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 · 2024Q3
15 positions
1
MDGLMADRIGAL PHARMACEUTICALS INC
Healthcare·Biotechnology
27.55%
of portfolio
Number of shares
2,042,000 sh
Holdings current value
$392.61M
Avg closing price
$237.50
+124.0%
Last action
Trimmed 8.9%
2025Q4
Current $532.02
2
PPTAPERPETUA RESOURCES CORP
Basic Materials·Other Precious Metals & Mining
16.25%
of portfolio
Number of shares
24,771,542 sh
Holdings current value
$231.61M
Avg closing price
$8.38
+304.6%
Last action
Added 44.1%
2025Q2
Current $33.90
3
AAMIBRIGHTSPHERE INVT GROUP INC
Financial Services·Asset Management
15.95%
of portfolio
Number of shares
8,950,121 sh
Holdings current value
$227.33M
Avg closing price
$9.91
+573.2%
Last action
Trimmed 11.9%
2025Q3
Current $66.71
4
BHCBAUSCH HEALTH COS INC
Healthcare·Drug Manufacturers - Specialty & Generic
15.14%
of portfolio
Number of shares
26,439,035 sh
Holdings current value
$215.74M
Avg closing price
$12.78
-53.8%
Last action
Added 10.4%
2025Q4
Current $5.90
5
NGNOVAGOLD RES INC
Basic Materials·Gold
7.84%
of portfolio
Number of shares
27,238,061 sh
Holdings current value
$111.68M
Avg closing price
$4.95
+121.2%
Last action
Added 15.7%
2024Q1
Current $10.94
6
AEMAGNICO EAGLE MINES LTD
Basic Materials·Gold
4.43%
of portfolio
Number of shares
783,561 sh
Holdings current value
$63.12M
Avg closing price
$46.53
+373.0%
Last action
Trimmed 24.2%
2022Q4
Current $220.10
7
THMINTERNATIONAL TOWER HILL MIN
Basic Materials·Gold
2.52%
of portfolio
Number of shares
64,198,980 sh
Holdings current value
$35.98M
Avg closing price
$0.51
+412.1%
Last action
Added 10.4%
2025Q1
Current $2.62
8
SASEABRIDGE GOLD INC
Basic Materials·Gold
2.44%
of portfolio
Number of shares
2,070,000 sh
Holdings current value
$34.76M
Avg closing price
$16.75
+100.6%
Last action
Exited
2025Q3
Current $33.60
9
THRYTHRYV HLDGS INC
Technology·Software - Application
2.42%
of portfolio
Number of shares
2,000,000 sh
Holdings current value
$34.46M
Avg closing price
$14.07
-77.0%
Last action
Added 3.5%
2025Q4
Current $3.24
10
TELLEURTELLURIAN INC NEW
2.04%
of portfolio
Number of shares
30,000,000 sh
Holdings current value
$29.04M
Avg closing price
$1.46
Last action
Exited
2024Q4
Current —
11
SWN1EURSOUTHWESTERN ENERGY CO
1.10%
of portfolio
Number of shares
2,200,000 sh
Holdings current value
$15.64M
Avg closing price
$7.11
Last action
Exited
2024Q4
Current —
12
EQXEQUINOX GOLD CORP
Basic Materials·Gold
1.07%
of portfolio
Number of shares
2,500,000 sh
Holdings current value
$15.22M
Avg closing price
$11.22
+39.1%
Last action
Exited
2025Q3
Current $15.61
13
IAGIAMGOLD CORP
Basic Materials·Gold
0.68%
of portfolio
Number of shares
1,850,000 sh
Holdings current value
$9.68M
Avg closing price
$2.21
+771.1%
Last action
Exited
2025Q3
Current $19.25
14
TMQTRILOGY METALS INC NEW
Basic Materials·Other Industrial Metals & Mining
0.49%
of portfolio
Number of shares
14,326,996 sh
Holdings current value
$6.93M
Avg closing price
$1.01
+343.3%
Last action
Exited
2025Q4
Current $4.48
15
OPTUALTICE USA INC
Communication Services·Telecom Services
0.10%
of portfolio
Number of shares
573,952 sh
Holdings current value
$1.41M
Avg closing price
$2.93
-43.0%
Last action
Exited
2024Q4
Current $1.67

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MDGL
27.55% · +176.7%
PPTA
16.25% · +262.6%
AAMI
15.95% · +162.6%
BHC
15.14% · -27.7%
NG
7.84% · +166.8%
AEM
4.43% · +173.2%
THM
2.52% · +367.5%
SA
2.44% · +100.1%
THRY
2.42% · -81.2%
TELLEUR
2.04%
SWN1EUR
1.10%
EQX
1.07% · +156.3%
IAG
0.68% · +268.1%
TMQ
0.49% · +825.6%
OPTU
0.10% · -32.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare2 pos$608.3M44.1%
  • Basic Materials8 pos$509.0M36.9%
  • Financial Services1 pos$227.3M16.5%
  • Technology1 pos$34.5M2.5%
  • Communication Services1 pos$1.4M0.1%
(3.1% unclassified, excluded from %)