John Paulson’s Paulson & Co. disclosed in an SEC filing its holdings as of June 30, 2024. The fund’s one new buy during the second quarter was Everbridge (EVBG). The fund exited two positions during the quarter, namely Newmark (NMRK) and Alibaba (BABA). Paulson increased its stake in Madrigal Pharma (MDGL) and reduced its position in Anglogold (AU). The fund’s top holdings as of June 30, in order of size, were Madrigal, Brightsphere (BSIG), Bausch Health (BHC), Perpetua (PPTA), and Novagold (NG).
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