOOGL$1.8M0.07%