Paulson 13-F: New stake in FOLD, Cuts MDGL, Exits SOLS

The latest Paulson 13-F filing reveals a strategic repositioning with a new stake in Amicus Therapeutics (FOLD) while cutting exposure to Madrigal Pharma (MDGL) and completely exiting Solstice Advanced Materials (SOLS).

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Paulson 13-F: New stake in FOLD, Cuts MDGL, Exits SOLS

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  • New: Amicus (FOLD)
  • Raises: International Tower Hill Mines (THM), Thryv Holdings (THRY).
  • Cuts: Madrigal Pharma (MDGL)
  • Exits: Solstice Advanced Materials (SOLS)
  • Top: Perpetua Resources (PPTA), Madrigal Pharma (MDGL), Acadian Asset Management (AAMI), Bausch Health (BHC), Novagold Resources (NG)
Context

These adjustments indicate a potential shift in focus toward biotechnology, as well as a response to perceived risks or underperformance in the previous holdings, making it relevant for investors tracking sector movements and sentiment.

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