Mar Vista Investment Partners, LLC released its Q4 2025 investor letter, reporting +0.20% net-of-fees gains in Q4 2025 against the Russell 1000® Index’s +2.41% return and the S&P 500® Index’s +2.65% return. Market leadership narrowed as Mega-cap stocks and AI-driven companies dominated. Alphabet Inc. (NASDAQ:GOOG) saw significant gains in Q4 2025.

Alphabet Inc. (NASDAQ:GOOG) stood out as the leading performer in Mar Vista U.S. Quality Strategy’s Q4 2025 investor letter. Alphabet Inc. (NASDAQ:GOOG) stock closed at $332.73 per share on January 12, 2026, with a one-month return of 7.57% and 73.04% gains over the last 52 weeks. Alphabet Inc. (NASDAQ:GOOG) has a market cap of $4.017 trillion.

Alphabet Inc. (NASDAQ:GOOG) saw a significant triumph in Q4 2025, driven by balanced contributions from Search and YouTube divisions, with Google Cloud as a standout performer. Cloud’s revenue growth reached 34%, with a $155 billion backlog. Alphabet Inc. (NASDAQ:GOOG) holds the 7th position among the 30 most popular stocks among hedge funds.

In another article, we covered Alphabet Inc. (NASDAQ:GOOG) and highlighted AI stocks investors are monitoring closely. For more investor letters from hedge funds and leading investors, check out our hedge fund investor letters Q4 2025 page. Visit Insider Monkey for insights on the best and worst Dow stocks for the next 12 months and unstoppable stocks that could double your money.

Read more at Yahoo Finance: What Gives Alphabet (GOOG) a Rare “Beat and Raise” Narrative?