Alphabet Inc. CL C (GOOG)

Sector:Technology
Super Investor Stats:
Ownership count:26
Ownership rank:3
% of all portfolios:1.922%
Hold Price * :$142.38
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
David Katz - Matrix Asset Advisors Reduce 2.96% 5,021 0.09
Mairs & Power Growth Fund Reduce 3.62% 61,789 0.17
Steven Romick - FPA Crescent Fund Reduce 4.83% 69,465 0.17
Robert Olstein - Olstein Capital Management Reduce 19.15% 9,000 0.22
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 22.50% 90,000 1.50
Q4  2023
Torray Funds Add 6.29% 455 0.01
First Eagle Investment Management Add 0.36% 23,862 0.01
Lindsell Train Buy 16,850 0.05
David Katz - Matrix Asset Advisors Reduce 1.41% 2,423 0.04
Christopher Davis - Davis Advisors Reduce 1.80% 12,785 0.01
Polen Capital Management Reduce 3.59% 699,166 0.24
Thomas Russo - Gardner Russo & Quinn Reduce 4.60% 372,525 0.54
Pat Dorsey - Dorsey Asset Management Reduce 5.50% 49,963 0.91
Yacktman Asset Management Reduce 7.57% 311,766 0.41
Steven Romick - FPA Crescent Fund Reduce 9.31% 147,680 0.35
Dodge & Cox Reduce 12.73% 2,653,500 0.39
Triple Frond Partners Reduce 12.91% 106,200 1.78
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 14.44% 67,500 1.10
Robert Olstein - Olstein Capital Management Reduce 14.55% 8,000 0.19
David Tepper - Appaloosa Management Reduce 16.36% 450,000 1.12
Seth Klarman - Baupost Group Reduce 23.02% 882,000 2.71
John Armitage - Egerton Capital Reduce 24.33% 1,113,548 1.70
Francois Rochon - Giverny Capital Reduce 29.61% 268,374 1.78
Glenn Greenberg - Brave Warrior Advisors Reduce 45.07% 3,110 0.01
Tweedy Browne Co. - Tweedy Browne Value Fund Sell 100.00% 16,855 0.58
Bill & Melinda Gates Foundation Trust Sell 100.00% 14,000 0.00
Q3  2023
Pat Dorsey - Dorsey Asset Management Add 22.96% 169,491 2.92
John Armitage - Egerton Capital Add 21.48% 809,261 1.24
David Tepper - Appaloosa Management Add 19.05% 440,000 1.15
Torray Funds Add 1.56% 111 0.00
Bill & Melinda Gates Foundation Trust Buy 14,000 0.00
Francois Rochon - Giverny Capital Reduce 0.08% 712 0.01
Yacktman Asset Management Reduce 0.37% 15,296 0.02
David Katz - Matrix Asset Advisors Reduce 0.59% 1,023 0.02
First Eagle Investment Management Reduce 1.04% 70,295 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 1.55% 127,143 0.18
Steven Romick - FPA Crescent Fund Reduce 1.93% 31,170 0.07
Christopher Davis - Davis Advisors Reduce 2.26% 16,441 0.01
Polen Capital Management Reduce 4.12% 836,611 0.29
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 5.56% 27,500 0.45
Seth Klarman - Baupost Group Reduce 7.00% 288,242 0.74
Robert Olstein - Olstein Capital Management Reduce 8.33% 5,000 0.11
Chris Hohn - TCI Fund Management Reduce 8.51% 1,575,400 0.75
Bryan Lawrence - Oakcliff Capital Reduce 13.52% 21,720 1.97
Dodge & Cox Reduce 13.68% 3,301,900 0.48
David Rolfe - Wedgewood Partners Reduce 97.77% 68,075 2.19
Lee Ainslie - Maverick Capital Sell 100.00% 4,065 0.01
Q2  2023
John Armitage - Egerton Capital Add 30.28% 875,714 1.09
