Billionaire Stanley Druckenmiller Just Dumped Alphabet (Google) and Picked Up 2 Stocks That Are Direct Bets on Agentic AI | The Motley Fool

Billionaire Stanley Druckenmiller Just Dumped Alphabet (Google) and Picked Up 2 Stocks That Are Direct Bets on Agentic AI | The Motley Fool

By Bram Berkowitz
Publication Date: 2026-05-25 18:31:00

There aren’t too many investors better than Stanley Druckenmiller. The now-billionaire launched his own fund, Duquesne Capital, in 1981 and proceeded to absolutely crush the market over the next three decades, generating incredible average annual returns of over 30%, without a single year in the red. He shuttered the fund in 2010, and today, he focuses on managing his family’s wealth out of the Duquesne Family Office.

Given that he had such a storied career, retail investors are always interested to see what Druckenmiller is buying and selling in any given quarter. In the first quarter of 2026, he made a lot of moves. Among them, he completely closed his position in Alphabet (a stake worth just over $120 million as of the end of 2025) and opened new positions in two stocks that are direct bets on agentic artificial intelligence (AI).

Image source: Getty Images.

Exiting Alphabet after a spectacular run

Druckenmiller took his gains on Alphabet, the parent company of Google, after…