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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 · 2025Q2
15 positions
1
MDGLMADRIGAL PHARMACEUTICALS INC
Healthcare·Biotechnology
31.44%
of portfolio
Number of shares
2,089,523 sh
Holdings current value
$632.37M
Avg closing price
$237.50
+124.0%
Last action
Trimmed 8.7%
2025Q4
Current $532.02
2
PPTAPERPETUA RESOURCES CORP
Basic Materials·Other Precious Metals & Mining
19.53%
of portfolio
Number of shares
32,347,299 sh
Holdings current value
$392.70M
Avg closing price
$8.38
+304.6%
Last action
Added 30.6%
2025Q2
Current $33.90
3
AAMIBRIGHTSPHERE INVT GROUP INC
Financial Services·Asset Management
15.68%
of portfolio
Number of shares
8,950,121 sh
Holdings current value
$315.40M
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
10.86%
of portfolio
Number of shares
32,791,702 sh
Holdings current value
$218.39M
Avg closing price
$12.78
-53.8%
Last action
Added 8.3%
2025Q4
Current $5.90
5
NGNOVAGOLD RES INC
Basic Materials·Gold
5.54%
of portfolio
Number of shares
27,238,061 sh
Holdings current value
$111.40M
Avg closing price
$4.95
+121.2%
Last action
Added 15.7%
2024Q1
Current $10.94
6
AEMAGNICO EAGLE MINES LTD
Basic Materials·Gold
4.63%
of portfolio
Number of shares
783,561 sh
Holdings current value
$93.19M
Avg closing price
$46.53
+373.0%
Last action
Trimmed 24.2%
2022Q4
Current $220.10
7
THMINTERNATIONAL TOWER HILL MIN
Basic Materials·Gold
2.99%
of portfolio
Number of shares
70,239,388 sh
Holdings current value
$60.09M
Avg closing price
$0.51
+412.1%
Last action
Added 9.4%
2025Q1
Current $2.62
8
THRYTHRYV HLDGS INC
Technology·Software - Application
2.59%
of portfolio
Number of shares
4,280,000 sh
Holdings current value
$52.04M
Avg closing price
$14.07
-77.0%
Last action
Added 1.6%
2025Q4
Current $3.24
9
HONHONEYWELL INTL INC
Industrials·Conglomerates
2.32%
of portfolio
Number of shares
200,000 sh
Holdings current value
$46.58M
Avg closing price
$211.75
+10.3%
Last action
Exited
2025Q4
Current $233.55
10
SASEABRIDGE GOLD INC
Basic Materials·Gold
1.49%
of portfolio
Number of shares
2,070,000 sh
Holdings current value
$30.06M
Avg closing price
$16.75
+100.6%
Last action
Exited
2025Q3
Current $33.60
11
TMQTRILOGY METALS INC NEW
Basic Materials·Other Industrial Metals & Mining
0.96%
of portfolio
Number of shares
14,326,996 sh
Holdings current value
$19.34M
Avg closing price
$1.01
+343.3%
Last action
Exited
2025Q4
Current $4.48
12
EQXEQUINOX GOLD CORP
Basic Materials·Gold
0.71%
of portfolio
Number of shares
2,500,000 sh
Holdings current value
$14.38M
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
$13.60M
Avg closing price
$2.21
+771.1%
Last action
Exited
2025Q3
Current $19.25
14
JNPJUNIPER NETWORKS INC
0.50%
of portfolio
Number of shares
250,000 sh
Holdings current value
$9.98M
Avg closing price
$39.93
Last action
Exited
2025Q3
Current —
15
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.08%
of portfolio
Number of shares
9,000 sh
Holdings current value
$1.60M
Avg closing price
$441.57
-23.1%
Last action
Exited
2025Q3
Current $339.40

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MDGL
31.44% · +75.8%
PPTA
19.53% · +179.2%
AAMI
15.68% · +89.3%
BHC
10.86% · -11.4%
NG
5.54% · +167.5%
AEM
4.63% · +85.1%
THM
2.99% · +206.3%
THRY
2.59% · -73.4%
HON
2.32% · +0.3%
SA
1.49% · +131.4%
TMQ
0.96% · +231.9%
EQX
0.71% · +171.5%
IAG
0.68% · +161.9%
JNP
0.50%
GOOG
0.08% · +91.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare2 pos$850.8M42.5%
  • Basic Materials8 pos$734.7M36.7%
  • Financial Services1 pos$315.4M15.8%
  • Technology1 pos$52.0M2.6%
  • Industrials1 pos$46.6M2.3%
  • Communication Services1 pos$1.6M0.1%