Bill Ackman - Pershing Square Capital Management Add 16.20% 1,307,425 1.46
Torray Funds Add 15.75% 970 0.02
David Tepper - Appaloosa Management Add 9.48% 200,000 0.45
Francois Rochon - Giverny Capital Add 5.22% 44,960 0.29
Yacktman Asset Management Add 0.11% 4,419 0.01
Lee Ainslie - Maverick Capital Buy 4,065 0.01
First Eagle Investment Management Reduce 0.12% 8,159 0.00
David Katz - Matrix Asset Advisors Reduce 0.76% 1,322 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 2.45% 206,137 0.25
Polen Capital Management Reduce 4.59% 978,730 0.29
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 7.48% 40,000 0.60
Dodge & Cox Reduce 7.55% 1,970,100 0.26
Pat Dorsey - Dorsey Asset Management Reduce 9.78% 80,029 1.28
Steven Romick - FPA Crescent Fund Reduce 11.06% 201,165 0.40
David Rolfe - Wedgewood Partners Reduce 15.27% 12,550 0.25
Glenn Greenberg - Brave Warrior Advisors Reduce 15.34% 1,250 0.00
Mairs & Power Growth Fund Reduce 18.18% 379,246 0.95
Chris Hohn - TCI Fund Management Reduce 21.36% 5,026,006 1.81
Bryan Lawrence - Oakcliff Capital Reduce 25.75% 55,710 4.49
Seth Klarman - Baupost Group Reduce 29.60% 1,732,000 3.79
Robert Olstein - Olstein Capital Management Reduce 46.43% 52,000 1.01
Christopher Davis - Davis Advisors Reduce 84.05% 3,839,057 2.85
Mason Hawkins - Longleaf Partners Sell 100.00% 435,640 3.58
Q1  2023
Seth Klarman - Baupost Group Add 46.50% 1,857,500 3.45
Pat Dorsey - Dorsey Asset Management Add 43.30% 247,226 2.92
First Eagle Investment Management Add 13.22% 789,846 0.22
Thomas Russo - Gardner Russo & Quinn Add 6.24% 494,900 0.53
Bryan Lawrence - Oakcliff Capital Add 5.88% 12,010 0.87
David Tepper - Appaloosa Management Add 5.76% 115,000 0.65
Robert Olstein - Olstein Capital Management Add 5.66% 6,000 0.10
David Katz - Matrix Asset Advisors Add 2.25% 3,839 0.06
David Rolfe - Wedgewood Partners Add 2.05% 1,647 0.03
Christopher Davis - Davis Advisors Add 1.33% 59,749 0.04
Yacktman Asset Management Add 0.02% 897 0.00
Bill Ackman - Pershing Square Capital Management Buy 8,069,770 8.21
Torray Funds Reduce 1.96% 123 0.00
Francois Rochon - Giverny Capital Reduce 2.81% 24,902 0.16
Mairs & Power Growth Fund Reduce 12.43% 296,000 0.68
Polen Capital Management Reduce 19.17% 5,053,082 1.38
Mason Hawkins - Longleaf Partners Reduce 26.13% 154,106 1.27
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 42.47% 12,445 0.32
Chris Hohn - TCI Fund Management Reduce 56.86% 31,012,228 11.05
John Armitage - Egerton Capital Reduce 64.96% 5,360,863 6.02
AKO Capital Sell 100.00% 3,511,205 5.03
William Von Mueffling - Cantillon Capital Management Sell 100.00% 2,346,008 1.76
Lee Ainslie - Maverick Capital Sell 100.00% 194,734 0.42
Q4  2022
Seth Klarman - Baupost Group Add 190.22% 2,618,000 3.95
Glenn Greenberg - Brave Warrior Advisors Add 18.12% 1,250 0.00
AKO Capital Add 10.09% 321,865 0.46
Mason Hawkins - Longleaf Partners Add 5.90% 32,846 0.25
Bryan Lawrence - Oakcliff Capital Add 5.69% 11,000 0.73
First Eagle Investment Management Add 4.78% 272,846 0.07

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.