The 15-minute chart for Perpetua Resources has recently triggered a KDJ Golden Cross and a Bullish Marubozu at 08/20/2025 15:15. This indicates a shift in momentum towards the upside, suggesting that the stock price has the potential to continue increasing. The presence of a Bullish Marubozu further supports this trend, as it indicates that buyers are currently in control of the market. As a result, bullish momentum is likely to continue.
In the second quarter of 2025, billionaire investor John Paulson made significant changes to his portfolio, 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).
Paulson & Co.'s latest 13F filing for the period ended June 30, 2025, revealed that 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
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