Paulson & Co. Inc. holds a concentrated book of 9 stocks worth $3.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Amicus Therapeutics Inc and trimmed Madrigal Pharmaceuticals Inc. Their largest long position is Perpetua Resources Corp at 29% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1035674/holdings"
Use Arkolith to show PAULSON & CO. INC.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Perpetua Resources Corp COM | $909.6M | 32.35M | 29.2% | —Held | |
| 2 | Madrigal Pharmaceuticals Inc COM | $728.8M | 1.39M | 23.4% | ▼−18% Reduced · −315K sh | |
| 3 | Acadian Asset Management Inc COM | $421.4M | 7.74M | 13.5% | —Held | |
| 4 | Bausch Health Cos Inc COM | $395.6M | 73.26M | 12.7% | —Held | |
| 5 | Novagold Resources Inc COM NEW | $244.6M | 27.24M | 7.9% | —Held | |
| 6 | International Tower Hill Min COM | $229.0M | 99.57M | 7.4% | ▲+42% Added · +29.3M sh | |
| 7 | Agnico Eagle Mines Ltd COM | $159.0M | 783.6K | 5.1% | —Held | |
| 8 | Thryv Hldgs Inc COM NEW | $23.1M | 8.44M | 0.7% | ▲+94% Added · +4.1M sh | |
| 9 | Amicus Therapeutic COM | $469K | 32.4K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 9 | $3.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 9 | $3.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 10 | $3.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 15 | $2.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 14 | $1.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 13 | $1.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 15 | $1.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 16 | $1.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 18 | $1.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 17 | $1.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 18 | $1.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 21 | $1.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 20 | $1.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 22 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 28 | $1.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 32 | $2.0B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 33 | $3.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 36 | $3.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 38 | $3.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 40 | $4.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 36 | $4.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 36 | $3.9B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 31 | $3.2B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 30 | $3.1B | 13F-HR |
Founder of Paulson & Co. Made billions shorting subprime mortgages in 2007.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.