Paulson & Co at a glance
Paulson & Co reported 8 positions worth $2.6 billion in its 13F-HR for Q2 2026, filed August 14, 2026. Its largest holdings were Madrigal Pharmaceuticals Inc (MDGL) at 27.9%, Perpetua Resources Corp (PPTA) at 26.1% and Acadian Asset Management Inc (AAMI) at 16.2%.
- Versus Q1 2026, it opened 1 new position, added to 0, trimmed 1 and sold out of 2. Reported portfolio value went from $3.1 billion to $2.6 billion.
- The 10 largest positions made up 100.0% of the reported portfolio.
- Largest estimated buys in Q2 2026: Alphabet Inc (GOOGL) (new position, about $1.8 million).
Source: 13F-HR filings on SEC EDGAR.
- 13F portfolio · Q2 2026
- $2.6B
- −17.2% vs prior quarter
- Positions
- 8
- 1 new · 2 sold out
- Top 10 weight
- 100.0%
- Concentration of the 13F book
- Turnover
- 6%
- Quarter-over-quarter
Paulson & Co top 13F holdings, Q2 2026
Largest reported positions by market value, from the 13F-HR filed Aug 14, 2026
| # | Company | Weight | Value | Shares | vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Madrigal Pharmaceuticals IncMDGL | 27.93% | $719.5M | 1,340,020 | Held |
| 2 | Perpetua Resources CorpPPTA | 26.07% | $671.5M | 32,347,299 | Held |
| 3 | Acadian Asset Management IncAAMI | 16.23% | $417.9M | 5,843,282 | Trimmed |
| 4 | Bausch Health Cos IncBHC | 14.02% | $361.2M | 73,255,869 | Held |
| 5 | International Tower Hill MinTHM | 8.07% | $207.9M | 104,486,703 | Held |
| 6 | Novagold Resources IncNG | 6.31% | $162.6M | 27,238,061 | Held |
| 7 | Thryv Hldgs IncTHRY | 1.29% | $33.3M | 8,443,835 | Held |
| 8 | Alphabet IncGOOGL | 0.07% | $1.8M | 5,000 | New |
Source: Paulson & Co 13F-HR on SEC EDGAR. Long equity positions only (put and call options excluded); weights are shares of the reported 13F portfolio, not total assets. How 13F filings work
Paulson & Co biggest buys and sells, Q2 2026
Largest estimated position changes versus Q1 2026
| Company | Move | Est. flow | Shares now | Weight now |
|---|---|---|---|---|
| Agnico Eagle Mines LtdAEM | Sold out | −$159.0M | 0 | - |
| Acadian Asset Management IncAAMI | Trimmed | −$135.9M | 5,843,282 | 16.23% |
| Alphabet IncGOOGL | New | +$1.8M | 5,000 | 0.07% |
| Amicus TherapeuticFOLD | Sold out | −$469K | 0 | - |
Estimated flow = change in share count × quarter-end price (1 new, 0 added, 1 trimmed, 2 sold out). 13F reports show holdings on the last day of the quarter, not the trade dates.
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Paulson & Co 13F holdings: frequently asked questions
What stocks does Paulson & Co own?
In its 13F-HR for Q2 2026 (filed August 14, 2026), Paulson & Co reported 8 positions worth $2.6 billion. The largest were Madrigal Pharmaceuticals Inc (MDGL), 27.9%; Perpetua Resources Corp (PPTA), 26.1%; Acadian Asset Management Inc (AAMI), 16.2%; Bausch Health Cos Inc (BHC), 14.0%; International Tower Hill Min (THM), 8.1%. The top 10 positions were 100.0% of the portfolio.
What did Paulson & Co buy in Q2 2026?
Compared with Q1 2026, Paulson & Co's largest estimated purchases were Alphabet Inc (GOOGL) (new position, about $1.8 million). In total it opened 1 new positions and added to 0. Amounts are estimated from share-count changes at quarter-end prices.
What did Paulson & Co sell in Q2 2026?
Compared with Q1 2026, Paulson & Co's largest estimated sales were Agnico Eagle Mines Ltd (AEM) (sold out, about $159.0 million), Acadian Asset Management Inc (AAMI) (trimmed, about $135.9 million) and Amicus Therapeutic (FOLD) (sold out, about $469,000). In total it sold out of 2 positions and trimmed 1.
When does Paulson & Co file 13F reports?
Paulson & Co's latest 13F-HR was filed August 14, 2026 and covers the quarter ended June 30, 2026. 13F-HR reports are due within 45 days of each quarter-end, so the Q3 2026 report is due by November 14, 2026.
What is Paulson & Co's SEC CIK number?
Paulson & Co's SEC Central Index Key (CIK) is 1035674. EDGAR lists every Paulson & Co filing under that number.
Ask anything about Paulson & Co
The research agent reads Paulson & Co's filings, financials, insider trades and 13F holders, then answers with sources.