13F value (AUM)
$2.6B
Paulson
PAULSON & CO INC
$2.6B
13F long value · 2026-Q2Positions8
CategoryFamily Office
Quarters tracked9
● #554 of 581 by 13F value
Size rank 1/10
1 EXIT
Snapshot
Paulson's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
8
Top 8 weight
100.0%
Quarters tracked
9
Latest 13F filed
Aug 14, 2026
Exits / near-exits
1
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| MDGL | MADRIGAL PHARMACEUTICALS INC | 27.9% | $719.5M | 1.3M | -3.1% |
| PPTA | PERPETUA RESOURCES CORP | 26.1% | $671.5M | 32.3M | +37.1% |
| AAMI | ACADIAN ASSET MANAGEMENT INC | 16.2% | $417.9M | 5.8M | — |
| BHC | BAUSCH HEALTH COS INC | 14.0% | $361.2M | 73.3M | +13.2% |
| THM | INTERNATIONAL TOWER HILL MIN | 8.1% | $207.9M | 104.5M | +23.6% |
| NG | NOVAGOLD RESOURCES INC | 6.3% | $162.6M | 27.2M | +45.4% |
| THRY | THRYV HLDGS INC | 1.3% | $33.3M | 8.4M | -4.1% |
| GOOGL | ALPHABET INC | 0.1% | $1.8M | 5.0K | -2.7% |
Quarterly changes — 2026-Q2
What Paulson opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| EXIT | AEM | AGNICO EAGLE MINES LTD | 783.6K | 0 | -100.0% | -$159.0M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.