LongGOOGJul 2026
Alphabet Inc.
Alphabet is one of the fund's large positions among hyperscale cloud and AI service providers. Its shares remained in favor during the second quarter as investors differentiated…
GOOG
Which hedge funds are long GOOG?
11 published ideas on Alphabet Inc. across 8 funds — 11 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Alphabet Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongGOOGJun 2026
Alphabet Inc.
SGA maintains an above-average position in Alphabet and raised its position target during the quarter. The company provides broad exposure to AI through infrastructure…
LongGOOGJun 2026
Alphabet Inc.
Alphabet gives Eagle exposure to both Google Cloud and large consumer platforms such as Search and YouTube. Google Cloud has become a much stronger hyperscaler competitor, while…
LongGOOGJun 2026
Alphabet
Aristotle originally invested in Alphabet when investors feared generative AI would erode Google's search and advertising franchise. The fund believes subsequent execution has…
LongGOOGJun 2026
Alphabet
SGA views Alphabet as a broad beneficiary of the AI investment cycle because its exposure spans infrastructure, foundational models, developer tools, and scaled consumer…
LongGOOGJun 2026
Alphabet Inc.
SGA views Alphabet as a broad beneficiary of the AI investment cycle because it participates across infrastructure, foundational models, developer tools and scaled consumer…
LongGOOGJun 2026
Alphabet
SGA sees Alphabet as a broad beneficiary of AI through infrastructure, foundation models, developer tools and scaled consumer applications. Strong demand for AI compute supports…
LongGOOGJun 2026
Alphabet
SGA views Alphabet as a broad beneficiary of the AI investment cycle because its exposure spans infrastructure, foundational models, developer tools and scaled consumer…
LongGOOGJun 2026
Alphabet Inc.
Alphabet was the fund's strongest contributor as investor concerns shifted from AI cannibalisation of Search toward recognition of the company's AI advantages. Search growth…
LongGOOGJun 2026
Alphabet
SGA sees Alphabet as a broad beneficiary of AI through infrastructure, foundation models, developer tools and scaled consumer applications. Strong demand for AI compute supports…
LongGOOGFeb 2026
Alphabet
Alphabet is successfully leveraging its core strengths to execute on its vast AI potential, which is having a transformative impact on Search and YouTube. AI Overviews in Search…