About John Paulson
John Paulson is an American billionaire hedge fund manager who founded the investment management firm Paulson & Co. Inc. in 1994. While he initially specialized in merger arbitrage, he achieved legendary status for his highly successful credit bets during the 2008 financial crisis. His career demonstrates an ability to identify and capitalize on large-scale, asymmetric market dislocations.
John Paulson Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 2.09 M | $632.37 M | 31.44% | 2 Years | -0.48% | ||
| 32.35 M | $392.7 M | 19.53% | 4.2 Years | +30.58% | ||
| 8.95 M | $315.4 M | 15.68% | 5.7 Years | 0.00% | ||
| 32.79 M | $218.39 M | 10.86% | 6.7 Years | +24.03% | ||
| 27.24 M | $111.4 M | 5.54% | >10 Years | 0.00% | ||
| 783,561 | $93.19 M | 4.63% | 3.2 Years | 0.00% | ||
| 70.24 M | $60.09 M | 2.99% | >10 Years | 0.00% | ||
| 4.28 M | $52.04 M | 2.59% | 4.5 Years | 0.00% | ||
| 200,000 | $46.58 M | 2.32% | New Buy | 0.00% | ||
| 2.07 M | $30.06 M | 1.49% | 8 Years | 0.00% |
Recent Moves
Significant New Position
+9,000 Shares | +$1.6 M Value
Continues to build a major stake in the Communication Services sector
2025 Q2
Added to Core Holding
+7.58 M Shares | +$91.97 M Value
Largest position increase in Materials sector
2025 Q2
Reduced Exposure to Position
-10,000 Shares | -$3.03 M Value
Reduced exposure to Healthcare
2025 Q2
Added to Core Holding
+6.35 M Shares | +$42.31 M Value
Largest position increase in Healthcare sector
2025 Q2
John Paulson's Historical Top Holdings Breakdown
Portfolio Date:
John Paulson Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | Add 30.6% | 32.35 M | 7.58 M | $91.97 M | ||
| 06/30/2025 | Add 24.0% | 32.79 M | 6.35 M | $42.31 M | ||
|
N/A
|
JUNIPER NETWORKS INC
|
06/30/2025 | New Buy | 250,000 | 250,000 | $9.98 M |
| 06/30/2025 | Reduce -0.5% | 2.09 M | -10,000 | $3.03 M | ||
|
N/A
|
INTRA-CELLULAR THERAPIES INC
|
06/30/2025 | Sold Out | 21,500 | -21,500 | $2.84 M |
| 06/30/2025 | New Buy | 9,000 | 9,000 | $1.6 M | ||
| 03/31/2025 | New Buy | 200,000 | 200,000 | $42.35 M | ||
| 03/31/2025 | Add 2.8% | 2.1 M | 57,523 | $19.05 M | ||
| 03/31/2025 | Add 9.4% | 70.24 M | 6.04 M | $3.82 M | ||
|
N/A
|
INTRA-CELLULAR THERAPIES INC
|
03/31/2025 | New Buy | 21,500 | 21,500 | $2.84 M |