What John Paulson Bought in Q2 2026
Paulson & Co · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$2.58B
Total Value
8
Holdings
1
New Buys
3
Reduced
In Q2 2026, John Paulson reported 8 long equity positions worth $2.58B in their Paulson & Co 13F filing, including 1 new positions (largest: ALPHABET INC at $1.8M).
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MDGL | MADRIGAL PHARMACEUTICALS INC | 1340020 | $719.5M | 27.94% | -3.7% |
| 2 | PPTA | PERPETUA RESOURCES CORP | 32347299 | $671.5M | 26.07% | — |
| 3 | AAMI | ACADIAN ASSET MANAGEMENT INC | 5843282 | $417.9M | 16.23% | -24.5% |
| 4 | BHC | BAUSCH HEALTH COS INC | 73255869 | $361.2M | 14.02% | — |
| 5 | THM | INTERNATIONAL TOWER HILL MIN | 104486703 | $207.9M | 8.07% | 4.9% |
| 6 | NG | NOVAGOLD RESOURCES INC | 27238061 | $162.6M | 6.31% | — |
| 7 | THRY | THRYV HLDGS INC | 8443835 | $33.3M | 1.29% | — |
| 8 | GOOGL | ALPHABET INC | 5000 | $1.8M | 0.07% | NEW |