John Paulson's hedge fund, Paulson & Co., added 2 stocks in Q2 2025, including Juniper Networks Inc and Alphabet Inc. The fund also increased stakes in Perpetua Resources Corp and Bausch Health Companies Inc. Paulson completely exited Intra-Cellular Therapies Inc and reduced his position in Madrigal Pharmaceuticals Inc.
In the second quarter of 2025, Paulson & Co., the investment firm founded by billionaire John Paulson, made notable additions to its portfolio. The firm added two new stocks, Juniper Networks Inc. and Alphabet Inc., while also increasing stakes in Perpetua Resources Corp and Bausch Health Companies Inc. Additionally, Paulson & Co. completely exited Intra-Cellular Therapies Inc. and reduced its position in Madrigal Pharmaceuticals Inc.
According to the firm's latest 13F filing for the period ended June 30, 2025, Paulson & Co. 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, especially given its relatively limited activity during the second quarter [1]. The firm also increased its stake in Alphabet Inc. (NASDAQ:GOOG), adding 9,000 shares, valued at approximately $1.60 million [2].
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 [3]. 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
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