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![guru_gems Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1803671180311928832.png) Guru Gems [@guru_gems](/creator/twitter/guru_gems) on x XX followers
Created: 2025-07-18 20:53:25 UTC

Oakmark Select Fund Q2 Commentary

Super investor Bill Nygren writes about the fund’s top performer Alphabet $GOOGL $GOOG and how they further increased the Airbnb $ABNB position

“We believe the potential payoff from these [AI] investments across each of Alphabet’s business units remains underappreciated”

![](https://pbs.twimg.com/media/GwKwyXyWkAEcILV.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946312375096791241/c:line.svg)

**Related Topics**
[goog](/topic/goog)
[googl](/topic/googl)
[coins ai](/topic/coins-ai)
[$goog](/topic/$goog)
[investment](/topic/investment)
[$googl](/topic/$googl)
[stocks communication services](/topic/stocks-communication-services)
[$abnb](/topic/$abnb)

[Post Link](https://x.com/guru_gems/status/1946312375096791241)