#$goog

AI: Mega IPO Preps, Google AI Re-Org, ‘RAMageddon’-DC, & More. AI-RTZ #1179 (michaelparekh.substack.com)

AI: Mega IPO Preps, Google AI Re-Org, ‘RAMageddon’-DC, & More. AI-RTZ #1179 ...Round up for week ending Friday, August 14, 2026 michaelparekh.substack.com/p/ai-mega-ip... $GOOG

TCI Fund Management just filed its Q2 2026 13F. 🐋 Managed by Chris Hohn · $52.8B across 11 holdings 🟢 Bought: $V, $GOOG, $MLM, $VMC +2 more 🔴 Sold: $GE, $MSFT, $CP, $CNI

Harris Associates just filed its Q2 2026 13F. 🐋 Managed by David Herro & Bill Nygren · $75.4B across 226 holdings 🟢 Bought: $SYY, $MMC, $GOOG, $COF +59 more 🔴 Sold: $PSX, $CHTR, $WBD, $COP +88 more

First Pacific Advisors just filed its Q2 2026 13F. 🐋 Managed by Steven Romick · $8.1B across 75 holdings 🟢 Bought: $AJG, $DHR, $GOOG, $INTU +34 more 🔴 Sold: $ADI, $LBRDK, $MAR, $DELL +33 more

Giverny Capital just filed its Q2 2026 13F. 🐋 Managed by Francois Rochon · $3.0B across 51 holdings 🟢 Bought: $ADP, $NYT, $MSA, $WSO +15 more 🔴 Sold: $BRK-B, $KEYS, $GOOG, $HEI-A +33 more

H&H International Investment just filed its Q2 2026 13F. 🐋 Managed by Duan Yongping · $19.1B across 18 holdings 🟢 Bought: $BRK-B, $PDD, $BABA, $DIS 🔴 Sold: $NVDA, $AAPL, $GOOG, $TSLA +5 more

Berkshire Hathaway just filed its Q2 2026 13F. 🐋 Managed by Warren Buffett · $299.3B across 89 holdings 🟢 Bought: $GOOGL, $GOOG, $DAL, $LEN +4 more 🔴 Sold: $BAC, $DVA, $KR, $COF +3 more

David Tepper’s Appaloosa Q2 Update Top holdings: $AMZN $1.19B $MU $1.13B $TSM $788M $GOOG $654M $UBER $555M Also big in $META $VST $NVDA Holding $AAPL puts @Appaloosa #Tepper #13F #AMZN #MU NOT FINANCIAL ADVICE. DYOR

OpenAI and Anthropic in price war as Chinese AI rivals gain ground (ft.com)

"OpenAI and Anthropic in price war as Chinese AI rivals gain ground" (FT) " OpenAI recently said that it was slashing prices for GPT-5.6 Luna ... by 80%. Anthropic has launched Claude Opus 5 ... 'at half the price' of Fable 5" cc: $MSFT $GOOG

Gardner Russo & Quinn just filed its Q2 2026 13F. 🐋 Managed by Thomas Russo · $8.9B across 85 holdings 🟢 Bought: $NFLX, Eurofins Scientific, $DASH, Exxon Mobil corp +7 more 🔴 Sold: $CFRHF, $GOOG, $PM, $SUNB +40 more

Winslow Capital Management just filed its Q2 2026 13F. 🐋 Managed by Justin Kelly · $29.1B across 163 holdings 🟢 Bought: $GOOG, $LITE, $STX, $JCI +29 more 🔴 Sold: $AAPL, $MSFT, $NFLX, $ISRG +36 more

Baupost Group just filed its Q2 2026 13F. 🐋 Managed by Seth Klarman · $5.4B across 23 holdings 🟢 Bought: $AMZN, $GPC, $GOOG, $CME +5 more 🔴 Sold: $WTW, $WCC, $QSR, $LBTYK +7 more