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John Paulson13F | |
| Paulson & Co. | |
| Last update 2026-06-23 | 9 Stocks (1 new) |
| Value $3.11 Bil | Turnover 3 % |
John Paulson Profile
John Paulson is the President and Portfolio Manager of Paulson & Co. Inc. Paulson was ranked by Absolute Return Magazine as the 3rd largest hedge fund in the world managing approximately $29bn in merger, event and distressed strategies. Mr. Paulson received his Masters of Business Administration with high distinction, as a Baker Scholar, from Harvard Business School in 1980. He graduated summa cum laude in Finance from New York University's College of Business and Public Administration in 1978. Prior to forming Paulson in 1994, John was a general partner of Gruss Partners and a managing director in mergers and acquisitions at Bear Stearns.
John Paulson Investing Philosophy
John Paulson, a former mergers and acquisitions banker, established his firm as a merger arbitrage hedge fund manager, seeking to make money from situations when one public company announces plans to take over another. Merger arbitrage hedge funds primarily study equity markets, but they also research the market for credit default swaps, a form of insurance that starts paying out as soon as a credit security falls in value.
John Paulson Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPTA | Perpetua Resources Corp | 32,347,299 | 909,606.1 | 0% | 29.230 | 0% | 25.860 | -45.81% | -29.16% | 2,121.6 | Metals & Mining | |
MDGL | Madrigal Pharmaceuticals Inc | 1,392,188 | 728,768.7 | -18.47% | 23.420 | -5.63% | 6.040 | +2.55% | -7.59% | 12,406.9 | Biotechnology | |
AAMI | Acadian Asset Management Inc | 7,743,282 | 421,389.4 | 0% | 13.540 | 0% | 21.730 | +24.60% | +76.41% | 2,944.4 | Asset Management | |
BHC | Bausch Health Companies Inc | 73,255,869 | 395,581.7 | 0% | 12.710 | 0% | 19.610 | -15.55% | -29.28% | 1,811.2 | Drug Manufacturers | |
NG | Novagold Resources Inc | 27,238,061 | 244,597.8 | 0% | 7.860 | 0% | 6.210 | -47.53% | -42.97% | 2,325.7 | Metals & Mining | |
THM | International Tower Hill Mines Ltd | 99,573,038 | 229,018.0 | +41.76% | 7.360 | +2.17% | 38.060 | -22.07% | +7.26% | 518.1 | Metals & Mining | |
AEM | Agnico Eagle Mines Ltd | 783,561 | 159,047.2 | 0% | 5.110 | 0% | 0.160 | -36.04% | -18.77% | 67,965.1 | Metals & Mining | |
THRY | Thryv Holdings Inc | 8,443,835 | 23,136.1 | +94.24% | 0.740 | +0.36% | 19.040 | +26.44% | -31.24% | 184.5 | Software | |
FOLD | Amicus Therapeutics Inc | 32,400 | 468.5 | New Holding | 0.020 | +0.02% | 0.010 | +1.54% | +1.76% | 4,549.9 | Biotechnology | |
SOLS | Solstice Advanced Materials Inc | 0 | 0 | Sold Out | 0.000 | -2.08% | 0.000 | -26.07% | +21.80% | 9,381.2 | Chemicals |
John Paulson's Historical Top Holdings Breakdowns
John Paulson's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MDGL | Madrigal Pharmaceuticals Inc | 2026-03-31 | Reduce Reduce | -5.63% | 425.85 ($477.75) 593.87 | $538.13 | 12.64% | Reduce -18.47% | 1,392,188 | -315,334 | |
THM | International Tower Hill Mines Ltd | 2026-03-31 | Add Add | +2.17% | 1.89 ($2.55) 3.61 | $2.00 | -21.76% | Add 41.76% | 99,573,038 | 29,333,650 | |
SOLS | Solstice Advanced Materials Inc | 2026-03-31 | Sold Out Sold Out | -2.08% | 49.28 ($68.54) 80.92 | $59.06 | -13.83% | Sold Out | 0 | -1,395,787 | |
THRY | Thryv Holdings Inc | 2026-03-31 | Add Add | +0.36% | 2.1 ($3.93) 5.98 | $4.16 | 5.85% | Add 94.24% | 8,443,835 | 4,096,765 | |
| FOLD Unlock Delisted | Amicus Therapeutics Inc | 2026-03-31 | New Buy New Buy | +0.02% | 14.25 ($14.33) 14.46 | $14.49 | 1.12% | New holding | 32,400 | 32,400 | |
MDGL | Madrigal Pharmaceuticals Inc | 2025-12-31 | Reduce Reduce | -3.09% | 412.35 ($511.74) 602.83 | $538.13 | 5.16% | Reduce -10.48% | 1,707,522 | -200,001 | |
SOLS | Solstice Advanced Materials Inc | 2025-12-31 | Add Add | +2.01% | 41.43 ($47.08) 50.35 | $59.06 | 25.45% | Add 2691.57% | 1,395,787 | 1,345,787 | |
HON | Honeywell International Inc | 2025-12-31 | Sold Out Sold Out | -1.34% | 376.28 ($391.1) 415.82 | $224.13 | -42.69% | Sold Out | 0 | -200,000 | |
TMQ | Trilogy Metals Inc | 2025-12-31 | Sold Out Sold Out | -1.01% | 2.08 ($4.75) 10.6 | $2.93 | -38.33% | Sold Out | 0 | -14,326,996 | |
BHC | Bausch Health Companies Inc | 2025-12-31 | Add Add | +0.53% | 5.9 ($6.58) 7.38 | $4.92 | -25.30% | Add 3.53% | 73,255,869 | 2,500,000 |
John Paulson Total Holding History ($B)
John Paulson's Asset Allocation
John Paulson Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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John Paulson's Hypothetical Growth since 2026-03-31
John Paulson's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
John Paulson's Holdings Heat Map
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John Paulson's Holdings Bubble Chart
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