Stanley Druckenmiller dumps Broadcom, follows Berkshire into Alphabet with $120M bet

Stanley Druckenmiller just did something that should make every tech investor pay attention. The billionaire macro legend completely exited his Broadcom position and opened a fresh $120 million stake in Alphabet, mirroring a move that Warren Buffett’s Berkshire Hathaway made on a much larger scale during the same quarter. The trade According to Q2 2026 13F filings, Druckenmiller’s Duquesne Family Office sold every single share of Broadcom it held. That’s a full liquidation of a position the office had been building since 2023 through multiple rounds of purchases. In its place, Duquesne established a new position of roughly 336,300 Class A shares of Alphabet, worth approximately $120 million at the time of filing. Berkshire Hathaway added approximately $17 billion to its Alphabet stake in Q2, tripling its total holdings to around $38 billion. Why Alphabet, why now Berkshire’s move is particularly notable given the leadership transition underway. With incoming CEO Greg Abel steering investment decisions, the aggressive Alphabet accumulation suggests the post-Buffett Berkshire won’t be shy about deploying capital into technology when the valuation case makes sense. What Broadcom’s exi...