Ultra-Wealthy Investors Pile Into Alphabet in Rare Consensus

In Q2 2026 13F filings, Berkshire Hathaway and a cadre of famed investors—Stanley Druckenmiller, Seth Klarman, David Tepper, and Dan Loeb—simultaneously expanded Alphabet (GOOGL/GOOG) positions, with Berkshire adding about 0.93% of the company across GOOG/GOOGL holdings and others opening or increasing stakes. The moves come as Alphabet posted solid earnings and cloud growth, underpinned by AI initiatives, yet reported negative free cash flow and rising debt, highlighting a nuanced backdrop for the stock’s valuation (roughly 17x trailing earnings). The cluster of bets underscores a rare billionaire consensus on Alphabet’s long‑term AI and cloud potential, even as 13F data represent snapshots from June 30, 2026.