John Paulson's Hedge Fund Soars Amid Subprime Crisis Expertise

John Paulson, founder of Paulson & Co, a global hedge fund with $36 billion in assets under management, is known for his ability to anticipate market movements. He speculated on the housing bubble's burst and subprime mortgages' collapse, creating four hedge funds to cover default risks. His flagship fund, Paulson Credit, posted a 590% performance in 2007, while another fund invested in agriculture commodities earned $3.7 billion. Paulson has hired Alan Greenspan, former Fed Chairman, and is recognized for his expertise in the financial market.

Billionaire investor John Paulson, founder of Paulson & Co., a global hedge fund with $36 billion in assets under management, has made significant changes to his portfolio in the second quarter of 2025. Paulson's fund 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. These moves reflect Paulson's confidence in Perpetua's future prospects and his continued interest in the tech sector.

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.

Paulson's investment in Alphabet aligns with broader trends in the tech sector, where companies like Google continue to dominate. The firm's decision to increase its stake in Juniper and Bausch Health also reflects its interest in networking products and healthcare, respectively. These moves suggest a diversified approach to investing, while still maintaining a significant focus on Alphabet.

Paulson & Co.'s investment strategy is not without risk, as seen in its exit from Intra-Cellular Therapies and reduction in Madrigal Pharmaceuticals. However, the firm's strategic and diversified approach to investing highlights its ability to navigate market fluctuations and capitalize on growth opportunities.

Investors should conduct their own research and consult with financial professionals before making investment decisions. The 13F filings provide a snapshot of Paulson & Co.'s equity holdings at the end of the second quarter, but the data may not reflect the firm's most recent positions due to a 45-day delay.

References:
[1] https://www.ainvest.com/news/billionaire-investor-john-paulson-adds-alphabet-perpetua-resources-portfolio-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