Paulson & Co. Inc.
Net seller this quarter
$2.58B
8
-$274M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MDGL | $720M | 27.94% | 5.80% | -3.8% | Q2 2023 |
 PPTA | $672M | 26.07% | 25.86% | Not reported | Q1 2021 |
 AAMI | $418M | 16.23% | 16.40% | -24.5% | Q3 2019 |
 BHC | $361M | 14.02% | 19.59% | Not reported | Q3 2018 |
 THM | $208M | 8.07% | 39.94% | +4.9% | Q2 2013 |
 NG | $163M | 6.31% | 6.21% | Not reported | Q2 2013 |
 THRY | $33.3M | 1.29% | 19.01% | Not reported | Q4 2020 |
 GOOGL | $1.77M | 0.07% | 0.00% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| PPTA | $910M | 29.23% | 25.89% | Not reported | Q1 2021 |
| MDGL | $729M | 23.42% | 6.04% | -18.5% | Q2 2023 |
| AAMI | $421M | 13.54% | 21.68% | Not reported | Q3 2019 |
| BHC | $396M | 12.71% | 19.62% | Not reported | Q3 2018 |
| NG | $245M | 7.86% | 6.21% | Not reported | Q2 2013 |
| THM | $229M | 7.36% | 38.06% | +41.8% | Q2 2013 |
 AEM | $159M | 5.11% | 0.16% | Not reported | Q2 2013 |
| THRY | $23.1M | 0.74% | 19.04% | +94.2% | Q4 2020 |
| FOLD | $469K | 0.02% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| MDGL | $994M | 30.48% | 7.48% | -10.5% | Q2 2023 |
| PPTA | $783M | 24.01% | 26.06% | Not reported | Q1 2021 |
| BHC | $509M | 15.61% | 19.77% | +3.5% | Q3 2018 |
| AAMI | $364M | 11.16% | 21.68% | Not reported | Q3 2019 |
| NG | $254M | 7.78% | 6.69% | Not reported | Q2 2013 |
| AEM | $133M | 4.07% | 0.16% | Not reported | Q2 2013 |
| THM | $131M | 4.01% | 33.79% | Not reported | Q2 2013 |
 SOLS | $67.8M | 2.08% | 0.88% | +2691.6% | Q4 2025 |
| THRY | $26.3M | 0.81% | 9.92% | +1.6% | Q4 2020 |
| Q3 2025 | |||||
| MDGL | $875M | 29.46% | 8.40% | -8.7% | Q2 2023 |
| PPTA | $654M | 22.04% | 30.06% | Not reported | Q1 2021 |
| BHC | $456M | 15.37% | 19.10% | +115.8% | Q3 2018 |
| AAMI | $373M | 12.56% | 21.62% | -13.5% | Q3 2019 |
| NG | $240M | 8.07% | 6.69% | Not reported | Q2 2013 |
| AEM | $132M | 4.45% | 0.16% | Not reported | Q2 2013 |
| THM | $115M | 3.88% | 33.79% | Not reported | Q2 2013 |
| THRY | $51.6M | 1.74% | 9.82% | Not reported | Q4 2020 |
 HON | $42.1M | 1.42% | 0.03% | Not reported | Q1 2025 |
 TMQ | $30.1M | 1.01% | 8.72% | Not reported | Q3 2016 |