Investors looking for John Paulson stock picks need look no further than the long positions filed on form 13F as of 06/30/2026, versus the prior quarter.
Comparing the most recent positions versus those of the prior quarter reveals to investors which stock picks are new investments, which prior picks were exited (arguably these could then be termed "stock pans"), and whether prior picks were sold down or the positions increased.
Although the data is only updated quarterly, and funds are only required to report long positions (meaning there may be offsetting short positions we don't know about), this information can still be a great jumping-off point for further research.
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| GOOGL | +5,000 | +$1,767 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| AEM | -783,561 | -$159,047 |
| FOLD | -32,400 | -$469 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| THM | +4,913,665 | -$21,089 |
| PPTA | UNCH | -$238,076 |
| BHC | UNCH | -$34,431 |
| NG | UNCH | -$81,987 |
| THRY | UNCH | +$10,133 |
| MDGL | -52,168 | -$9,245 |
| AAMI | -1,900,000 | -$3,477 |
