**Google: Holding a High Market Share in Search**
*Baron Capital | 398 Followers*
Baron Fifth Avenue Growth Fund has continued increasing its holdings in Alphabet Inc., the parent company of Google, which remains the world’s largest search and online advertising company.
Generative AI models like ChatGPT have introduced a rare bear case for Alphabet in over 20 years. The concern centers around the potential disruption to Google’s core search business and its massive advertising revenue stream. However, despite the rise of ChatGPT, Google has seen a reacceleration in paid clicks, demonstrating the resilience of its business.
This insight was excerpted from the Baron Fifth Avenue Growth Fund Q3 2025 Shareholder Letter.
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**About Baron Capital**
Baron is an asset management firm focused on delivering growth equity investment solutions. Founded in 1982, Baron has built a reputation for its long-term, fundamental, and active approach to growth investing. Originally established as an equity research firm, research remains at the core of its business.
For inquiries or communication, please reach out through Baron Capital’s official channels.
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