Two Billionaires, One Stock: Why Buffett and Druckenmiller Both Bought Alphabet (GOOGL)
TLDR
- Berkshire Hathaway added 48 million Alphabet shares in Q2, an 83% increase, making it their third-largest holding worth $37.8 billion.
- Stanley Druckenmiller’s Duquesne Family Office initiated a brand-new Alphabet position in Q2, independently of Berkshire.
- Both investors also bought Delta Air Lines and D.R. Horton in the same quarter.
- Alphabet reported Q2 earnings of $9.11 per share on revenue of $119.8 billion, up 24.2% year over year.
- GOOG was trading at $343.54, with a consensus analyst “Buy” rating and an average price target of $415.55.
Warren Buffett and Stanley Druckenmiller don’t share much in common. One is the patient, buy-and-hold Oracle of Omaha. The other is a macro trader who once broke the Bank of England. But in Q2 2026, they both did the same thing: bought Alphabet.
GOOG was trading at $343.54 as of Friday, against a 52-week range of $197.46 to $404.47. The stock carries a market cap of $4.20 trillion and a PE ratio of 17.25. Analysts have a consensus “Buy” rating with an average price target of $415.55.
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