What John Paulson Bought in Q2 2025
Paulson & Co · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$2.01B
Total Value
15
Holdings
2
New Buys
1
Reduced
In Q2 2025, John Paulson reported 15 long equity positions worth $2.01B in their Paulson & Co 13F filing, including 2 new positions (largest: JUNIPER NETWORKS INC at $10.0M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MDGL | MADRIGAL PHARMACEUTICALS INC | 2089523 | $632.4M | 31.44% | -0.5% |
| 2 | PPTA | PERPETUA RESOURCES CORP | 32347299 | $392.7M | 19.53% | +30.6% |
| 3 | AAMI | ACADIAN ASSET MANAGEMENT INC | 8950121 | $315.4M | 15.68% | — |
| 4 | BHC | BAUSCH HEALTH COS INC | 32791702 | $218.4M | 10.86% | +24.0% |
| 5 | NG | NOVAGOLD RES INC | 27238061 | $111.4M | 5.54% | — |
| 6 | AEM | AGNICO EAGLE MINES LTD | 783561 | $93.2M | 4.63% | — |
| 7 | THM | INTERNATIONAL TOWER HILL MIN | 70239388 | $60.1M | 2.99% | — |
| 8 | THRY | THRYV HLDGS INC | 4280000 | $52.0M | 2.59% | — |
| 9 | HON | HONEYWELL INTL INC | 200000 | $46.6M | 2.32% | — |
| 10 | SA | SEABRIDGE GOLD INC | 2070000 | $30.1M | 1.49% | — |
| 11 | TMQ | TRILOGY METALS INC NEW | 14326996 | $19.3M | 0.96% | — |
| 12 | EQX | EQUINOX GOLD CORP | 2500000 | $14.4M | 0.71% | — |
| 13 | IAG | IAMGOLD CORP | 1850000 | $13.6M | 0.68% | — |
| 14 | JNPR | JUNIPER NETWORKS INC | 250000 | $10.0M | 0.50% | NEW |
| 15 | GOOG | ALPHABET INC | 9000 | $1.6M | 0.08% | NEW |