Atreides Management, led by Gavin Baker, recently reduced its stake in Alphabet Inc. Class A (GOOGL) by selling 35,921 shares. Despite this sale, Alphabet Class A stock has seen substantial gains over the past year, driven by strong Q4 2025 results in Search and Google Cloud, rapid AI adoption, and significant capital expenditure. TipRanks’ AI Analyst, Spark, rates GOOGL as “Outperform” due to its strong financial quality, though it notes moderating factors like technical momentum and high valuation.
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Atreides Management Cuts Alphabet Inc. Class A Stake
Atreides Management, led by Gavin Baker, recently reduced its stake in Alphabet Inc. Class A (GOOGL) by selling 35,921 shares. Despite this sale, Alphabet Class A stock has seen substantial gains over the past year, driven by strong Q4 2025 results in Search and Google Cloud, rapid AI adoption, and significant capital expenditure. TipRanks’ AI Analyst, Spark, rates GOOGL as “Outperform” due to its strong financial quality, though it notes moderating factors like technical momentum and high valuation.