John Paulson runs Paulson & Co. Inc., 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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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
Other tracked managers holding the same core names as John Paulson
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Royal Bank Of Canada | 10 / 9 | $3.2B |
| BlackRock, Inc. | 10 / 9 | $3.2B |
| Bank Of America Corp | 10 / 9 | $1.4B |
| Morgan Stanley | 10 / 9 | $942.7M |
| JPMorgan Chase & Co | 10 / 9 | $825.9M |
| UBS Group AG | 10 / 9 | $807.1M |
| Ken Griffin | 10 / 9 | $323.4M |
| Millennium Management LLC | 10 / 9 | $219.5M |
Ranked by how many of John Paulson's top 9 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
9 companies · Q1 2026
| # | Stock | % of book | Value | Shares | Last move |
|---|---|---|---|---|---|
| 1 | Perpetua Resources CorpPPTA | 29.2% | $909.6M | 32.3M | —Held |
| 2 | Madrigal Pharmaceuticals IncMDGL | 23.4% | $728.8M | 1.4M | ▼−18% Reduced · −315K sh |
| 3 | Acadian Asset Management IncAAMI | 13.5% | $421.4M | 7.7M | —Held |
| 4 | Bausch Health Cos IncBHC | 12.7% | $395.6M | 73.3M | —Held |
| 5 | Novagold Resources IncNG | 7.9% | $244.6M | 27.2M | —Held |
| 6 | Intl Tower Hill Mines LtdTHM | 7.4% | $229.0M | 99.6M | ▲+42% Added · +29.3M sh |
| 7 | Agnico Eagle Mines LtdAEM | 5.1% | $159.0M | 784K | —Held |
| 8 | Thryv Holdings IncTHRY | 0.7% | $23.1M | 8.4M | ▲+94% Added · +4.1M sh |
| 9 | Amicus Therapeutics IncAM6 | 0.0% | $469K | 32K | ▲New +32K sh |
| 10 | Solstice Adv Materials IncSOLS | 0.0% | $0 | — | ▼−100% Exited |
1 vehicle
Aggregated from SEC Form 13F filings (institutional long equity positions, reported quarterly ~45 days after quarter-end). Holdings are public domain, sourced to SEC EDGAR. The book totals, weighting, concentration and sectors are long equity only; disclosed put/call options are listed separately and excluded from those figures. Price-derived performance is withheld until the price-source policy and freshness gate are green. Every panel is one call to the Arkolith API & MCP server.