Quick Read – GOOGL jumped 24% after Q1 earnings crushed estimates by 94% and Google Cloud backlog nearly doubled to over $460 billion. – Greg Abel nearly tripled Berkshire’s Alphabet stake to 57.8 million shares, now Berkshire’s fifth-largest equity holding at roughly $16.6…
llion. – Sellers fled over $175 billion in planned CapEx as free cash flow fell 47%, but buyers see contracted backlog protecting long-term earnings. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn’t make the cut. Grab the names FREE today
When 13F filings for Q1 2026 hit in May, the smart-money positioning on Alphabet (NASDAQ:GOOGL) split clean down the middle. On the sell side, Stanley Druckenmiller exited his entire 385,000-share position (roughly $153 million), Brad Gerstner’s Altimeter sold all 519,290 shares (roughly $162.5 million), and Bill Ackman trimmed his Class C holding from about 6.1 million shares to 312,000 and his Class A from 678,000 to 32,000. On the buy side, Greg Abel’s Berkshire Hathaway (NYSE:BRK-B) nearly tripled its stake to 57.8 million shares, worth roughly $16.6 billion and Berkshire’s fifth-largest equity holding, while Chase Coleman’s Tiger Global initiated a new position.
Since the quarter closed on March 31, Alphabet has been the better trade. The stock is up 24% from $287.39 to $356.38 through June 10, even after pulling back 8% over the past month. Berkshire shares, by contrast, are up only 1% over the same window.