PRIMECAP Management acquired 15M Alphabet shares worth $5.52B. That's 3.41% of their equity portfolio (5th largest holding). The first Alphabet trade was made in Q3 2015. Since then PRIMECAP Management bought shares five more times and sold shares on 37 occasions. The stake costed the investor $501M, netting the investor a gain of 1001% so far.
Whale Rock Capital Management, run by the very impressive Alex Sacerdote, is having its moment in the sun after yet another incredible quarter.
Q1 earnings success hinges on demonstrating how massive AI investments will lead to durable margin expansion. Google Cloud is the primary battlefield: analys...
Alphabet's Google Cloud operating income more than doubled year over year in Q4. Management says AI features in Search are increasing usage, not cannibalizin...
Kathmere Capital Management LLC increased its stake in Alphabet Inc. (NASDAQ: GOOG) by 8.5% during the undefined quarter, according to the company in its mos...