Alphabet Inc. (GOOGL)

Sector:Technology
Super Investor Stats:
Ownership count:33
Ownership rank:1
% of all portfolios:1.739%
Hold Price * :$141.18
History Portfolio Manager Activity Share change % change to portfolio
Q1  2022
Bill Nygren - Oakmark Select Fund Reduce 10.98% 424,000 1.20
David Rolfe - Wedgewood Partners Reduce 15.37% 60,360 1.18
Glenn Greenberg - Brave Warrior Advisors Reduce 41.06% 4,640 0.02
Polen Capital Management Reduce 69.90% 8,287,660 2.25
Daniel Loeb - Third Point Sell 100.00% 4,240,000 4.29
Bill & Melinda Gates Foundation Trust Sell 100.00% 431,080 0.27
Q4  2021
Thomas Gayner - Markel Asset Management Add 6.00% 15,000 0.02
Josh Tarasoff - Greenlea Lane Capital Add 5.02% 9,000 0.42
Polen Capital Management Add 3.05% 351,380 0.09
AltaRock Partners Add 0.87% 50,000 0.19
Terry Smith - Fundsmith Buy 8,381,920 2.96
Francois Rochon - Giverny Capital Reduce 0.53% 1,000 0.01
Steven Romick - FPA Crescent Fund Reduce 0.74% 17,840 0.04
Jensen Investment Management Reduce 0.75% 48,660 0.05
David Rolfe - Wedgewood Partners Reduce 0.91% 3,620 0.07
Bill Nygren - Oakmark Select Fund Reduce 0.97% 38,000 0.10
Christopher Davis - Davis Advisors Reduce 1.15% 61,040 0.04
First Eagle Investment Management Reduce 2.00% 76,100 0.03
Torray Funds Reduce 2.51% 4,000 0.09
William Von Mueffling - Cantillon Capital Management Reduce 6.93% 432,320 0.41
Harry Burn - Sound Shore Reduce 14.01% 28,200 0.34
Bill Miller - Miller Value Partners Reduce 15.40% 122,680 0.63
Lee Ainslie - Maverick Capital Reduce 97.81% 25,020 0.00
Q3  2021
Lee Ainslie - Maverick Capital Add 183.59% 16,560 0.03
Torray Funds Add 58.67% 58,880 1.21
Daniel Loeb - Third Point Add 6.00% 240,000 0.18
David Katz - Matrix Asset Advisors Add 3.51% 80 0.00
Francois Rochon - Giverny Capital Add 3.33% 6,080 0.05
Polen Capital Management Add 1.72% 194,360 0.05
Glenn Greenberg - Brave Warrior Advisors Add 0.18% 20 0.00
Christopher Davis - Davis Advisors Reduce 0.77% 40,980 0.03
Steven Romick - FPA Crescent Fund Reduce 1.26% 30,800 0.06
William Von Mueffling - Cantillon Capital Management Reduce 1.65% 104,840 0.10
First Eagle Investment Management Reduce 2.12% 82,440 0.03
Bill Miller - Miller Value Partners Reduce 3.16% 26,000 0.12
Thomas Russo - Gardner Russo & Quinn Reduce 6.31% 1,340 0.00
Harry Burn - Sound Shore Reduce 6.93% 15,000 0.16
AltaRock Partners Reduce 10.64% 680,800 2.46
David Rolfe - Wedgewood Partners Reduce 11.23% 50,100 0.94
Jensen Investment Management Reduce 13.29% 996,500 1.06
Bill Nygren - Oakmark Select Fund Reduce 16.70% 781,780 2.10
Viking Global Investors Sell 100.00% 1,092,740 0.41
Q2  2021
Lee Ainslie - Maverick Capital Add 41.38% 2,640 0.00
Polen Capital Management Add 18.46% 1,762,760 0.41
Francois Rochon - Giverny Capital Add 5.39% 9,340 0.07
Bill Miller - Miller Value Partners Add 1.68% 13,560 0.04
Christopher Davis - Davis Advisors Add 0.53% 28,320 0.01
Bill Nygren - Oakmark Select Fund Reduce 0.09% 4,220 0.01
