Billionaire Investor John Paulson Adds Alphabet and Perpetua Resources to Portfolio

Sunday, Aug 17, 2025 4:26 pm ET1min read

Billionaire investor John Paulson has purchased 9,000 shares of Alphabet (GOOG) and increased his stake in gold miner Perpetua Resources Corp. (PPTA) by over 7.5 million shares in Q2 2025. Paulson's fund also added to its position in Bausch Health Companies (BHC) and decreased its exposure to Madrigal Pharmaceuticals (MDGL). The moves reflect Paulson's confidence in Perpetua's future prospects and his continued interest in the tech sector.

Billionaire investor John Paulson has made significant changes to his portfolio in the second quarter of 2025, reflecting a strategic approach to growth opportunities and risk management. Paulson's hedge fund, Paulson & Co., added 9,000 shares of Alphabet Inc. (GOOG) and increased its stake in gold miner Perpetua Resources Corp. (PPTA) by over 7.5 million shares. The fund also bolstered its position in Bausch Health Companies Inc. (BHC) and reduced its exposure to Madrigal Pharmaceuticals Inc. (MDGL).

According to Paulson & Co.'s latest 13F filing for the period ended June 30, 2025, the fund acquired 250,000 shares of Juniper Networks Inc. (JNPR), valued at approximately $9.98 million. This investment marks a significant addition to the firm's portfolio. Additionally, Paulson & Co. increased its stake in Alphabet Inc. (NASDAQ:GOOG) by adding 9,000 shares, valued at approximately $1.60 million [1].

In addition to these new investments, Paulson & Co. increased its holdings in Perpetua Resources Corp (NASDAQ:PPTA) by 30.58%, adding 7,575,757 shares, and in Bausch Health Companies Inc (NYSE:BHC) by 24.03%, adding 6,352,667 shares [2]. The firm also completely exited Intra-Cellular Therapies Inc (ITCI) by selling all 21,500 shares held, and reduced its position in Madrigal Pharmaceuticals Inc (NASDAQ:MDGL) by 10,000 shares [3].

These moves indicate a balanced approach to portfolio management, with a focus on growth opportunities in the tech sector, healthcare, and basic materials, while also managing risk through diversification and selective divestment. Paulson & Co.'s Q2 2025 investment moves provide valuable insights into the firm's investment strategy and risk management.

References:
[1] https://www.ainvest.com/news/paulson-boosts-alphabet-stake-q2-highlights-top-move-2508/
[2] https://seekingalpha.com/news/4485814-paulson-cos-top-q2-move-is-a-new-stake-in-alphabet
[3] https://finance.yahoo.com/news/john-paulsons-strategic-moves-closer-150504553.html

Billionaire Investor John Paulson Adds Alphabet and Perpetua Resources to Portfolio

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