Alphabet (Google) at PPFCF

Sat, 16 May 2026 00:00:00 +0000

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Alphabet Inc. , the parent holding company of Google , has been one of the most enduring international positions in the Parag Parikh Flexi Cap Fund (PPFCF). It was among the first foreign-listed equities held by the scheme after its launch in May 2013, when the fund still carried the name Parag Parikh Long Term Value Fund (PPLTVF). The position became a foundational template for PPFAS Mutual Fund ’s international-diversification strategy and remains a cornerstone of the fund’s foreign-equity sleeve.

PPFAS view on technology stocks

Sat, 16 May 2026 00:00:00 +0000

The PPFAS view on technology stocks is the body of investment reasoning through which PPFAS Mutual Fund has built and maintained substantial positions in technology-sector equities at the Parag Parikh Flexi Cap Fund , spanning both the foreign-core technology allocation in US-listed mega-cap technology and consumer-digital franchises (Alphabet at PPFCF , Microsoft at PPFCF , Amazon at PPFCF , Meta Platforms at PPFCF ) and the Indian information-technology services holdings at Infosys Limited, Tata Consultancy Services Limited, HCL Technologies Limited and Persistent Systems Limited. The technology-sector view is structurally consistent with the broader PPFAS investment philosophy of value investing , margin of safety , focused portfolio construction and the owner mindset framework.

Alphabet on WebNotes

Alphabet (Google) at PPFCF

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PPFAS view on technology stocks