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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 · 2024Q2
16 positions
1
MDGLMADRIGAL PHARMACEUTICALS INC
Healthcare·Biotechnology
38.31%
of portfolio
Number of shares
1,850,000 sh
Holdings current value
$518.30M
Avg closing price
$237.50
+124.0%
Last action
Trimmed 9.8%
2025Q4
Current $532.02
2
AAMIBRIGHTSPHERE INVT GROUP INC
Financial Services·Asset Management
14.67%
of portfolio
Number of shares
8,950,121 sh
Holdings current value
$198.42M
Avg closing price
$9.91
+573.2%
Last action
Trimmed 11.9%
2025Q3
Current $66.71
3
BHCBAUSCH HEALTH COS INC
Healthcare·Drug Manufacturers - Specialty & Generic
13.62%
of portfolio
Number of shares
26,439,035 sh
Holdings current value
$184.28M
Avg closing price
$12.78
-53.8%
Last action
Added 10.4%
2025Q4
Current $5.90
4
PPTAPERPETUA RESOURCES CORP
Basic Materials·Other Precious Metals & Mining
9.52%
of portfolio
Number of shares
24,771,542 sh
Holdings current value
$128.81M
Avg closing price
$8.38
+304.6%
Last action
Added 44.1%
2025Q2
Current $33.90
5
NGNOVAGOLD RES INC
Basic Materials·Gold
6.97%
of portfolio
Number of shares
27,238,061 sh
Holdings current value
$94.24M
Avg closing price
$4.95
+121.2%
Last action
Added 15.7%
2024Q1
Current $10.94
6
AEMAGNICO EAGLE MINES LTD
Basic Materials·Gold
3.79%
of portfolio
Number of shares
783,561 sh
Holdings current value
$51.24M
Avg closing price
$46.53
+373.0%
Last action
Trimmed 24.2%
2022Q4
Current $220.10
7
G0378L100ANGLOGOLD ASHANTI PLC
3.59%
of portfolio
Number of shares
1,932,905 sh
Holdings current value
$48.57M
Avg closing price
$15.80
Last action
Exited
2024Q3
Current —
8
THRYTHRYV HLDGS INC
Technology·Software - Application
2.63%
of portfolio
Number of shares
2,000,000 sh
Holdings current value
$35.64M
Avg closing price
$14.07
-77.0%
Last action
Added 3.5%
2025Q4
Current $3.24
9
THMINTERNATIONAL TOWER HILL MIN
Basic Materials·Gold
2.35%
of portfolio
Number of shares
64,198,980 sh
Holdings current value
$31.74M
Avg closing price
$0.51
+412.1%
Last action
Added 10.4%
2025Q1
Current $2.62
10
SASEABRIDGE GOLD INC
Basic Materials·Gold
2.09%
of portfolio
Number of shares
2,070,000 sh
Holdings current value
$28.34M
Avg closing price
$16.75
+100.6%
Last action
Exited
2025Q3
Current $33.60
11
EQXEQUINOX GOLD CORP
Basic Materials·Gold
0.97%
of portfolio
Number of shares
2,500,000 sh
Holdings current value
$13.07M
Avg closing price
$11.22
+39.1%
Last action
Exited
2025Q3
Current $15.61
12
TMQTRILOGY METALS INC NEW
Basic Materials·Other Industrial Metals & Mining
0.54%
of portfolio
Number of shares
14,326,996 sh
Holdings current value
$7.29M
Avg closing price
$1.01
+343.3%
Last action
Exited
2025Q4
Current $4.48
13
IAGIAMGOLD CORP
Basic Materials·Gold
0.51%
of portfolio
Number of shares
1,850,000 sh
Holdings current value
$6.94M
Avg closing price
$2.21
+771.1%
Last action
Exited
2025Q3
Current $19.25
14
TELLEURTELLURIAN INC NEW
0.27%
of portfolio
Number of shares
5,340,663 sh
Holdings current value
$3.70M
Avg closing price
$1.46
Last action
Exited
2024Q4
Current —
15
OPTUALTICE USA INC
Communication Services·Telecom Services
0.17%
of portfolio
Number of shares
1,160,265 sh
Holdings current value
$2.37M
Avg closing price
$2.93
-43.0%
Last action
Exited
2024Q4
Current $1.67
16
EVBGEUREVERBRIDGE INC
0.00%
of portfolio
Number of shares
1,225 sh
Holdings current value
$42.9K
Avg closing price
$34.99
Last action
Exited
2024Q3
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MDGL
38.31% · +89.9%
AAMI
14.67% · +200.9%
BHC
13.62% · -15.4%
PPTA
9.52% · +551.9%
NG
6.97% · +216.2%
AEM
3.79% · +236.5%
ANGLOGOLD ASHANTI PLC
3.59%
THRY
2.63% · -81.8%
THM
2.35% · +429.9%
SA
2.09% · +145.4%
EQX
0.97% · +198.5%
TMQ
0.54% · +780.2%
IAG
0.51% · +413.3%
TELLEUR
0.27%
OPTU
0.17% · -18.1%
EVBGEUR
0.00%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare2 pos$702.6M54.0%
  • Basic Materials8 pos$361.7M27.8%
  • Financial Services1 pos$198.4M15.3%
  • Technology1 pos$35.6M2.7%
  • Communication Services1 pos$2.4M0.2%
(3.9% unclassified, excluded from %)