Graham Capital’s Kenneth Tropin Boosts Alphabet Inc. Stake

Kenneth Tropin’s Graham Capital Management recently increased its stake in Alphabet Inc. Class A (GOOGL) by 2,160 shares. This transaction follows a significant surge in Alphabet’s shares over the past year, driven by strong Q4 2025 results, rapid growth in Search and Cloud, and Gemini-powered AI. Spark, TipRanks’ AI Analyst, rates GOOGL as “Outperform” due to strong financial quality, though it notes moderating factors like technical momentum and premium valuation.

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