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Tracking John Paulson's Paulson & Company Portfolio - Q2 2024 Update

John Vincent
~2 minutes

Summary

  • John Paulson’s 13F portfolio value decreased from ~$1.45B to ~$1.35B this quarter.
  • Top five positions—Madrigal Pharma, Brightsphere Investment Group, Bausch Health, Perpetua Resources, and NovaGold—comprise ~83% of the portfolio.
  • Major changes include a minor increase in Madrigal Pharma and a one-third reduction in AngloGold Ashanti.

TimArbaev

This article is part of a series that provides an ongoing analysis of the changes made to John Paulson’s 13F stock portfolio on a quarterly basis. It is based on Paulson’s regulatory 13F Form filed on 08/14/2024. Please visit

Analyst’s Disclosure: I/we have a beneficial long position in the shares of FBTC, IBIT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am long Fannie/Freddie pfds.

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