John Paulson

John Paulson

13F
Paulson & Co.
Last update 2024-11-15 15 Stocks (1 new)
Value $1.43 Bil Turnover 5 %
Countries:
Portfolio Report

John Paulson Profile

John Paulson is the President and Portfolio Manager of Paulson & Co. Inc. Paulson was ranked by Absolute Return Magazine as the 3rd largest hedge fund in the world managing approximately $29bn in merger, event and distressed strategies. Mr. Paulson received his Masters of Business Administration with high distinction, as a Baker Scholar, from Harvard Business School in 1980. He graduated summa cum laude in Finance from New York University's College of Business and Public Administration in 1978. Prior to forming Paulson in 1994, John was a general partner of Gruss Partners and a managing director in mergers and acquisitions at Bear Stearns.

John Paulson Investing Philosophy

John Paulson, a former mergers and acquisitions banker, established his firm as a merger arbitrage hedge fund manager, seeking to make money from situations when one public company announces plans to take over another. Merger arbitrage hedge funds primarily study equity markets, but they also research the market for credit default swaps, a form of insurance that starts paying out as soon as a credit security falls in value.
John Paulson Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MDGL
Madrigal Pharmaceuticals Inc
2,042,000
392607.000
+10.38%
27.550
+2.59%
9.360
+60.94%
+9.83%
7391.765
Biotechnology
PPTA
Perpetua Resources Corp
24,771,542
231613.920
0%
16.250
0%
38.350
+29.34%
+13.40%
849.151
Metals & Mining
AAMI
BrightSphere Investment Group Inc
8,950,121
227333.070
0%
15.950
0%
23.980
-1.97%
-8.73%
897.123
Asset Management
BHC
Bausch Health Companies Inc
26,439,035
215742.530
0%
15.140
0%
7.190
-2.72%
-2.23%
2906.148
Drug Manufacturers
NG
Novagold Resources Inc
27,238,061
111676.050
0%
7.840
0%
8.140
+0.29%
+4.20%
1161.484
Metals & Mining
AEM
Agnico Eagle Mines Ltd
783,561
63123.670
0%
4.430
0%
0.160
+6.66%
+7.79%
42374.083
Metals & Mining
THM
International Tower Hill Mines Ltd
64,198,980
35977.110
0%
2.520
0%
32.150
-17.70%
+2.11%
98.442
Metals & Mining
SA
Seabridge Gold Inc
2,070,000
34755.300
0%
2.440
0%
2.310
-30.41%
+5.08%
1101.302
Metals & Mining
THRY
Thryv Holdings Inc
2,000,000
34460.000
0%
2.420
0%
4.760
-16.14%
-3.78%
610.926
Interactive Media
TELL
Tellurian Inc
30,000,000
29040.000
+461.73%
2.040
+1.68%
3.360
+55.27%
+32.21%
892.985
Oil & Gas

John Paulson's Historical Top Holdings Breakdowns

John Paulson's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HZNP Horizon Therapeutics PLC2023-12-31Sold Out
-21.77%
115.93 ($116.22) 116.3
$116.30
0.07%
Sold Out
0
-2,103,046
HZNP Horizon Therapeutics PLC2023-09-30Add
+16.59%
98.98 ($107.45) 115.74
$116.30
8.24%
Add 320.61%
2,103,046
1,603,046
MDGL
Madrigal Pharmaceuticals Inc2023-12-31Add
+12.65%
120.4 ($174.99) 237.13
$338.91
93.67%
Add 121.15%
1,105,741
605,741
MDGL
Madrigal Pharmaceuticals Inc2024-03-31Add
+12.34%
171.37 ($235.62) 283.23
$338.91
43.84%
Add 60.53%
1,775,000
669,259
MDGL
Madrigal Pharmaceuticals Inc2023-06-30New Buy
+7.90%
203.88 ($270.39) 312
$338.91
25.34%
New holding
350,200
350,200
AU Anglogold Ashanti Plc2023-09-30Sold Out
-7.89%
16.25 ($19.03) 23.06
$15.04
-20.94%
Sold Out
0
-3,833,492
KWEB
KraneShares CSI China Internet ETF2023-03-31Sold Out
-6.34%
28.11 ($31.98) 36.15
$27.29
-14.67%
Sold Out
0
-2,332,064
AU
Anglogold Ashanti PLC2023-09-30New Buy
+5.42%
15.8 ($19.01) 20
$25.98
36.66%
New holding
3,833,492
3,833,492
HZNP Horizon Therapeutics PLC2023-03-31Reduce
-5.12%
107.32 ($110.54) 113.5
$116.30
5.21%
Reduce -33.33%
1,000,000
-500,000
HZNP Horizon Therapeutics PLC2023-06-30Reduce
-4.54%
96.34 ($105.56) 112.38
$116.30
10.17%
Reduce -50%
500,000
-500,000

John Paulson Total Holding History ($B)

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John Paulson's Asset Allocation

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John Paulson Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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