TLDR

  • Billionaire Stanley Druckenmiller purchased shares of Alphabet and Amazon for the second consecutive quarter
  • He boosted his Alphabet stake by 277% and Amazon stake by 69% during Q4
  • Druckenmiller sold his entire holdings in Nvidia and Palantir previously and shifted his investment focus to these two companies
  • Google Cloud recorded 48% revenue growth, while AWS saw its growth rate reaccelerate to 24% on a year-over-year basis
  • Both stocks are trading at substantial discounts relative to their five-year average cash flow multiples

(SeaPRwire) –   Stanley Druckenmiller, the billionaire founder of Duquesne Family Office, purchased additional shares of Alphabet and Amazon in the fourth quarter of 2025. This marked the second consecutive quarter in which he acquired positions in both companies.

A 13F filing he submitted to the U.S. Securities and Exchange Commission (SEC) showed he acquired 282,800 shares of Alphabet’s Class A stock and 300,870 shares of Amazon. This increased his Alphabet holdings by 277% and his Amazon position by 69%.

Amazon.com, Inc., AMZN
AMZN Stock Card

Druckenmiller built his legacy by delivering roughly 30% annualized returns between 1981 and 2010. His investment decisions are closely monitored by institutional investors.

He previously held stakes in Nvidia and Palantir but sold off both of those positions entirely. He has since shifted his investment focus to Alphabet and Amazon.

The primary appeal of both companies stems from their cloud computing platforms. Alphabet operates Google Cloud, the world’s third-largest cloud infrastructure service, while Amazon runs AWS, the global leader in the cloud space.

AI Is Driving Cloud Growth

Google Cloud reported 48% revenue growth in Q4. AWS saw its growth rate reaccelerate to 24% when compared to the same period in the prior year.

Alphabet Inc., GOOGL
GOOGL Stock Card

Both cloud platforms are integrating generative AI tools and large language model capabilities, which is attracting new enterprise clients and expanding existing contractual agreements.

Alphabet also controls roughly 90% of the global internet search market share via its Google search engine. Amazon operates the leading online retail marketplace in the United States.

These companies are not purely AI-focused stocks. Both have sizable, steady revenue streams outside of their cloud computing divisions.

Valuations Look Cheap Relative to History

Alphabet is currently trading at 14.3 times its projected 2027 cash flow. Amazon’s multiple is even lower, at 9.7 times its estimated 2027 cash flow.

When measured against their five-year average valuations, Alphabet trades at a 20% discount and Amazon at a 48% discount. This makes both stocks historically undervalued when evaluated using cash flow metrics.

PwC has projected that AI will contribute more than $15 trillion in global economic value by 2030. Druckenmiller’s recent stock purchases indicate he views Alphabet and Amazon as key beneficiaries of this AI-driven economic transition.

His Q4 2025 filing also revealed a 29% reduction in his position in Taiwan Semiconductor Manufacturing. This move reflects a rotation away from chip-focused stocks and toward AI application-focused firms.

The 13F data reflects investment positions as of the end of the fourth quarter of 2025, and was submitted by the regulatory deadline of February 17, 2026.

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