John Paulson Portfolio: Paulson & Co. 13F Holdings (Q2 2026)
Checked against SEC EDGAR
Paulson & Co. reported 8 stock positions worth $2.6B as of Jun 30, 2026 in its 13F filed Aug 14, 2026. The top 10 make up 100% of the reported portfolio. Changes are compared with Q1 2026: 1 new, 1 added, 2 reduced, 2 sold out.
13F filings are due 45 days after each quarter ends, so these holdings can be up to four and a half months old by the time they are public. They list US-listed stocks and some other securities only: no shorts, cash, bonds or non-US shares, and options are left out here. This is a record of public filings, not investment advice.
Holdings
| Ticker | Company | % of portfolio | Value | Shares | Change compared with Q1 2026 |
|---|---|---|---|---|---|
| MDGL | MADRIGAL PHARMACEUTICALS INC | 27.93% | $719.5M | 1,340,020 | Reduced 4% |
| PPTA | PERPETUA RESOURCES CORP | 26.07% | $671.5M | 32,347,299 | No change |
| AAMI | ACADIAN ASSET MANAGEMENT INC | 16.23% | $417.9M | 5,843,282 | Reduced 24% |
| BHC | BAUSCH HEALTH COS INC | 14.02% | $361.2M | 73,255,869 | No change |
| THM | INTERNATIONAL TOWER HILL MIN | 8.07% | $207.9M | 104,486,703 | Added 5% |
| NG | NOVAGOLD RESOURCES INC | 6.31% | $162.6M | 27,238,061 | No change |
| THRY | THRYV HLDGS INC | 1.29% | $33.3M | 8,443,835 | No change |
| GOOGL | ALPHABET INC | 0.07% | $1.8M | 5,000 | New position |
Sold out
| Ticker | Company | % of portfolio | Value | Shares before | Change |
|---|---|---|---|---|---|
| AEM | AGNICO EAGLE MINES LTD | 0.00% | $0 | 783,561 | Sold out |
| AMICUS THERAPE | AMICUS THERAPEUTIC | 0.00% | $0 | 32,400 | Sold out |
Geopolitical news on John Paulson’s top holdings
- Why AI’s Billions in Spending Are Hard to Spot in GDP Data GOOGL
- The real way to tell if Amazon’s AI spending is paying off GOOGL
- UBS sees buying opportunity in China AI tech stocks after selloff GOOGL
- Professor shares insights on ND and the church’s role in conversations of AI and dignity GOOGL
- Hyperscalers Are Still Spending. TE Connectivity Earnings Top Estimates. GOOGL
- AI stocks rally as SK Hynix jumps 11%, Micron and Sandisk gain 4% GOOGL
- Enhancing pipeline integrity management with artificial intelligence and integrated technologies GOOGL
- S&P 500, Nasdaq Futures Mixed Ahead Of Fed Decision, Big Tech Earnings: GOOGL, MSFT, HOOD, SOFI In Focus GOOGL
- Fed decision and Alphabet, Microsoft, Amazon earnings could shake up the AI trade over the next 48 hours GOOGL
- Indian stocks could see November rebound; oil, AI trade pose risks GOOGL
Source: SEC EDGAR filing 0001013594-26-000913 (CIK 1035674). Values are as reported in the filing.