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StocktwitsAug 14, 16:01 EDT

Billionaire Seth Klarman's Baupost Group Boosts Alphabet and Amazon Stakes

Seth Klarman's Baupost Group increased its stake in Alphabet by 16% during Q2, holding shares worth nearly $490 million. The hedge fund also boosted its position in Amazon, while initiating new stake…

GOOGL

GuruFocusAug 14, 12:17 EDT

Klarman's Baupost Boosts Alphabet (GOOGL) Stake Amid Cloud Surge

Baupost Group increased Alphabet stake by 16% in Q2, reflecting confidence in Google Cloud's 82% revenue surge and tripled operating income, despite heavy AI capex plans for 2026.

GOOGL

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Average AI scores from −3 to +3. These are sentiment scores, not price returns or trade instructions.

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US500-0.8 · 550 stories