OpenStocks
Super InvestorsCongress TradesInsider TradingETFsSectors
Pro
···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. John Paulson (Paulson & Co)
  • Overview
  • Portfolio9
  • Performance40Q
  • Options
  • Activity1.2k
  • News
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 · 2023Q4
17 positions
1
MDGLMADRIGAL PHARMACEUTICALS INC
Healthcare·Biotechnology
23.09%
of portfolio
Number of shares
1,105,741 sh
Holdings current value
$255.85M
Avg closing price
$237.50
+124.0%
Last action
Trimmed 15.3%
2025Q4
Current $532.02
2
BHCBAUSCH HEALTH COS INC
Healthcare·Drug Manufacturers - Specialty & Generic
19.14%
of portfolio
Number of shares
26,439,035 sh
Holdings current value
$212.04M
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
15.48%
of portfolio
Number of shares
8,950,121 sh
Holdings current value
$171.48M
Avg closing price
$9.91
+573.2%
Last action
Trimmed 11.9%
2025Q3
Current $66.71
4
NGNOVAGOLD RES INC
Basic Materials·Gold
7.95%
of portfolio
Number of shares
23,541,483 sh
Holdings current value
$88.05M
Avg closing price
$4.95
+121.2%
Last action
Added 18.6%
2024Q1
Current $10.94
5
PPTAPERPETUA RESOURCES CORP
Basic Materials·Other Precious Metals & Mining
7.09%
of portfolio
Number of shares
24,771,542 sh
Holdings current value
$78.53M
Avg closing price
$8.38
+304.6%
Last action
Added 44.1%
2025Q2
Current $33.90
6
G0378L100ANGLOGOLD ASHANTI PLC
6.47%
of portfolio
Number of shares
3,833,492 sh
Holdings current value
$71.65M
Avg closing price
$15.80
Last action
Exited
2024Q3
Current —
7
AEMAGNICO EAGLE MINES LTD
Basic Materials·Gold
3.88%
of portfolio
Number of shares
783,561 sh
Holdings current value
$42.98M
Avg closing price
$46.53
+373.0%
Last action
Trimmed 24.2%
2022Q4
Current $220.10
8
THRYTHRYV HLDGS INC
Technology·Software - Application
3.67%
of portfolio
Number of shares
2,000,000 sh
Holdings current value
$40.70M
Avg closing price
$14.07
-77.0%
Last action
Added 3.5%
2025Q4
Current $3.24
9
THMINTERNATIONAL TOWER HILL MIN
Basic Materials·Gold
3.27%
of portfolio
Number of shares
61,930,724 sh
Holdings current value
$36.23M
Avg closing price
$0.51
+412.1%
Last action
Added 10.8%
2025Q1
Current $2.62
10
NMRKNEWMARK GROUP INC
Real Estate·Real Estate Services
2.97%
of portfolio
Number of shares
3,000,000 sh
Holdings current value
$32.88M
Avg closing price
$11.75
+40.7%
Last action
Exited
2024Q2
Current $16.53
11
SASEABRIDGE GOLD INC
Basic Materials·Gold
2.27%
of portfolio
Number of shares
2,070,000 sh
Holdings current value
$25.11M
Avg closing price
$16.75
+100.6%
Last action
Exited
2025Q3
Current $33.60
12
SSRMSSR MNG INC
Basic Materials·Gold
1.94%
of portfolio
Number of shares
2,000,000 sh
Holdings current value
$21.52M
Avg closing price
$16.25
+95.4%
Last action
Exited
2024Q1
Current $31.75
13
EQXEQUINOX GOLD CORP
Basic Materials·Gold
1.10%
of portfolio
Number of shares
2,500,000 sh
Holdings current value
$12.22M
Avg closing price
$11.22
+39.1%
Last action
Exited
2025Q3
Current $15.61
14
TMQTRILOGY METALS INC NEW
Basic Materials·Other Industrial Metals & Mining
0.56%
of portfolio
Number of shares
14,326,996 sh
Holdings current value
$6.16M
Avg closing price
$1.01
+343.3%
Last action
Exited
2025Q4
Current $4.48
15
IAGIAMGOLD CORP
Basic Materials·Gold
0.42%
of portfolio
Number of shares
1,850,000 sh
Holdings current value
$4.68M
Avg closing price
$2.21
+771.1%
Last action
Exited
2025Q3
Current $19.25
16
TELLEURTELLURIAN INC NEW
0.36%
of portfolio
Number of shares
5,340,663 sh
Holdings current value
$4.04M
Avg closing price
$1.46
Last action
Exited
2024Q4
Current —
17
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
0.35%
of portfolio
Number of shares
50,000 sh
Holdings current value
$3.88M
Avg closing price
$150.78
-6.5%
Last action
Exited
2024Q2
Current $141.01

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MDGL
23.09% · +129.9%
BHC
19.14% · -26.4%
AAMI
15.48% · +248.2%
NG
7.95% · +192.5%
PPTA
7.09% · +969.4%
ANGLOGOLD ASHANTI PLC
6.47%
AEM
3.88% · +301.3%
THRY
3.67% · -84.1%
THM
3.27% · +347.9%
NMRK
2.97% · +50.8%
SA
2.27% · +177.0%
SSRM
1.94% · +195.1%
EQX
1.10% · +219.2%
TMQ
0.56% · +941.9%
IAG
0.42% · +660.9%
TELLEUR
0.36%
BABA
0.35% · +81.9%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare2 pos$467.9M45.3%
  • Basic Materials9 pos$315.5M30.6%
  • Financial Services1 pos$171.5M16.6%
  • Technology1 pos$40.7M3.9%
  • Real Estate1 pos$32.9M3.2%
  • Consumer Cyclical1 pos$3.9M0.4%
(6.8% unclassified, excluded from %)