PAULSON & CO. INC.
JERSEY CITY NJ · SEC CIK 0001035674
$31.12亿2026Q1 申报市值
9持仓数
100.0%前十大占比 · 第一大 29.2%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
THM 加仓+$6,746.74万
THRY 加仓+$1,122.51万
AMICUS THERAPEUT 新建仓+$46.85万
2026Q1 卖出最多 按季末市值估算
MDGL 减仓-$1.65亿
SOLS 清仓-$6,780.73万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PPTA | PERPETUA RESOURCES CORP | $9.10亿 | 29.23% | 32,347,299 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $7.29亿 | 23.42% | 1,392,188 | -315,334 | -18.5% | -$1.65亿 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $4.21亿 | 13.54% | 7,743,282 | 0 | 0.0% | — | 不变 |
| BHC | BAUSCH HEALTH COS INC | $3.96亿 | 12.71% | 73,255,869 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC | $2.45亿 | 7.86% | 27,238,061 | 0 | 0.0% | — | 不变 |
| THM | INTERNATIONAL TOWER HILL MIN | $2.29亿 | 7.36% | 99,573,038 | 29,333,650 | 41.8% | $6,746.74万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1.59亿 | 5.11% | 783,561 | 0 | 0.0% | — | 不变 |
| THRY | THRYV HLDGS INC | $2,313.61万 | 0.74% | 8,443,835 | 4,096,765 | 94.2% | $1,122.51万 | 加仓 |
| — | AMICUS THERAPEUTIC | $46.85万 | 0.02% | 32,400 | 32,400 | — | $46.85万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -1,395,787 | -100.0% | -$6,780.73万 | 清仓 |