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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Paulson & Co.
Value
$3.3B
Stocks
8 Stocks
Turnover
0.0%
Top Holdings
MDGL(27.94%) PPTA(26.07%) AAMI(16.23%) BHC(14.02%) THM(8.07%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| MDGL | None | Madrigal | Health Care | $719.5M | 0 | 27.9% | 0 | No Change |
| PPTA | None | PERPETUA RESOURCES CORP | General | $671.5M | 0 | 26.1% | 0 | No Change |
| AAMI | None | ACADIAN ASSET MANAGEMENT INC | General | $417.9M | 0 | 16.2% | 0 | No Change |
| BHC | None | Bausch Health Companies Inc. | Healthcare | $361.2M | 0 | 14.0% | 0 | No Change |
| THM | None | International Tower Hill Mines Ltd. | Materials | $207.9M | 0 | 8.1% | 0 | No Change |
| NG | None | Novagold Resources Inc | Basic Materials | $162.6M | 0 | 6.3% | 0 | No Change |
| THRY | None | Thryv Holdings Inc | Information Technology | $33.3M | 0 | 1.3% | 0 | No Change |
| GOOG | None | Alphabet Inc. | Communication Services | $1.8M | 0 | 0.1% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 2 | $1089.4M | 42.3% |
| Health Care | 1 | $719.5M | 27.9% |
| Healthcare | 1 | $361.2M | 14.0% |
| Materials | 1 | $207.9M | 8.1% |
| Basic Materials | 1 | $162.6M | 6.3% |
| Information Technology | 1 | $33.3M | 1.3% |
| Communication Services | 1 | $1.8M | 0.1% |