Stuart Merzer
Paulson & Co. Inc.
Assets Managed
$3.112B
Holdings
9
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-4.61%(2Q avg: 2.63%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Paulson & Co. Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 9 positions.
Assets under management
The assets under management (AUM) of Paulson & Co. Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.112B in assets, with a quarterly growth rate of -4.61% and a 2-quarter average growth rate of 2.63%. The portfolio is managed by Stuart Merzer, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
PPTA Perpetua Resources Corp
| 29.24% | $909.606M 32.347M shares@ $28.13 avg price | |
MDGL Madrigal Pharmaceuticals Inc
| 23.43% | $728.769M 1.392M shares@ $523.47 avg price | Decreased -18.46% |
BSIG Brightsphere Investment Grou
| 13.55% | $421.389M 7.743M shares@ $54.42 avg price | |
BHC Bausch Health Cos Inc
| 12.72% | $395.582M 73.256M shares@ $5.41 avg price | |
NG Novagold Resources Inc
| 7.87% | $244.598M 27.238M shares@ $8.99 avg price | |
THM Intl Tower Hill Mines Ltd
| 7.37% | $229.018M 99.573M shares@ $2.3 avg price | Increased 41.77% |
AEM Agnico Eagle Mines Ltd
| 5.12% | $159.047M 783,561 shares@ $202.99 avg price | |
THRY Thryv Holdings Inc
| 0.75% | $23.136M 8.444M shares@ $2.75 avg price | Increased 94.25% |
FOLD Amicus Therapeutics Inc
| 0.02% | $468,504 32,400 shares@ $14.46 avg price | New Position |
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