#$googl

Berkshire Hathaway's largest buy last quarter was 48.1 million shares of Alphabet, making $GOOGL its 3rd largest position currently worth $37 Billion 📈 🤑 🥳

🚨 JUST IN:* Warren Buffett’s Berkshire Hathaway has reportedly increased its Google $GOOGL investment by 83%, taking the position to a massive $37.8 BILLION.

Ruane Cunniff & Goldfarb (Sequoia) just filed its Q2 2026 13F. 🐋 Managed by John Harris · $6.4B across 54 holdings 🟢 Bought: $ROP, $ICLR, $SAP, $SDHC +6 more 🔴 Sold: $TSM, $ZTS, $GOOGL, $ICE +27 more

Viking Global Investors just filed its Q2 2026 13F. 🐋 Managed by Andreas Halvorsen · $35.1B across 90 holdings 🟢 Bought: $RACE, $MSCI, $AMZN, $UNP +49 more 🔴 Sold: $AAPL, $CSX, $TSLA, $GOOGL +45 more

SCGE Management just filed its Q2 2026 13F. 🐋 Managed by Scott C. Griffith · $5.9B across 21 holdings 🟢 Bought: $SPCX, $SNDK, $AMD, $CIEN +3 more 🔴 Sold: $DASH, $NTSK, $CHYM, $GOOGL +12 more

Stockbridge Partners just filed its Q2 2026 13F. 🐋 Managed by Robert Gibson & Sharlyn C. Heslam · $4.8B across 17 holdings 🟢 Bought: $FWONK, $GOOGL, $WWD, $V +7 more 🔴 Sold: $TSM, $WCN, $KLAC, $MSFT +3 more

Third Point just filed its Q2 2026 13F. 🐋 Managed by Daniel Loeb · $4.7B across 43 holdings 🟢 Bought: $WBD, $GOOGL, $KEYS, $XYZ +28 more 🔴 Sold: $META, $TDS, $GLD, $NVDA +9 more

Tiger Global Management just filed its Q2 2026 13F. 🐋 Managed by Chase Coleman · $24.0B across 46 holdings 🟢 Bought: Cerebras Systems INC, $INTC, $AMD, $STX +11 more 🔴 Sold: $GOOGL, $AMAT, $LRCX, $TSM +33 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

Berkshire Q2 Portfolio Update New: $DHI Exited: $STZ Biggest buys: $GOOGL (+48.1M), $DAL, $M, $LEN Biggest cuts: $BAC (-30.2M), $KR, $COF Buffett’s latest moves revealed

$GOOGL Whale Alert! $4.19M premium on 415 calls exp 12/18/2026 Aggressive ask-side sweep | ~5.6k volume Near-the-money bullish accumulation Long-term positioning ahead of Q3 earnings @Alphabet @sundar #GOOGL #OptionsFlow NOT FINANCIAL ADVICE. DYOR

Reading 13Fs While the Crowd Chases SanDisk (youtu.be)

Reading 13Fs While the Crowd Chases SanDisk | $SNDK $QQQ $SMH $IGV $NVDA $AVGO $NFLX $PLTR $GOOGL youtu.be/Q0Xx596xAXU?...

Sands Capital Management just filed its Q2 2026 13F. 🐋 Managed by Frank M. Sands · $26.9B across 71 holdings 🟢 Bought: $BE, $MU, $STX, $AMD +24 more 🔴 Sold: $NFLX, $NVDA, $NU, $GOOGL +47 more

Patient Capital Management just filed its Q2 2026 13F. 🐋 Managed by Samantha McLemore · $3.1B across 40 holdings 🟢 Bought: $GPN, $UNH, $FBTC, $PGEN +10 more 🔴 Sold: $NE, $IBIT, $C, $GOOGL +22 more

Abrams Capital Management just filed its Q2 2026 13F. 🐋 Managed by David Abrams · $5.5B across 11 holdings 🔴 Sold: $GOOGL