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Vulcan Value Partners’ Updates on Alphabet (GOOG)

Core Insights - Vulcan Value Partners reported positive absolute performance across all strategies in Q3 2025, with the All-Cap Composite leading at 5.5% net return [1] - Alphabet Inc. (NASDAQ:GOOG) showed a one-month return of -0.25% but a significant 53.01% increase over the last 52 weeks, closing at $251.71 per share with a market cap of $3.04 trillion [2] Performance Highlights - The Large Cap Composite returned 4.6% net, Small Cap Composite returned 4.1% net, Focus Composite returned 3.7% net, and Focus Plus Composite also returned 3.7% net [1] - Alphabet Inc. was a material contributor to performance alongside Medpace Holdings Inc. [3] Alphabet Inc. Specifics - Alphabet Inc. received a favorable remedies decision in a DOJ case regarding its distribution agreements, which alleviates some risks to its business model [3] - In Q2 2025, Alphabet Inc. achieved a revenue of $96.4 billion, marking a 14% increase compared to Q2 2024 [4] - Alphabet Inc. ranks 7th among the 30 Most Popular Stocks Among Hedge Funds, with 178 hedge fund portfolios holding its stock at the end of Q2 2025, up from 164 in the previous quarter [4]