John Paulson

Summary

John Paulson disclosed 8 positions in its latest 13F (2026 Q2), a portfolio value of ~$2.58B, across 1 sectors; top holdings MDGL, PPTA, AAMI. This quarter: 1 new, 1 added, 2 trimmed, 2 closed. Data from public SEC 13F filings, delayed up to ~45 days.

Portfolio value$2.58B

Holdings8incl. options

Sectors1

Latest filing2026 Q2

New1$1.77M

Added1$21.09M

Trimmed2$12.72M

Sold2$159.52M

View original SEC filing

Guru playbook

This quarter at a glance

Focused bookHighly concentrated · top 5 = 92%High turnover · active

Circle of competence (by value)

Communication Services0%

Biggest new buy

GOOGLALPHABET INC-CL A

New buy · of book 0.1%

Biggest add

THMINTL TOWER HILL MINES LTD

Added +4.9%

Biggest exit

AEMAGNICO EAGLE MINES LTD

Exited · was ~$159.05M

⚠️ Tags are auto-derived from public 13F holdings.

Position-weight treemap

By share of portfolio value (2026 Q2, common stock only, top 25).

Sector breakdown

By value (positions with no sector fall under “Uncategorized”).

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.