PAULSON & CO. INC.
JERSEY CITY NJ · SEC CIK 0001035674
$25.76亿2026Q2 申报市值
8持仓数
100.0%前十大占比 · 第一大 27.9%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
THM 加仓+$977.82万
GOOGL 新建仓+$176.66万
2026Q2 卖出最多 按季末市值估算
AEM 清仓-$1.59亿
AAMI 减仓-$1.36亿
MDGL 减仓-$2,801.16万
AMICUS THERAPEUT 清仓-$46.85万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MDGL | MADRIGAL PHARMACEUTICALS INC | $7.20亿 | 27.94% | 1,340,020 | -52,168 | -3.7% | -$2,801.16万 | 减仓 |
| PPTA | PERPETUA RESOURCES CORP | $6.72亿 | 26.07% | 32,347,299 | 0 | 0.0% | — | 不变 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $4.18亿 | 16.23% | 5,843,282 | -1,900,000 | -24.5% | -$1.36亿 | 减仓 |
| BHC | BAUSCH HEALTH COS INC | $3.61亿 | 14.02% | 73,255,869 | 0 | 0.0% | — | 不变 |
| THM | INTERNATIONAL TOWER HILL MIN | $2.08亿 | 8.07% | 104,486,703 | 4,913,665 | 4.9% | $977.82万 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $1.63亿 | 6.31% | 27,238,061 | 0 | 0.0% | — | 不变 |
| THRY | THRYV HLDGS INC | $3,326.87万 | 1.29% | 8,443,835 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $176.66万 | 0.07% | 5,000 | 5,000 | — | $176.66万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -783,561 | -100.0% | -$1.59亿 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -32,400 | -100.0% | -$46.85万 | 清仓 |