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John Paulson
Paulson & Co
Event-driven investor
$3.11B
Portfolio Value
9
Holdings
Q1 '26
Period
2026-05-15
Filed
📈
⚠️ ApproximationSimulated 13F Return
Total Return
+59.54%
Q4 '24 → Q3 '25
Annualized
+86.82%/yr
S&P: +18.77%/yr
Alpha (vs S&P)
+45.82%
3 quarters tracked
1-Year Return
—
⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.
📈 Recent Activity
Changes from previous quarter
📊 Sector Breakdown
Portfolio allocation by sector
Unknown 100.0%
💼 Holdings
🔍
9 of 9 positions · $3.11B
This quarter: 1 new position, increased 2, reduced 1, sold 1. Net buyer.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PPTAPERPETUA RESOURCES CORP | 29.2% | Held | 32347299 | $28.12 | $909.6M | — | — | — | — | 📄 | |
| 2 | MDGLMADRIGAL PHARMACEUTICALS INC | 23.4% | Reduce 18.47% | 1392188 | $523.47 | $728.8M | — | — | — | — | 📄 | |
| 3 | AAMIACADIAN ASSET MANAGEMENT INC | 13.5% | Held | 7743282 | $54.42 | $421.4M | — | — | — | — | 📄 | |
| 4 | BHCBAUSCH HEALTH COS INC | 12.7% | Held | 73255869 | $5.40 | $395.6M | — | — | — | — | 📄 | |
| 5 | NGNOVAGOLD RESOURCES INC | 7.9% | Held | 27238061 | $8.98 | $244.6M | — | — | — | — | 📄 | |
| 6 | THMINTERNATIONAL TOWER HILL MIN | 7.4% | Add 41.76% | 99573038 | $2.30 | $229.0M | — | — | — | — | 📄 | |
| 7 | AEMAGNICO EAGLE MINES LTD | 5.1% | Held | 783561 | $202.98 | $159.0M | — | — | — | — | 📄 | |
| 8 | THRYTHRYV HLDGS INC | 0.7% | Add 94.24% | 8443835 | $2.74 | $23.1M | — | — | — | — | 📄 | |
| 9 | FOLDAMICUS THERAPEUTIC | <0.1% | Buy | 32400 | $14.46 | $469K | — | — | — | — | 📄 |