Alphabet Inc. (NASDAQ:GOOGL) features on the D. E. Shaw Stock Portfolio: Top 10 Stocks to Buy.
Alphabet Inc. (NASDAQ:GOOGL) has featured in the 13F portfolio of D. E. Shaw consistently since the third quarter of 2015. Back then, this position comprised 11.4 million shares. The fund added to this stake and grew it to over 12.7 million shares by the fourth quarter of 2017. However, the position has been trimmed since then. Latest filings show that the fund owned just under 4 million shares in the company at the end of the fourth quarter of 2025, representing an increase of 22% compared to filings for the previous quarter. Throughout the many years that D. E. Shaw has held shares in the technology giant, the stake has never comprised less than 2.5 million shares, per a historical look at the portfolio.
READ MORE: 33 Stocks That Should Double in 3 Years.
Alphabet Inc. (NASDAQ:GOOGL) is on the radar of elite hedge funds because of a number of reasons. One of these is the success of the AI products that the company is marketing. For example, Google has successfully closed the perception gap with rival OpenAI. Gemini now enjoys multi-modal superiority, with the latest iteration of Gemini proving that Google can integrate video, audio, and text reasoning more natively than competitors. The user scale for Gemini is also growing. In February 2026, Google confirmed that the Gemini integrated ecosystem now serves over 750 million monthly active users, calming fears that ChatGPT would drain Google traffic.
While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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