Paulson & Co. Inc. reported 7 positions worth $2.37B for the quarter ended Jun 30, 2026, down 17.8% on the prior quarter. It opened 1 new position, added to 0, trimmed 2 and exited 1. Its largest holding is Madrigal Pharmaceuticals, Inc. at 30.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | +5,000 | – | $1.77M | 0.075% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GOOGL Alphabet Inc. | +5,000 | $1.77M | 0.075% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AEM Agnico Eagle Mines Ltd | -783.6K | $159.05M | 5.52% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MDGL Madrigal Pharmaceuticals, Inc. | Healthcare | 1.34M | $719.52M | 30.39% | -52.2K | -3.7% | Reduced | 4.6% |
| 2 | PPTA Perpetua Resources Corp. | Basic Materials | 32.35M | $671.53M | 28.36% | 0 | 0.0% | Unchanged | 25.86% |
| 3 | AAMI Acadian Asset Management Inc. | Financial Services | 5.84M | $417.91M | 17.65% | -1.90M | -24.5% | Reduced | 16.4% |
| 4 | BHC Bausch Health Companies Inc. | Healthcare | 73.26M | $361.15M | 15.25% | 0 | 0.0% | Unchanged | 19.53% |
| 5 | NG Novagold Resources Inc | Basic Materials | 27.24M | $162.61M | 6.87% | 0 | 0.0% | Unchanged | 6.21% |
| 6 | THRY Thryv Holdings, Inc. | Technology | 8.44M | $33.27M | 1.41% | 0 | 0.0% | Unchanged | 19.01% |
| 7 | GOOGL Alphabet Inc. | Technology | 5,000 | $1.77M | 0.075% | +5,000 | – | New | 0% |
Tip. Select a row to see that position’s full history at Paulson.
As of its Q2 2026 13F filing, Paulson & Co. Inc.’s five largest positions were Madrigal Pharmaceuticals, Inc. (MDGL) at 30.4%, Perpetua Resources Corp. (PPTA) at 28.4%, Acadian Asset Management Inc. (AAMI) at 17.7%, Bausch Health Companies Inc. (BHC) at 15.3%, Novagold Resources Inc (NG) at 6.9% of the reported portfolio.
Paulson & Co. Inc. reported a 13F portfolio worth $2.37B across 7 positions for Q2 2026. That is down 17.8% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($1.77M). It opened 1 new positions.
Its largest sales by value were Agnico Eagle Mines Ltd ($159.05M), Acadian Asset Management Inc. ($135.89M), Madrigal Pharmaceuticals, Inc. ($28.01M). It exited 1 positions entirely.
From the Form 13F-HR reports Paulson & Co. Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.