John Paulson runs Paulson & Co. Inc., a concentrated book of 8 stocks worth $2.6B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Alphabet Inc-CL A and trimmed Madrigal Pharmaceuticals Inc. Their largest long position is Madrigal Pharmaceuticals Inc at 28% of the equity book.
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 |
|---|---|---|
| BlackRock, Inc. | 11 / 8 | $131.7B |
| Morgan Stanley | 11 / 8 | $35.7B |
| Bank Of America Corp | 11 / 8 | $21.1B |
| JPMorgan Chase & Co | 11 / 8 | $20.2B |
| Royal Bank Of Canada | 11 / 8 | $13.3B |
| Wells Fargo & Company | 11 / 8 | $8.2B |
| UBS Group AG | 11 / 8 | $7.8B |
| Citigroup Inc | 11 / 8 | $3.1B |
Ranked by how many of John Paulson's top 8 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
8 companies · Q2 2026
| # | Stock | % of book | Value | Shares | Last move |
|---|---|---|---|---|---|
| 1 | Madrigal Pharmaceuticals IncMDGL | 27.9% | $719.5M | 1.3M | ▼−3.7% Reduced · −52K sh |
| 2 | Perpetua Resources CorpPPTA | 26.1% | $671.5M | 32.3M | —Held |
| 3 | Acadian Asset Management IncAAMI | 16.2% | $417.9M | 5.8M | ▼−25% Reduced · −1.9M sh |
| 4 | Bausch Health Cos IncBHC | 14.0% | $361.2M | 73.3M | —Held |
| 5 | Intl Tower Hill Mines LtdTHM | 8.1% | $207.9M | 104.5M | ▲+4.9% Added · +4.9M sh |
| 6 | Novagold Resources IncNG | 6.3% | $162.6M | 27.2M | —Held |
| 7 | Thryv Holdings IncTHRY | 1.3% | $33.3M | 8.4M | —Held |
| 8 | Alphabet Inc-CL AGOOGL | 0.1% | $1.8M | 5K | ▲New +5K sh |
| 9 | Amicus Therapeutics IncAM6 | 0.0% | $0 | — | ▼−100% Exited |
| 10 | Solstice Adv Materials IncSOLS | 0.0% | $0 | — | ▲New New position |
| 11 | Agnico Eagle Mines LtdAEM | 0.0% | $0 | — | ▼−100% Exited |
1 vehicle
Aggregated from SEC Form 13F filings (institutional long equity positions, reported quarterly, up to 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.