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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 · 2024Q4
13 positions
1
MDGLMADRIGAL PHARMACEUTICALS INC
Healthcare·Biotechnology
38.14%
of portfolio
Number of shares
2,042,000 sh
Holdings current value
$630.10M
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
16.00%
of portfolio
Number of shares
24,771,542 sh
Holdings current value
$264.31M
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
14.27%
of portfolio
Number of shares
8,950,121 sh
Holdings current value
$235.75M
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
12.90%
of portfolio
Number of shares
26,439,035 sh
Holdings current value
$213.10M
Avg closing price
$12.78
-53.8%
Last action
Added 10.4%
2025Q4
Current $5.90
5
NGNOVAGOLD RES INC
Basic Materials·Gold
5.49%
of portfolio
Number of shares
27,238,061 sh
Holdings current value
$90.70M
Avg closing price
$4.95
+121.2%
Last action
Added 15.7%
2024Q1
Current $10.94
6
THRYTHRYV HLDGS INC
Technology·Software - Application
3.83%
of portfolio
Number of shares
4,280,000 sh
Holdings current value
$63.34M
Avg closing price
$14.07
-77.0%
Last action
Added 1.6%
2025Q4
Current $3.24
7
AEMAGNICO EAGLE MINES LTD
Basic Materials·Gold
3.71%
of portfolio
Number of shares
783,561 sh
Holdings current value
$61.28M
Avg closing price
$46.53
+373.0%
Last action
Trimmed 24.2%
2022Q4
Current $220.10
8
THMINTERNATIONAL TOWER HILL MIN
Basic Materials·Gold
1.77%
of portfolio
Number of shares
64,198,980 sh
Holdings current value
$29.24M
Avg closing price
$0.51
+412.1%
Last action
Added 10.4%
2025Q1
Current $2.62
9
SASEABRIDGE GOLD INC
Basic Materials·Gold
1.43%
of portfolio
Number of shares
2,070,000 sh
Holdings current value
$23.62M
Avg closing price
$16.75
+100.6%
Last action
Exited
2025Q3
Current $33.60
10
TMQTRILOGY METALS INC NEW
Basic Materials·Other Industrial Metals & Mining
1.01%
of portfolio
Number of shares
14,326,996 sh
Holdings current value
$16.62M
Avg closing price
$1.01
+343.3%
Last action
Exited
2025Q4
Current $4.48
11
EQXEQUINOX GOLD CORP
Basic Materials·Gold
0.76%
of portfolio
Number of shares
2,500,000 sh
Holdings current value
$12.55M
Avg closing price
$11.22
+39.1%
Last action
Exited
2025Q3
Current $15.61
12
IAGIAMGOLD CORP
Basic Materials·Gold
0.58%
of portfolio
Number of shares
1,850,000 sh
Holdings current value
$9.55M
Avg closing price
$2.21
+771.1%
Last action
Exited
2025Q3
Current $19.25
13
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.12%
of portfolio
Number of shares
10,000 sh
Holdings current value
$1.90M
Avg closing price
$190.44
+79.4%
Last action
Exited
2025Q1
Current $341.68

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MDGL
38.14% · +72.4%
PPTA
16.00% · +217.7%
AAMI
14.27% · +153.3%
BHC
12.90% · -26.8%
NG
5.49% · +228.5%
THRY
3.83% · -78.1%
AEM
3.71% · +181.4%
THM
1.77% · +475.3%
SA
1.43% · +194.5%
TMQ
1.01% · +286.2%
EQX
0.76% · +211.0%
IAG
0.58% · +273.1%
GOOGL
0.12% · +79.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare2 pos$843.2M51.0%
  • Basic Materials8 pos$507.9M30.7%
  • Financial Services1 pos$235.7M14.3%
  • Technology1 pos$63.3M3.8%
  • Communication Services1 pos$1.9M0.1%