Druckenmiller, Klarman, Tepper, Loeb, and Berkshire all bought GOOGL in Q2 2026, a rare billionaire consensus in one Magnificent 7 stock. GOOG and GOOGL trade at a 17x trailing P/E while Google Cloud surged 82%, but Q2 free cash flow turned negative and debt nearly doubled. 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. Between August 13 and 14, 2026, Q2 2026 13F filings landed and told a rare story: Stanley Druckenmiller, Seth Klarman, David Tepper, Dan Loeb, and Berkshire Hathaway all moved into Alphabet (NASDAQ:GOOGL) in the same quarter. Consensus buys of that magnitude across value, macro, and event-driven billionaires almost never happen simultaneously in a single mega-cap name.
The filings, which report positions as of June 30, 2026, show the following. Berkshire Hathaway added 24,541,369 GOOGL shares to reach 78,791,167 shares, a position valued at $28,157,599,351, and also added 23,603,218 GOOG shares to reach 27,188,433, valued at $9,606,489,032, together roughly 0.93% of the company. Druckenmiller's Duquesne Family Office opened a brand new GOOGL position of 336,300 shares worth $120,184,000.
Klarman's Baupost Group added 190,800 GOOG shares to reach 1,371,931 shares valued at $484,744,000. Tepper's Appaloosa added 117,300 GOOG shares to reach 1,850,000, valued at $653,660,500. Loeb's Third Point took GOOGL from 175,000 to 1,025,000 shares, adding 850,000 shares valued at $366,304,250, and opened positions in two additional Alphabet share classes.
It's worth emphasizing that Buffett is now the Chairman of Berkshire Hathaway and day-to-day CEO duties fall to Greg Abel. However, recent reporting from The Wall Street Journal shows that Buffett pushed for an outsized addition of Alphabet during the quarter. Alphabet trades at a trailing P/E of 17 against a PEG of 0.969, and shares sit at $345.90, down 6.75% over the past month even after a 70.93% one-year run.
Q2 earnings were the catalyst: EPS of $9.11 against a $3.04 estimate, revenue of $119.80 billion up 24.2% year over year, and Google Cloud accelerating to 82% growth at $24.77 billion. Sundar Pichai noted "nearly 90% of the Fortune 100 using" Gemini Enterprise, and Gemini models now process 22 billion API tokens per minute. For value-oriented investors like Klarman and Tepper, this is a Mag 7 franchise trading at a cyclical trough multiple while cloud reaccelerates.
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