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
Q2  2019
Polen Capital Management Add 1.71% 129,600 0.03
Thomas Russo - Gardner Russo & Quinn Add 0.77% 280 0.00
Francois Rochon - Giverny Capital Reduce 1.73% 2,060 0.01
William Von Mueffling - Cantillon Capital Management Reduce 1.92% 135,620 0.07
Glenn Greenberg - Brave Warrior Advisors Reduce 6.01% 378,180 1.09
Harry Burn - Sound Shore Reduce 13.28% 95,100 0.31
David Rolfe - Wedgewood Partners Reduce 20.80% 257,040 1.18
Viking Global Investors Reduce 24.69% 1,849,620 0.45
Thomas Gayner - Markel Asset Management Reduce 90.84% 2,478,780 1.09
Michael Burry - Scion Asset Management Sell 100.00% 150,000 8.99
Q1  2019
Leon Cooperman Add 32.34% 532,720 1.92
Thomas Gayner - Markel Asset Management Add 6.85% 175,000 0.17
Francois Rochon - Giverny Capital Add 5.82% 6,560 0.04
Glenn Greenberg - Brave Warrior Advisors Add 3.01% 183,840 0.54
Thomas Russo - Gardner Russo & Quinn Add 0.94% 340 0.00
Jensen Investment Management Add 0.01% 380 0.00
Dodge & Cox Reduce 0.24% 4,000 0.00
Steven Romick - FPA Crescent Fund Reduce 0.45% 21,960 0.01
William Von Mueffling - Cantillon Capital Management Reduce 0.52% 36,680 0.02
Torray Funds Reduce 2.42% 8,160 0.05
Michael Burry - Scion Asset Management Reduce 6.25% 10,000 0.60
David Rolfe - Wedgewood Partners Reduce 21.10% 330,340 1.42
Chris Hohn - TCI Fund Management Reduce 54.56% 4,698,380 1.81
Q4  2018
Chris Hohn - TCI Fund Management Add 13.14% 1,000,000 0.26
Jensen Investment Management Add 2.06% 89,340 0.07
Steven Romick - FPA Crescent Fund Add 1.52% 73,300 0.04
Glenn Greenberg - Brave Warrior Advisors Add 1.29% 77,680 0.21
Thomas Gayner - Markel Asset Management Add 1.09% 27,600 0.03
William Von Mueffling - Cantillon Capital Management Add 0.75% 53,020 0.03
Francois Rochon - Giverny Capital Reduce 0.77% 880 0.01
Ruane Cunniff - Sequoia Fund Reduce 1.02% 29,720 0.05
Thomas Russo - Gardner Russo & Quinn Reduce 3.10% 1,160 0.00
Torray Funds Reduce 3.51% 12,300 0.08
David Rolfe - Wedgewood Partners Reduce 8.67% 148,640 0.52
Harry Burn - Sound Shore Reduce 15.37% 130,000 0.42
Leon Cooperman Reduce 36.64% 952,720 4.86
Bill Nygren - Oakmark Select Fund Sell 100.00% 1,460,000 1.53
Q3  2018
Thomas Gayner - Markel Asset Management Add 3.51% 85,700 0.09
Francois Rochon - Giverny Capital Reduce 0.96% 1,100 0.01
Glenn Greenberg - Brave Warrior Advisors Reduce 1.89% 116,140 0.30
Ruane Cunniff - Sequoia Fund Reduce 2.22% 65,980 0.10
William Von Mueffling - Cantillon Capital Management Reduce 6.32% 474,680 0.32
David Rolfe - Wedgewood Partners Reduce 10.46% 200,280 0.61
Harry Burn - Sound Shore Reduce 12.00% 115,300 0.36
Leon Cooperman Reduce 15.98% 494,500 1.29
Q2  2018
Glenn Greenberg - Brave Warrior Advisors Add 14.12% 760,680 1.76
Thomas Gayner - Markel Asset Management Add 5.04% 117,000 0.12
Harry Burn - Sound Shore Add 4.42% 40,700 0.12
David Abrams - Abrams Capital Management Buy 2,482,340 3.90
Leon Cooperman Reduce 1.09% 34,200 0.07
