Paulson & Co. has disclosed its Q2 2025 equity moves, with the top play being a new stake in Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG). The investment firm made only a handful of equity moves in Q2, with a focus on Alphabet.
Paulson & Co., the employee-owned private investment firm, has disclosed its Q2 2025 equity moves, with the top play being a new stake in Alphabet Inc. (NASDAQ:GOOGL)(NASDAQ:GOOG). The investment firm, founded by John Paulson in 1994, made only a handful of equity moves in the second quarter, with a clear focus on Alphabet.
In its latest 13F filing for the period ended June 30, 2025, Paulson & Co. picked up 9K class C shares of Google-parent Alphabet. This move is significant, as it indicates a strong belief in the company's future prospects. Additionally, Paulson & Co. snapped up 250K shares in networking products maker Juniper, which was acquired by HPE (HPE) in July. The firm also increased its holdings in Canadian specialty pharmaceutical firm Bausch Health (BHC) by 24% to 32.8M shares.
The 13F filing provides a snapshot of Paulson & Co.'s equity holdings at the end of the second quarter. It is important to note that these filings are subject to a 45-day delay, so the data may not reflect the firm's most recent positions. However, the disclosed moves indicate a strategic focus on technology and healthcare sectors.
Paulson & Co.'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.
Overall, Paulson & Co.'s Q2 2025 equity moves indicate a strategic and diversified approach to investing. The firm's focus on Alphabet, along with its investments in Juniper and Bausch Health, highlights its interest in technology and healthcare sectors. As always, investors should conduct their own research and consult with financial professionals before making investment decisions.
References:
[1] https://seekingalpha.com/news/4485814-paulson-cos-top-q2-move-is-a-new-stake-in-alphabet
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