Tracking John Paulson's Paulson & Company Portfolio - Q2 2024 Update
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.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.