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?
10 published ideas on Alphabet Inc. across 10 funds — 10 long and 0 short.
Alphabet hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Alphabet: the full investment 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
- Weitz Large Cap Equity Fund
- Sustainable Growth Advisers, LP - Global Growth Composite
- Eagle Capital Management, LLC
- Aristotle Value Equity Fund
- Sustainable Growth Advisers, LP - U.S. Large Cap Growth
- Sustainable Growth Advisers, LP
- First Eagle Global Equity ETF
- Lakehouse Global Growth Fund
- Pershing Square Capital Management, L.P.
- The Insiders Fund, LP
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
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. Class C
Alphabet's cloud business entered the quarter with strong contracted future revenues. First Eagle sees explosive AI-infrastructure demand, AI-focused memory production and…
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…
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…
LongGOOGOct 2026
Alphabet Inc.
Alphabet is a key Insiders Fund holding because of its entrenched search, browser, mobile, cloud and AI franchises. The manager expects a strong upcoming quarter and notes…