PAULSON & CO. INC.
13F Reported Value
ⓘ$3.1B
Holdings
9
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
PAULSON & CO. INC. disclosed 9 positions worth $3.1B in its Form 13F-HR for Q1 2026, led by $PPTA (PERPETUA RESOURCES CORP.) at 29.2% of the equity portfolio, followed by $MDGL and $AAMI. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $FOLD and a full exit from $SOLS. The portfolio is most concentrated in Materials (49.6% of disclosed assets). All figures are sourced directly from PAULSON & CO. INC.’s Form 13F-HR filing with the SEC under CIK 1035674.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$909.6M32,347,299 sh - 25.4#2,544
Quality
$728.8M1,392,188 sh - 62.2#752
Quality
$421.4M7,743,282 sh - 46.8
Quality
$395.6M73,255,869 sh - —
Quality
$244.6M27,238,061 sh - $229.0M99,573,038 sh
- —
Quality
$159.0M783,561 sh - 41.7
Quality
$23.1M8,443,835 sh - 44.2
Quality
$468.5K32,400 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 PERPETUA RESOURCES CORP.$PPTA | — | $909.6M | 32,347,299 |
 MADRIGAL PHARMACEUTICALS, INC.$MDGL | 25.4#2,544 | $728.8M | 1,392,188 |
 Acadian Asset Management Inc.$AAMI | 62.2#752 | $421.4M | 7,743,282 |
 Bausch Health Companies Inc.$BHC | 46.8 | $395.6M | 73,255,869 |
 NOVAGOLD RESOURCES INC$NG | — | $244.6M | 27,238,061 |
 INTERNATIONAL TOWER HILL MINES LTD$THM | — | $229.0M | 99,573,038 |
 AGNICO EAGLE MINES LTD$AEM | — | $159.0M | 783,561 |
 Thryv Holdings, Inc.$THRY | 41.7 | $23.1M | 8,443,835 |
 AMICUS THERAPEUTICS, INC.$FOLD | 44.2 | $468.5K | 32,400 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PAULSON & CO. INC.'s 9 positions.
Showing top 9 of 9 holdings.
Sector Allocation
Materials
$1.5B
Healthcare
$1.1B
Financials
$421.4M
Technology
$23.1M
Full Holdings — PAULSON & CO. INC. (Q1 2026)
All 9 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PPTA | PERPETUA RESOURCES CORP. | $909.6M | 29.2% | +0% | — |
| 2 | $MDGL | MADRIGAL PHARMACEUTICALS, INC. | $728.8M | 23.4% | -18% | 25.4 |
| 3 | $AAMI | Acadian Asset Management Inc. | $421.4M | 13.5% | +0% | 62.2 |
| 4 | $BHC | Bausch Health Companies Inc. | $395.6M | 12.7% | +0% | 46.8 |
| 5 | $NG | NOVAGOLD RESOURCES INC | $244.6M | 7.9% | +0% | — |
| 6 | $THM | INTERNATIONAL TOWER HILL MINES LTD | $229.0M | 7.4% | +42% | — |
| 7 | $AEM | AGNICO EAGLE MINES LTD | $159.0M | 5.1% | +0% | — |
| 8 | $THRY | Thryv Holdings, Inc. | $23.1M | 0.7% | +94% | 41.7 |
| 9 | $FOLD | AMICUS THERAPEUTICS, INC. | $468,504 | 0.0% | NEW | 44.2 |
New Positions (1)
$FOLD AMICUS THERAPEUTICS, INC.$468,504Exited Positions (1)
$SOLS Solstice Advanced Materials Inc.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: PAULSON & CO. INC.
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