Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New JNPR GOOG positions
Highlights from Q2 2025 filing as compared to Q1 2025 (all amounts are approximate):
- New: JNPR (250K shares), GOOG (9K)
- Increased: PPTA (to 32.35 mln shares from 24.77 mln shares), BHC (to 32.79 mln from 26.44 mln)
- Maintained: THM (70.24 mln shares), NG (27.24 mln shares), AAMI (8.95 mln shares), THRY (4.28 mln shares), MDGL (2.09 mln shares), SA (2.07 mln shares), AEM (784K), HON (200K)
- Exited: ITCI (from 22K shares)