LongGOOGLJun 2026
Alphabet Inc.
Hotchkis & Wiley remains constructive on Alphabet despite the position detracting from relative performance because the fund was underweight the stock versus the benchmark. The…
GOOGL
Which hedge funds are long GOOGL?
6 published ideas on Alphabet Inc. across 5 funds — 6 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
LongGOOGLJun 2026
Alphabet
Alphabet combines Google's dominant global search and advertising franchise with a rapidly growing cloud business and significant AI capabilities. The team believes AI investment…
LongGOOGLJun 2026
Alphabet Inc.
Alphabet combines one of the world's strongest digital distribution networks with hyperscale cloud infrastructure, proprietary AI models and custom silicon. The fund's conviction…
LongGOOGLJun 2026
Alphabet Inc.
Hotchkis & Wiley continues to own Alphabet despite being underweight the stock relative to its benchmark. The fund believes Alphabet's valuation remains attractive in light of…
LongGOOGLSep 2026
Alphabet
Auxier views Alphabet as a durable compounder whose underlying economics are not dependent solely on the success of the current AI investment cycle. Google Search and YouTube…
LongGOOGLSep 2026
Alphabet Inc.
Bronte considers Alphabet exceptionally well managed and credits the company with responding aggressively to the existential threat that AI poses to traditional Google Search…