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PAULSON & CO. INC. (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $3,111,613,398 · 9 positions · top-10 100.0% · SEC filing history →

13FScore 63/100 — cloning their disclosed top holdings over ~4.7y returned +10%/yr vs S&P +10%/yr (alpha -0%/yr), ahead of the market in 53% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
AMICUS THERAPEUTIC0.0%$468,504MedAmicus Therapeutics is a biotechnology company that develops and markets therapies for rare and orphan diseases, including treatments for Fabry and Pompe disease.

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$ITH · INTERNATIONAL TOWER HILL MIN7.4%+42%MedAlaska gold exploration company (Livengood)
$THRY · THRYV HLDGS INC0.7%+94%+40%LowThryv provides small-business marketing and management software, including scheduling, CRM and marketing tools, and operates print and digital business directories.NASDAQ

Top holdings now

Issuer% bookSince entryBusinessTags
$PPTA · PERPETUA RESOURCES CORP29.2%+93% ≥Q2 '21Perpetua Resources is a mining-development company advancing the Stibnite gold-antimony project in Idaho, which would produce gold and domestically sourced antimony.NASDAQ
$MDGL · MADRIGAL PHARMACEUTICALS INC23.4%+140% Q2 '23Madrigal Pharmaceuticals is a biopharmaceutical company that develops and commercializes therapies for liver and metabolic diseases, including its treatment for nonalcoholic steatohepatitis (NASH/MASH).NASDAQ
$AAMI · ACADIAN ASSET MANAGEMENT INC13.5%+221% ≥Q1 '25Acadian Asset Management is a quantitative investment firm that manages systematic active equity and other strategies for institutional clients globally.
$BHC · BAUSCH HEALTH COS INC12.7%-85% ≥Q2 '21Bausch Health develops and markets branded pharmaceuticals, eye-care products, and medical devices across gastroenterology, dermatology, and other therapeutic areas.
$NG · NOVAGOLD RESOURCES INC7.9%-44% ≥Q2 '21NovaGold Resources is a gold-mining exploration and development company advancing the Donlin Gold project in Alaska.
$ITH · INTERNATIONAL TOWER HILL MIN7.4%Alaska gold exploration company (Livengood)
$AEM · AGNICO EAGLE MINES LTD5.1%+124% Q1 '22Agnico Eagle Mines is a gold mining company that explores for and produces gold from operations in Canada, Finland, Australia, and Mexico.
$THRY · THRYV HLDGS INC0.7%-88% ≥Q2 '21Thryv provides small-business marketing and management software, including scheduling, CRM and marketing tools, and operates print and digital business directories.NASDAQ
AMICUS THERAPEUTIC0.0%Amicus Therapeutics is a biotechnology company that develops and markets therapies for rare and orphan diseases, including treatments for Fabry and Pompe disease.

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker