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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. John Paulson (Paulson & Co)
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Hedge Fund · CIK 0001035674

John Paulson

Paulson & Co
Share
  • Healthcare Specialist
  • Highly Concentrated
  • Mid-Size Fund

John Paulson runs Paulson & Co, a hedge fund overseeing $3.26B in disclosed equity holdings (SEC CIK 0001035674). The latest portfolio (2025Q4) discloses 9 positions across 4 sectors, with the largest positions in MDGL, PPTA and BHC. On a mark-to-market basis the tracked portfolio has returned 95.4% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track John's filingsView holdings↓
Portfolio
$3.26B
Positions
9
Quarter
2025Q4
Filings tracked
40
1Y+95.4%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2023Q2
21 positions
1
BHCBAUSCH HEALTH COS INC
Healthcare·Drug Manufacturers - Specialty & Generic
20.65%
of portfolio
Number of shares
26,439,035 sh
Holdings current value
$211.51M
Avg closing price
$12.78
-53.8%
Last action
Added 10.4%
2025Q4
Current $5.90
2
AAMIBRIGHTSPHERE INVT GROUP INC
Financial Services·Asset Management
18.30%
of portfolio
Number of shares
8,950,121 sh
Holdings current value
$187.51M
Avg closing price
$9.91
+573.2%
Last action
Trimmed 11.9%
2025Q3
Current $66.71
3
PPTAPERPETUA RESOURCES CORP
Basic Materials·Other Precious Metals & Mining
8.88%
of portfolio
Number of shares
24,771,542 sh
Holdings current value
$90.91M
Avg closing price
$8.38
+304.6%
Last action
Added 44.1%
2025Q2
Current $33.90
4
NGNOVAGOLD RES INC
Basic Materials·Gold
8.66%
of portfolio
Number of shares
22,226,300 sh
Holdings current value
$88.68M
Avg closing price
$4.95
+121.2%
Last action
Added 19.9%
2024Q1
Current $10.94
5
MDGLMADRIGAL PHARMACEUTICALS INC
Healthcare·Biotechnology
7.90%
of portfolio
Number of shares
350,200 sh
Holdings current value
$80.90M
Avg closing price
$237.50
+124.0%
Last action
Trimmed 36.4%
2025Q4
Current $532.02
6
035128206ANGLOGOLD ASHANTI LIMITED
7.89%
of portfolio
Number of shares
3,833,492 sh
Holdings current value
$80.85M
Avg closing price
$13.69
Last action
Exited
2023Q3
Current —
7
G46188101HORIZON THERAPEUTICS PUB L
5.02%
of portfolio
Number of shares
500,000 sh
Holdings current value
$51.42M
Avg closing price
$96.98
Last action
Exited
2023Q4
Current —
8
THRYTHRYV HLDGS INC
Technology·Software - Application
4.80%
of portfolio
Number of shares
2,000,000 sh
Holdings current value
$49.20M
Avg closing price
$14.07
-77.0%
Last action
Added 3.5%
2025Q4
Current $3.24
9
AEMAGNICO EAGLE MINES LTD
Basic Materials·Gold
3.82%
of portfolio
Number of shares
783,561 sh
Holdings current value
$39.16M
Avg closing price
$46.53
+373.0%
Last action
Trimmed 24.2%
2022Q4
Current $220.10
10
SSRMSSR MNG INC
Basic Materials·Gold
2.77%
of portfolio
Number of shares
2,000,000 sh
Holdings current value
$28.36M
Avg closing price
$16.25
+95.4%
Last action
Exited
2024Q1
Current $31.75
11
THMINTERNATIONAL TOWER HILL MIN
Basic Materials·Gold
2.51%
of portfolio
Number of shares
61,930,724 sh
Holdings current value
$25.71M
Avg closing price
$0.51
+412.1%
Last action
Added 10.8%
2025Q1
Current $2.62
12
SASEABRIDGE GOLD INC
Basic Materials·Gold
2.44%
of portfolio
Number of shares
2,070,000 sh
Holdings current value
$24.94M
Avg closing price
$16.75
+100.6%
Last action
Exited
2025Q3
Current $33.60
13
NEMNEWMONT CORP
Basic Materials·Gold
1.88%
of portfolio
Number of shares
452,000 sh
Holdings current value
$19.28M
Avg closing price
$42.66
+173.1%
Last action
Exited
2023Q3
Current $116.50
14
EQXEQUINOX GOLD CORP
Basic Materials·Gold
1.12%
of portfolio
Number of shares
2,500,000 sh
Holdings current value
$11.45M
Avg closing price
$11.22
+39.1%
Last action
Exited
2025Q3
Current $15.61
15
TMQTRILOGY METALS INC NEW
Basic Materials·Other Industrial Metals & Mining
0.83%
of portfolio
Number of shares
14,326,996 sh
Holdings current value
$8.50M
Avg closing price
$1.01
+343.3%
Last action
Exited
2025Q4
Current $4.48
16
NMRKNEWMARK GROUP INC
Real Estate·Real Estate Services
0.78%
of portfolio
Number of shares
1,284,625 sh
Holdings current value
$7.99M
Avg closing price
$11.75
+40.7%
Last action
Exited
2024Q2
Current $16.53
17
TELLEURTELLURIAN INC NEW
0.74%
of portfolio
Number of shares
5,340,663 sh
Holdings current value
$7.53M
Avg closing price
$1.46
Last action
Exited
2024Q4
Current —
18
IAGIAMGOLD CORP
Basic Materials·Gold
0.47%
of portfolio
Number of shares
1,850,000 sh
Holdings current value
$4.87M
Avg closing price
$2.21
+771.1%
Last action
Exited
2025Q3
Current $19.25
19
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
0.41%
of portfolio
Number of shares
50,000 sh
Holdings current value
$4.17M
Avg closing price
$150.78
-6.5%
Last action
Exited
2024Q2
Current $141.01
20
46583P102IVERIC BIO INC
0.10%
of portfolio
Number of shares
25,000 sh
Holdings current value
$983.5K
Avg closing price
$39.34
Last action
Exited
2023Q3
Current —
21
G28923103DIVERSEY HLDGS LTD
0.04%
of portfolio
Number of shares
50,000 sh
Holdings current value
$419.5K
Avg closing price
$8.39
Last action
Exited
2023Q3
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BHC
20.65% · -26.2%
AAMI
18.30% · +218.4%
PPTA
8.88% · +823.7%
NG
8.66% · +174.2%
MDGL
7.90% · +130.3%
ANGLOGOLD ASHANTI LIMITED
7.89%
HORIZON THERAPEUTICS PUB L
5.02%
THRY
4.80% · -86.8%
AEM
3.82% · +340.4%
SSRM
2.77% · +123.9%
THM
2.51% · +531.1%
SA
2.44% · +178.8%
NEM
1.88% · +173.1%
EQX
1.12% · +240.8%
TMQ
0.83% · +654.8%
NMRK
0.78% · +165.8%
TELLEUR
0.74%
IAG
0.47% · +631.9%
BABA
0.41% · +69.2%
IVERIC BIO INC
0.10%
DIVERSEY HLDGS LTD
0.04%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Basic Materials10 pos$341.9M38.7%
  • Healthcare2 pos$292.4M33.1%
  • Financial Services1 pos$187.5M21.2%
  • Technology1 pos$49.2M5.6%
  • Real Estate1 pos$8.0M0.9%
  • Consumer Cyclical1 pos$4.2M0.5%
(13.8% unclassified, excluded from %)