Yahoo Finance
Every quarter, the same headlines about what Buffett bought, what Ackman sold, what Tepper is thinking.
But occasionally two managers who should not agree on anything turn up in the same place at the same time.
Cathie Wood and Stanley Druckenmiller both bought Amazon and Alphabet.
Wood manages long-duration disruptive growth funds.
Druckenmiller runs concentrated macro bets and moves fast when he changes his mind.
They are not supposed to like the same things.
Druckenmiller's move on Amazon is the one that stands out.
Duquesne ended Q2 with 541,600 shares worth roughly $129 million.
Wood's ARK was quieter about it but still raised its stake 18%, finishing at about 1.59 million shares worth $379 million and sitting at 2.46% of the portfolio,according to Insider Monkey.
Bank of America says Alphabet stock investors are missing the bigger signal Google stock price faces major AI test ahead of earnings ARK's Q2 2026 13F, filed Aug.
14, showed the firm increased positions in 80 stocks, with Alphabet and Amazon among the largest additions,Seeking Alpha reported.
On Alphabet, Druckenmiller opened a new position of 336,300 shares worth roughly $120 million, equal to 2.31% of his portfolio.
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