Increased Momentum in the Core Businesses Lifted Alphabet (GOOG) in Q3

1 week ago 9

Soumya Eswaran

Tue, November 18, 2025 astatine 7:36 AM CST 3 min read

RiverPark Advisors, an concern advisory steadfast and sponsor of the RiverPark household of communal funds, released its “RiverPark Large Growth Fund” Q3 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. U.S. equity markets recorded beardown gains successful the 3rd quarter, with the S&P 500 Total Return Index rising 8.12% and the Russell 1000 Growth Index returning 10.51%. The money besides surged successful the 4th and returned 4.73%. Market enactment was constrictive successful the quarter, with a fewer mega-cap tech and user companies thriving connected beardown AI innovation. Information Technology, Consumer Discretionary, and Communication Services led assemblage performance, portion Energy and Utilities lagged. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, RiverPark Large Growth Fund 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 13.63%, and its shares gained 59.04% of their worth implicit the past 52 weeks. On November 17, 2025, Alphabet Inc. (NASDAQ:GOOG) banal closed astatine $285.60 per share, with a marketplace capitalization of $3.448 trillion.

RiverPark Large Growth Fund stated the pursuing regarding Alphabet Inc. (NASDAQ:GOOG) successful its 3rd 4th 2025 capitalist letter:

"Alphabet Inc. (NASDAQ:GOOG): GOOG was our apical contributor successful the quarter, benefiting from accelerating momentum successful its halfway Search and YouTube franchises and renewed capitalist enthusiasm astir its AI initiatives. Revenue for the play approached $100 billion, driven by double-digit maturation successful some advertizing and unreality services. The company’s quality to integrate generative-AI tools into Search, YouTube, and Cloud helped amended idiosyncratic engagement and monetization, portion outgo subject supported expanding margins. The banal besides gained from easing regulatory concerns and a favorable rotation into high-quality, cash-generative exertion platforms.

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