John Paulson's portfolio
In the Q2 2026 13F, filed August 14, 2026, Paulson & Co reported 8 US stock positions worth $2.6B. The largest was Madrigal Pharmaceuticals (MDGL) at 27.9% of the portfolio. New positions: Alphabet (GOOGL). Added to: International Tower Hill Mines (THM). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
Added to
Trimmed
Sold out
None this quarter.
Holdings
8 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Madrigal PharmaceuticalsMDGL | 27.93% | $720M | 1,340,020 | Trimmed |
| Perpetua ResourcesPPTA | 26.07% | $672M | 32,347,299 | Held |
| Acadian Asset ManagementAAMI | 16.23% | $418M | 5,843,282 | Trimmed |
| Bausch Health CompaniesBHC | 14.02% | $361M | 73,255,869 | Held |
| International Tower Hill MinesTHM | 8.07% | $208M | 104,486,703 | Added |
| NovaGold ResourcesNG | 6.31% | $163M | 27,238,061 | Held |
| ThryvTHRY | 1.29% | $33M | 8,443,835 | Held |
| AlphabetGOOGL | 0.07% | $2M | 5,000 | New |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does John Paulson own?
In the Q2 2026 13F, Paulson & Co reported 8 US stock positions worth $2.6B. The largest: Madrigal Pharmaceuticals (MDGL) 27.9%, Perpetua Resources (PPTA) 26.1%, Acadian Asset Management (AAMI) 16.2%, Bausch Health Companies (BHC) 14.0%, International Tower Hill Mines (THM) 8.1%.
What did John Paulson buy last quarter?
In Q2 2026: new position in Alphabet (GOOGL); added to International Tower Hill Mines (THM).
What did John Paulson sell last quarter?
In Q2 2026: cut Madrigal Pharmaceuticals (MDGL); cut Acadian Asset Management (AAMI).
When is John Paulson's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.