William Von Mueffling - Cantillon Capital Management Reduce 2.78% 215,020 0.13
Dodge & Cox Reduce 5.71% 100,000 0.01
David Rolfe - Wedgewood Partners Reduce 10.65% 228,240 0.65
Daniel Loeb - Third Point Sell 100.00% 11,500,000 4.72
Q1  2018
Glenn Greenberg - Brave Warrior Advisors Add 11.64% 561,580 1.28
Steven Romick - FPA Crescent Fund Add 9.50% 418,500 0.19
Thomas Gayner - Markel Asset Management Add 6.06% 132,860 0.13
Bill Nygren - Oakmark Select Fund Buy 1,460,000 1.32
Ruane Cunniff - Sequoia Fund Reduce 0.01% 360 0.00
Chris Hohn - TCI Fund Management Reduce 1.30% 100,000 0.03
Francois Rochon - Giverny Capital Reduce 1.32% 1,540 0.01
William Von Mueffling - Cantillon Capital Management Reduce 2.01% 158,620 0.09
Leon Cooperman Reduce 3.69% 120,000 0.23
Thomas Russo - Gardner Russo & Quinn Reduce 9.92% 4,120 0.00
Daniel Loeb - Third Point Reduce 16.67% 2,300,000 0.94
Dodge & Cox Reduce 25.53% 600,000 0.04
David Rolfe - Wedgewood Partners Reduce 27.04% 794,100 1.89
Q4  2017
Daniel Loeb - Third Point Add 119.05% 7,500,000 2.93
Glenn Greenberg - Brave Warrior Advisors Buy 4,826,180 10.84
Chris Hohn - TCI Fund Management Buy 7,712,000 2.52
Dodge & Cox Reduce 0.51% 12,000 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 0.95% 400 0.00
William Von Mueffling - Cantillon Capital Management Reduce 6.54% 552,320 0.34
David Rolfe - Wedgewood Partners Reduce 23.91% 922,780 1.97
Q3  2017
Thomas Gayner - Markel Asset Management Add 10.05% 200,000 0.19
Leon Cooperman Add 2.27% 72,000 0.14
Thomas Russo - Gardner Russo & Quinn Reduce 0.24% 100 0.00
William Von Mueffling - Cantillon Capital Management Reduce 2.99% 259,840 0.15
David Rolfe - Wedgewood Partners Reduce 10.11% 433,960 0.72
Dodge & Cox Reduce 20.26% 600,000 0.04
Daniel Loeb - Third Point Reduce 45.22% 5,200,000 2.13
Q2  2017
Daniel Loeb - Third Point Add 26.37% 2,400,000 0.99
Thomas Russo - Gardner Russo & Quinn Add 16.00% 5,800 0.00
Thomas Gayner - Markel Asset Management Add 15.02% 260,000 0.25
Bill Miller - Miller Value Partners Buy 12,000 0.03
William Von Mueffling - Cantillon Capital Management Reduce 4.02% 364,120 0.21
Harry Burn - Sound Shore Reduce 21.12% 246,500 0.58
Dodge & Cox Reduce 27.08% 1,100,000 0.08
David Rolfe - Wedgewood Partners Reduce 28.12% 1,679,400 2.39
Q1  2017
Thomas Gayner - Markel Asset Management Add 17.68% 260,000 0.24
Thomas Russo - Gardner Russo & Quinn Add 15.27% 4,800 0.00
David Rolfe - Wedgewood Partners Add 15.04% 780,860 0.85
Leon Cooperman Add 13.95% 388,800 0.67
Daniel Loeb - Third Point Add 7.06% 600,000 0.25
William Von Mueffling - Cantillon Capital Management Reduce 0.70% 63,720 0.03
Harry Burn - Sound Shore Reduce 7.31% 92,000 0.20
Q4  2016
Thomas Gayner - Markel Asset Management Add 19.50% 240,000 0.22
Harry Burn - Sound Shore Add 4.75% 57,100 0.12
Thomas Russo - Gardner Russo & Quinn Reduce 0.95% 300 0.00
William Von Mueffling - Cantillon Capital Management Reduce 3.08% 289,800 0.16

* "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.