First Eagle Investment Management Reduce 1.23% 48,420 0.01
William Von Mueffling - Cantillon Capital Management Reduce 1.36% 87,440 0.07
Thomas Russo - Gardner Russo & Quinn Reduce 1.49% 320 0.00
David Katz - Matrix Asset Advisors Reduce 1.72% 40 0.00
Torray Funds Reduce 2.43% 2,500 0.04
Steven Romick - FPA Crescent Fund Reduce 2.97% 75,000 0.12
Jensen Investment Management Reduce 3.11% 240,400 0.22
Daniel Loeb - Third Point Reduce 4.76% 200,000 0.14
David Rolfe - Wedgewood Partners Reduce 6.11% 29,060 0.51
Josh Tarasoff - Greenlea Lane Capital Reduce 11.42% 23,120 0.85
Glenn Greenberg - Brave Warrior Advisors Reduce 18.38% 2,540 0.01
Viking Global Investors Reduce 87.97% 7,994,420 3.00
Q1  2021
Polen Capital Management Add 3.33% 308,140 0.07
Francois Rochon - Giverny Capital Add 1.36% 2,320 0.02
Hillman Value Fund Buy 56,000 3.43
Lee Ainslie - Maverick Capital Buy 6,380 0.01
First Eagle Investment Management Reduce 1.11% 43,920 0.01
Bill Miller - Miller Value Partners Reduce 1.61% 13,280 0.04
Bill Nygren - Oakmark Select Fund Reduce 1.68% 80,000 0.18
William Von Mueffling - Cantillon Capital Management Reduce 3.71% 248,020 0.19
Torray Funds Reduce 5.93% 6,480 0.10
Christopher Davis - Davis Advisors Reduce 6.75% 383,700 0.17
David Katz - Matrix Asset Advisors Reduce 7.20% 180 0.00
David Rolfe - Wedgewood Partners Reduce 7.65% 39,360 0.63
Dodge & Cox Reduce 9.44% 132,000 0.02
Jensen Investment Management Reduce 9.89% 849,940 0.70
Thomas Russo - Gardner Russo & Quinn Reduce 12.51% 3,080 0.00
Steven Romick - FPA Crescent Fund Reduce 18.95% 590,280 0.85
Daniel Loeb - Third Point Reduce 19.23% 1,000,000 0.70
Josh Tarasoff - Greenlea Lane Capital Reduce 23.39% 61,780 2.67
Viking Global Investors Reduce 26.69% 3,308,660 1.02
Glenn Greenberg - Brave Warrior Advisors Reduce 98.96% 1,317,100 4.77
Greg Alexander - Conifer Management Sell 100.00% 240,000 1.28
Q4  2020
Viking Global Investors Add 222.89% 8,556,840 2.06
Prem Watsa - Fairfax Financial Holdings Add 21.85% 60,000 0.23
Francois Rochon - Giverny Capital Add 9.71% 15,120 0.10
Polen Capital Management Add 2.12% 191,620 0.04
First Eagle Investment Management Add 0.58% 22,900 0.01
Jensen Investment Management Add 0.46% 39,500 0.03
Daniel Loeb - Third Point Buy 5,200,000 3.51
David Katz - Matrix Asset Advisors Buy 2,500 0.04
Dodge & Cox Reduce 0.14% 2,000 0.00
William Von Mueffling - Cantillon Capital Management Reduce 0.42% 28,380 0.02
Torray Funds Reduce 0.67% 740 0.01
Bill Miller - Miller Value Partners Reduce 1.05% 8,720 0.03
Christopher Davis - Davis Advisors Reduce 4.36% 259,100 0.11
David Rolfe - Wedgewood Partners Reduce 7.39% 41,100 0.54
Thomas Russo - Gardner Russo & Quinn Reduce 7.72% 2,060 0.00
AltaRock Partners Reduce 11.35% 819,380 3.01
Steven Romick - FPA Crescent Fund Reduce 13.40% 481,960 0.57
Glenn Greenberg - Brave Warrior Advisors Reduce 15.48% 243,680 0.79
Harry Burn - Sound Shore Reduce 15.93% 41,000 0.32

* "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.