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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 · 2023Q3
18 positions
1
G46188101HORIZON THERAPEUTICS PUB L
21.77%
of portfolio
Number of shares
2,103,046 sh
Holdings current value
$243.30M
Avg closing price
$96.98
Last action
Exited
2023Q4
Current —
2
BHCBAUSCH HEALTH COS INC
Healthcare·Drug Manufacturers - Specialty & Generic
19.45%
of portfolio
Number of shares
26,439,035 sh
Holdings current value
$217.33M
Avg closing price
$12.78
-53.8%
Last action
Added 10.4%
2025Q4
Current $5.90
3
AAMIBRIGHTSPHERE INVT GROUP INC
Financial Services·Asset Management
15.53%
of portfolio
Number of shares
8,950,121 sh
Holdings current value
$173.54M
Avg closing price
$9.91
+573.2%
Last action
Trimmed 11.9%
2025Q3
Current $66.71
4
NGNOVAGOLD RES INC
Basic Materials·Gold
7.64%
of portfolio
Number of shares
22,226,300 sh
Holdings current value
$85.35M
Avg closing price
$4.95
+121.2%
Last action
Added 19.9%
2024Q1
Current $10.94
5
PPTAPERPETUA RESOURCES CORP
Basic Materials·Other Precious Metals & Mining
7.23%
of portfolio
Number of shares
24,771,542 sh
Holdings current value
$80.76M
Avg closing price
$8.38
+304.6%
Last action
Added 44.1%
2025Q2
Current $33.90
6
MDGLMADRIGAL PHARMACEUTICALS INC
Healthcare·Biotechnology
6.53%
of portfolio
Number of shares
500,000 sh
Holdings current value
$73.02M
Avg closing price
$237.50
+124.0%
Last action
Trimmed 28.6%
2025Q4
Current $532.02
7
G0378L100ANGLOGOLD ASHANTI PLC
5.42%
of portfolio
Number of shares
3,833,492 sh
Holdings current value
$60.57M
Avg closing price
$15.80
Last action
Exited
2024Q3
Current —
8
THRYTHRYV HLDGS INC
Technology·Software - Application
3.36%
of portfolio
Number of shares
2,000,000 sh
Holdings current value
$37.54M
Avg closing price
$14.07
-77.0%
Last action
Added 3.5%
2025Q4
Current $3.24
9
AEMAGNICO EAGLE MINES LTD
Basic Materials·Gold
3.19%
of portfolio
Number of shares
783,561 sh
Holdings current value
$35.61M
Avg closing price
$46.53
+373.0%
Last action
Trimmed 24.2%
2022Q4
Current $220.10
10
SSRMSSR MNG INC
Basic Materials·Gold
2.38%
of portfolio
Number of shares
2,000,000 sh
Holdings current value
$26.58M
Avg closing price
$16.25
+95.4%
Last action
Exited
2024Q1
Current $31.75
11
SASEABRIDGE GOLD INC
Basic Materials·Gold
1.95%
of portfolio
Number of shares
2,070,000 sh
Holdings current value
$21.84M
Avg closing price
$16.75
+100.6%
Last action
Exited
2025Q3
Current $33.60
12
THMINTERNATIONAL TOWER HILL MIN
Basic Materials·Gold
1.95%
of portfolio
Number of shares
61,930,724 sh
Holdings current value
$21.80M
Avg closing price
$0.51
+412.1%
Last action
Added 10.8%
2025Q1
Current $2.62
13
EQXEQUINOX GOLD CORP
Basic Materials·Gold
0.95%
of portfolio
Number of shares
2,500,000 sh
Holdings current value
$10.57M
Avg closing price
$11.22
+39.1%
Last action
Exited
2025Q3
Current $15.61
14
NMRKNEWMARK GROUP INC
Real Estate·Real Estate Services
0.74%
of portfolio
Number of shares
1,284,625 sh
Holdings current value
$8.26M
Avg closing price
$11.75
+40.7%
Last action
Exited
2024Q2
Current $16.53
15
TMQTRILOGY METALS INC NEW
Basic Materials·Other Industrial Metals & Mining
0.63%
of portfolio
Number of shares
14,326,996 sh
Holdings current value
$7.02M
Avg closing price
$1.01
+343.3%
Last action
Exited
2025Q4
Current $4.48
16
TELLEURTELLURIAN INC NEW
0.55%
of portfolio
Number of shares
5,340,663 sh
Holdings current value
$6.20M
Avg closing price
$1.46
Last action
Exited
2024Q4
Current —
17
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
0.39%
of portfolio
Number of shares
50,000 sh
Holdings current value
$4.34M
Avg closing price
$150.78
-6.5%
Last action
Exited
2024Q2
Current $141.01
18
IAGIAMGOLD CORP
Basic Materials·Gold
0.36%
of portfolio
Number of shares
1,850,000 sh
Holdings current value
$3.98M
Avg closing price
$2.21
+771.1%
Last action
Exited
2025Q3
Current $19.25

Portfolio heatmap

Box size = % of portfolio · color = return since filing
HORIZON THERAPEUTICS PUB L
21.77%
BHC
19.45% · -28.2%
AAMI
15.53% · +244.0%
NG
7.64% · +184.9%
PPTA
7.23% · +939.9%
MDGL
6.53% · +264.3%
ANGLOGOLD ASHANTI PLC
5.42%
THRY
3.36% · -82.7%
AEM
3.19% · +384.3%
SSRM
2.38% · +138.9%
SA
1.95% · +218.5%
THM
1.95% · +644.3%
EQX
0.95% · +269.0%
NMRK
0.74% · +157.1%
TMQ
0.63% · +814.3%
TELLEUR
0.55%
BABA
0.39% · +62.6%
IAG
0.36% · +795.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Basic Materials9 pos$293.5M36.3%
  • Healthcare2 pos$290.3M36.0%
  • Financial Services1 pos$173.5M21.5%
  • Technology1 pos$37.5M4.6%
  • Real Estate1 pos$8.3M1.0%
  • Consumer Cyclical1 pos$4.3M0.5%
(27.7% unclassified, excluded from %)