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PAULSON & CO. INC.
hedge fundUpdated 27 days agoManaged by Paulson & Co. Inc. • Latest filing Q2 2026
Portfolio value
$2.6B
Q2 2026
Filings
17
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
6.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 17 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2022 | $2B |
| Q3 2022 | $1.4B |
| Q4 2022 | $1.1B |
| Q1 2023 | $1.2B |
| Q2 2023 | $1B |
| Q3 2023 | $1.1B |
| Q4 2023 | $1.1B |
| Q1 2024 | $1.4B |
| Q2 2024 | $1.4B |
| Q3 2024 | $1.4B |
| Q4 2024 | $1.7B |
| Q1 2025 | $1.7B |
| Q2 2025 | $2B |
| Q3 2025 | $3B |
| Q4 2025 | $3.3B |
| Q1 2026 | $3.1B |
| Q2 2026 | $2.6B |
Top holdings
8 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MDGL MADRIGAL PHARMACEUTICALS INC | $719.5M | 1.34M | 27.94% | Trimmed(-3.8%) |
| 2 | P PPTA PERPETUA RESOURCES CORP | $671.5M | 32.35M | 26.07% | Unchanged |
| 3 | A AAMI ACADIAN ASSET MANAGEMENT INC | $417.9M | 5.84M | 16.23% | Trimmed(-24.5%) |
| 4 | B BHC BAUSCH HEALTH COS INC | $361.2M | 73.26M | 14.02% | Unchanged |
| 5 | T THM INTERNATIONAL TOWER HILL MIN | $207.9M | 104.49M | 8.07% | Added(+4.9%) |
| 6 | N NG NOVAGOLD RESOURCES INC | $162.6M | 27.24M | 6.31% | Unchanged |
| 7 | M MMM THRYV HLDGS INC | $33.3M | 8.44M | 1.29% | Unchanged |
| 8 | G GOOGN ALPHABET INC | $1.8M | 5.0K | 0.07% | — |