Alphabet Inc. (GOOGL)

Sector:Technology
Super Investor Stats:
Ownership count:33
Ownership rank:1
% of all portfolios:1.739%
Hold Price * :$141.25
History Portfolio Manager Activity Share change % change to portfolio
Q4  2020
Josh Tarasoff - Greenlea Lane Capital Reduce 22.97% 78,780 2.59
Bill & Melinda Gates Foundation Trust Reduce 50.00% 431,060 0.17
Greg Alexander - Conifer Management Reduce 80.95% 1,020,000 5.44
Chase Coleman - Tiger Global Management Sell 100.00% 610,000 0.13
Q3  2020
First Eagle Investment Management Add 10.68% 381,040 0.08
Josh Tarasoff - Greenlea Lane Capital Add 8.75% 27,600 0.78
Polen Capital Management Add 2.16% 191,180 0.04
Torray Funds Add 0.51% 560 0.01
Jensen Investment Management Add 0.27% 23,160 0.02
AltaRock Partners Add 0.18% 12,840 0.04
Leon Cooperman Buy 1,200,000 8.65
Viking Global Investors Buy 3,838,980 1.02
William Von Mueffling - Cantillon Capital Management Reduce 1.09% 73,620 0.05
David Rolfe - Wedgewood Partners Reduce 5.08% 29,740 0.34
Harry Burn - Sound Shore Reduce 8.53% 24,000 0.17
Thomas Russo - Gardner Russo & Quinn Reduce 8.82% 2,580 0.00
Bill Nygren - Oakmark Select Fund Reduce 9.43% 495,780 1.09
Steven Romick - FPA Crescent Fund Reduce 10.52% 422,960 0.46
Dodge & Cox Reduce 14.63% 240,000 0.03
Francois Rochon - Giverny Capital Reduce 15.40% 28,340 0.19
Bill Miller - Miller Value Partners Reduce 17.06% 170,980 0.50
Ruane Cunniff - Sequoia Fund Reduce 20.49% 515,480 0.97
Christopher Davis - Davis Advisors Reduce 26.58% 2,152,520 0.88
Glenn Greenberg - Brave Warrior Advisors Reduce 52.23% 1,721,580 5.63
Q2  2020
Francois Rochon - Giverny Capital Add 38.87% 51,520 0.36
AltaRock Partners Add 23.82% 1,386,000 5.04
Polen Capital Management Add 7.60% 625,460 0.13
William Von Mueffling - Cantillon Capital Management Add 0.96% 64,360 0.04
Bill Miller - Miller Value Partners Add 0.59% 5,900 0.02
Jensen Investment Management Add 0.21% 18,280 0.01
Torray Funds Add 0.09% 100 0.00
Guy Spier - Aquamarine Capital Buy 16,000 0.83
Lindsell Train Buy 16,000 0.02
Christopher Davis - Davis Advisors Reduce 2.30% 190,600 0.08
Glenn Greenberg - Brave Warrior Advisors Reduce 6.56% 231,420 0.82
David Rolfe - Wedgewood Partners Reduce 8.62% 55,260 0.66
Bill Nygren - Oakmark Select Fund Reduce 9.00% 520,000 1.06
Ruane Cunniff - Sequoia Fund Reduce 12.45% 357,980 0.72
Steven Romick - FPA Crescent Fund Reduce 12.64% 581,760 0.59
Thomas Russo - Gardner Russo & Quinn Reduce 16.30% 5,700 0.00
Harry Burn - Sound Shore Reduce 36.36% 160,700 1.14
Greg Alexander - Conifer Management Reduce 79.00% 4,740,000 23.21
Robert Vinall - RV Capital GmbH Sell 100.00% 228,000 9.39
Leon Cooperman Sell 100.00% 1,200,000 8.99
Viking Global Investors Sell 100.00% 6,263,580 1.89
Q1  2020
Bill Miller - Miller Value Partners Add 8201.50% 984,180 3.68
Viking Global Investors Add 466.48% 5,157,880 1.56
Robert Vinall - RV Capital GmbH Add 39.02% 64,000 2.64
Jensen Investment Management Add 28.09% 1,865,900 1.21
