13F tracker › Paulson & Co.
Paulson & Co. 13F holdings, Q2 2026
Paulson & Co. (investment firm founded by John Paulson) reported 8 US-listed positions worth $2.6B in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026.
Compared with Q1 2026, the filing shows 1 new position, 1 increased, 2 reduced, and 2 exited.
Reported value$2.6B
Positions8
New / exited1 / 2
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Madrigal Pharmaceuticals Inc | $719.5M | 27.9% | 1,340,020 |
| Perpetua Resources Corp | $671.5M | 26.1% | 32,347,299 |
| Acadian Asset Management Inc | $417.9M | 16.2% | 5,843,282 |
| Bausch Health Cos Inc | $361.2M | 14.0% | 73,255,869 |
| International Tower Hill Min | $207.9M | 8.1% | 104,486,703 |
| Novagold Resources Inc | $162.6M | 6.3% | 27,238,061 |
| Thryv Hldgs Inc | $33.3M | 1.3% | 8,443,835 |
| Alphabet Inc | $1.8M | 0.1% | 5,000 |
New positions in Q2 2026
| Company | Value | Shares |
| Alphabet Inc | $1.8M | 5,000 |
Positions increased
| Company | Value | Share change | Shares |
| International Tower Hill Min | $207.9M | +5% | 104,486,703 |
Positions reduced
| Company | Value | Share change | Shares |
| Madrigal Pharmaceuticals Inc | $719.5M | -4% | 1,340,020 |
| Acadian Asset Management Inc | $417.9M | -25% | 5,843,282 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Agnico Eagle Mines Ltd | $159.0M | 783,561 |
| Amicus Therapeutic | $468,504 | 32,400 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.
