That said, Alphabet did meaningfully underperform our average portfolio return as concerns that it’s near monopolistic position in Search (which generates the majority of their advertising revenue) ...
Fresh on the heels of its Nano Banana Pro release, the Google parent company is on track to finish with a market ...
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3G Capital takes new stake in Alphabet, Microsoft, cuts position in Coupang in Q3 moves
3G Capital took a new position in Alphabet (GOOG) (GOOGL), Microsoft (MSFT), Broadcom (AVGO), trimmed its position in Goosehead Insurance (GSHD) and Coupang (CPNG), while exiting monday.com (MNDY) ...
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