Better-Than-Expected Trends Lifted Alphabet (GOOG) in Q3

1 week ago 8

Soumya Eswaran

Wed, December 3, 2025 astatine 8:01 AM CST 2 min read

Brown Advisory, an concern absorption company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy returned -0.88% (net) during the 3rd quarter, underperforming the benchmark, the Russell 1000 Growth Index. Even though the portfolio has important vulnerability to AI, its underweight to the astir speculative momentum-driven parts of the commercialized was a headwind to performance. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Brown Advisory Large-Cap Growth Strategy highlighted stocks specified arsenic Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the genitor institution of Google, offers assorted platforms and services operating done Google Services, Google Cloud, and Other Bets segments. The one-month instrumentality of Alphabet Inc. (NASDAQ:GOOG) was 10.75%, and its shares gained 81.30% of their worth implicit the past 52 weeks. On December 02, 2025, Alphabet Inc. (NASDAQ:GOOG) banal closed astatine $316.02 per share, with a marketplace capitalization of $3.81 trillion.

Brown Advisory Large-Cap Growth Strategy stated the pursuing regarding Alphabet Inc. (NASDAQ:GOOG) successful its 3rd 4th 2025 capitalist letter:

"Alphabet Inc. (NASDAQ:GOOG) traded higher during the period, pursuing beardown results highlighted by better-than-consensus expected trends successful Search, YouTube, and Cloud. The institution besides received a favorable result successful its Search antitrust case, avoiding large remedies and preserving its ascendant position. Cloud continues to summation momentum, with grounds backlog maturation and expanding margins supporting semipermanent net potential."

Alphabet Inc. (NASDAQ:GOOG) is successful the 7th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 186 hedge money portfolios held Alphabet Inc. (NASDAQ:GOOG) astatine the extremity of the 3rd 4th which was 178 successful the erstwhile quarter. In the 3rd 4th of 2025, Alphabet Inc. (NASDAQ: GOOG) achieved its first-ever $100 cardinal successful revenue. While we admit the imaginable of Alphabet Inc. (NASDAQ:GOOG) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Alphabet Inc. (NASDAQ:GOOG) and shared the database of stocks Jim Cramer discussed. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.