IE
Insider Edges

John Paulson 13F portfolio summary

John Paulson of PAULSON & CO. INC. has 9 current stock holdings with a reported portfolio value of $3.11B. The portfolio 1 year return is +60.32%. Top holdings include PPTA (29.23%), MDGL (23.42%), BSIG (13.54%), BHC (12.71%), NG (7.86%).

Back to investors

John Paulson

PAULSON & CO. INC.
Latest filing: 2026-03-31

John Paulson runs PAULSON & CO. INC. and currently holds 9 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $3.11B. Their top holdings are PPTA, MDGL, BSIG, BHC, NG. The top five represent 86.8% of reported portfolio weight. John Paulson ranks #257 out of 1000 investors tracked by Alpha Score. In the most recent quarter, John Paulson initiated 1 new position. They added to 2 existing positions. They trimmed 1 position. Their current best-performing preview position is THM with returns of +23.66%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
PPTA29.2%
MDGL23.4%
BSIG13.5%
BHC12.7%
NG7.9%
Top 5: 86.8%
Portfolio Returns
1 Year
+60.32%
#106/1000
3 Year
+95.77%
#220/1000
5 Year
+82.00%
#351/1000

Portfolio Value

$3.11B

Alpha Score

73.4

#257 of 1000

Holdings

9

Showper page

9 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
PPTA
PERPETUA RESOURCES CORP
29.23%$7.36$16.81+128.40%
Held
MDGL
MADRIGAL PHARMACEUTICALS INC
23.42%$235.69$540.96+129.52%
Trimmed
-18.47%
BSIG
ACADIAN ASSET MANAGEMENT INC
13.54%$9.91$26.34+165.79%
Held
BHC
BAUSCH HEALTH COS INC
12.71%$13.25$4.50-66.08%
Held
NG
NOVAGOLD RESOURCES INC
7.86%$6.39$5.74-10.17%
Held
THM
INTERNATIONAL TOWER HILL MIN
7.36%$1.45$1.84+26.55%
Added
+41.76%
AEM
AGNICO EAGLE MINES LTD
5.11%$61.24$140.55+129.51%
Held
THRY
THRYV HLDGS INC
0.74%$8.57$4.18-51.27%
Added
+94.24%
FOLD
AMICUS THERAPEUTIC
0.02%$14.46$14.49+0.21%
New Buy