GOOGL - Bronte Capital - Alphabet: Could Not Find Anything We Liked More

2024-05-09 12:55:00 ET

Summary

• Our biggest position is Alphabet, the holding company for Google. It is currently about 12 percent of funds under management.
• We have trimmed it many times - and it is now merely a large position.
• We continued to hold Google stock because we did not have enough ideas that were sufficiently better than Google to induce us to sell.

The following segment was excerpted from this fund letter.

Google/Alphabet ( GOOG , GOOGL )

Our biggest position is Alphabet, the holding company for Google. It is currently about 12 percent of funds under management. This has been a large position for over ten years....

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