AltaRock Partners Add 26.50% 1,218,860 4.50
Josh Tarasoff - Greenlea Lane Capital Add 24.39% 61,840 2.36
David Abrams - Abrams Capital Management Add 21.01% 508,420 1.16
Bill Nygren - Oakmark Select Fund Add 12.45% 640,000 1.23
Torray Funds Add 10.01% 9,960 0.13
Francois Rochon - Giverny Capital Add 4.03% 5,140 0.04
Polen Capital Management Add 1.84% 149,120 0.04
Prem Watsa - Fairfax Financial Holdings Buy 274,620 1.10
Bill & Melinda Gates Foundation Trust Buy 862,140 0.29
William Von Mueffling - Cantillon Capital Management Reduce 0.18% 12,440 0.01
First Eagle Investment Management Reduce 0.21% 7,340 0.00
Dodge & Cox Reduce 0.36% 6,000 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 3.85% 1,400 0.00
Christopher Davis - Davis Advisors Reduce 4.57% 396,980 0.16
Steven Romick - FPA Crescent Fund Reduce 5.60% 273,060 0.24
Harry Burn - Sound Shore Reduce 12.48% 63,000 0.39
Greg Alexander - Conifer Management Reduce 16.67% 1,200,000 5.49
Glenn Greenberg - Brave Warrior Advisors Reduce 24.43% 1,140,220 3.81
David Rolfe - Wedgewood Partners Reduce 38.13% 394,960 4.35
Leon Cooperman Reduce 44.95% 980,000 7.34
Chase Coleman - Tiger Global Management Reduce 71.32% 1,517,200 0.52
Q4  2019
Jensen Investment Management Add 11.41% 680,420 0.45
Francois Rochon - Giverny Capital Add 10.28% 11,880 0.07
Polen Capital Management Add 1.44% 114,800 0.03
AltaRock Partners Buy 4,600,000 19.06
Bill Nygren - Oakmark Select Fund Buy 5,140,000 7.45
Chase Coleman - Tiger Global Management Buy 2,127,200 0.79
First Eagle Investment Management Reduce 0.27% 9,840 0.00
Josh Tarasoff - Greenlea Lane Capital Reduce 0.47% 1,200 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 1.41% 520 0.00
William Von Mueffling - Cantillon Capital Management Reduce 2.11% 145,260 0.09
David Abrams - Abrams Capital Management Reduce 2.50% 61,960 0.13
Harry Burn - Sound Shore Reduce 18.65% 115,800 0.53
David Rolfe - Wedgewood Partners Reduce 20.27% 263,400 1.79
Glenn Greenberg - Brave Warrior Advisors Reduce 20.52% 1,205,260 4.27
Viking Global Investors Reduce 58.10% 1,532,980 0.49
Robert Vinall - RV Capital GmbH Reduce 58.79% 234,000 9.49
Torray Funds Reduce 74.20% 286,080 3.31
Q3  2019
David Rolfe - Wedgewood Partners Add 32.77% 320,700 1.74
Jensen Investment Management Add 31.88% 1,441,300 0.94
Chris Hohn - TCI Fund Management Add 12.42% 1,366,000 0.43
Polen Capital Management Add 3.23% 249,220 0.07
Torray Funds Add 0.01% 40 0.00
Josh Tarasoff - Greenlea Lane Capital Buy 254,700 9.25
William Von Mueffling - Cantillon Capital Management Reduce 0.68% 47,200 0.03
Glenn Greenberg - Brave Warrior Advisors Reduce 0.72% 42,560 0.14
Francois Rochon - Giverny Capital Reduce 1.48% 1,740 0.01
Viking Global Investors Reduce 53.24% 3,004,240 0.96
Q2  2019
Chris Hohn - TCI Fund Management Add 180.93% 7,080,800 2.07
Torray Funds Add 17.00% 56,020 0.32
Jensen Investment Management Add 2.11% 93,480 0.06

* "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.