Family officeJersey City13F filer since 2002

Paulson & Co.

Founded by John Paulson

13F portfolio value$2.6BQ2 2026 · down 17% vs Q1

Positions81 new · 2 sold out

Top 10 weight100%of portfolio value

Turnover6%vs Q1

Largest holdingMDGL27.9% of portfolio

Last filingAug 14for Q2 2026

What changed in Q2 2026

Automated summary of the 13F · filed Aug 14, 2026

Added to THM (+5% shares); new positions in GOOGL.

Biggest cut: AAMI (−25% of shares). Sold out of AEM and Amicus Therapeutic.

Since the quarter ended, the top 10 holdings on Markets are down about 17.8% on average, led by GOOGL.

Holdings · Q2 2026

1MDGLMadrigal Pharmaceuticals27.9%$720M1.3MTrimmed −4%——

2PPTAPerpetua Resources26.1%$672M32.3MNo change——

3AAMIAcadian Asset Management16.2%$418M5.8MTrimmed −25%——

4BHCBausch Health COS14.0%$361M73.3MNo change——

5THMInternational Tower Hill MIN8.1%$208M104.5MAdded +5%——

6NGNovagold Resources6.3%$163M27.2MNo change——

7THRYThryv1.3%$33M8.4MNo change——

8GOOGLAlphabet Inc.0.1%$2M5KNew−17.8%—

Sector allocation

Communication0%+0.1 ptOther100%−0.1 pt

Change shown in percentage points vs Q1. Holdings outside Markets’ coverage count as Other.

Reported portfolio value

$1.4B

$1.7B

$2.0B

$3.0B

$3.3B

$3.1B

$2.6B

Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26

13F market value at each quarter end, US long positions only.

Not investment advice. From SEC Form 13F filings (SEC EDGAR 13F). Following an investor alerts you when their next filing lands; it does not copy trades.