Billionaire Value Investor Seth Klarman Sold Alphabet and Bought This Outstanding AI Stock Instead
The Motley Fool
by newsfeedback@fool.com (Adam Levy)February 23, 2026
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Seth Klarman, the renowned value investor known for his successful investment strategies similar to Warren Buffett and Charlie Munger, has made a significant move in his portfolio. He sold his shares in Alphabet (NASDAQ: GOOG), a tech giant that faced sideways trading in 2025. This shift highlights Klarman's focus on undervalued opportunities, as he redirected his investments toward an outstanding AI stock, signaling confidence in the potential of artificial intelligence.
Klarman, who runs Baupost Group, is celebrated for his patient and long-term investment approach. His strategy often involves identifying undervalued assets that align with his value investing philosophy. By filing Form 13-F with the SEC quarterly, Klarman's investments are transparent, allowing others
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Originally published on The Motley Fool on 2/23/2026