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  2024
Hillman Value Fund Add 6.05% 2,569 0.16
Q4  2023
Glenn Greenberg - Brave Warrior Advisors Add 0.09% 20 0.00
Torray Funds Add 0.22% 389 0.01
Thomas Russo - Gardner Russo & Quinn Add 0.90% 200 0.00
Francois Rochon - Giverny Capital Add 19.33% 45,262 0.30
Lee Ainslie - Maverick Capital Add 30.60% 5,506 0.02
Chris Hohn - TCI Fund Management Buy 157,400 0.06
Viking Global Investors Buy 3,293,461 1.69
Michael Burry - Scion Asset Management Buy 35,000 5.17
Josh Tarasoff - Greenlea Lane Capital Reduce 39.78% 91,270 3.95
Hillman Value Fund Reduce 24.23% 13,569 0.85
Chase Coleman - Tiger Global Management Reduce 23.96% 1,278,300 1.27
Bill Nygren - Oakmark Select Fund Reduce 19.28% 681,680 1.66
Prem Watsa - Fairfax Financial Holdings Reduce 17.93% 60,000 0.57
AltaRock Partners Reduce 7.59% 399,392 1.24
Terry Smith - Fundsmith Reduce 7.53% 571,317 0.33
Samantha McLemore - Patient Capital Management Reduce 4.92% 31,102 0.23
David Rolfe - Wedgewood Partners Reduce 2.85% 7,951 0.24
Ruane Cunniff - Sequoia Fund Reduce 2.49% 37,300 0.17
William Von Mueffling - Cantillon Capital Management Reduce 2.36% 103,030 0.10
Jensen Investment Management Reduce 2.16% 138,919 0.15
David Katz - Matrix Asset Advisors Reduce 1.99% 50 0.00
Polen Capital Management Reduce 1.49% 32,351 0.01
Christopher Davis - Davis Advisors Reduce 1.29% 46,167 0.04
Dodge & Cox Reduce 1.20% 116,300 0.02
First Eagle Investment Management Reduce 1.17% 40,115 0.01
Steven Romick - FPA Crescent Fund Reduce 0.60% 12,715 0.03
Bill & Melinda Gates Foundation Trust Sell 100.00% 38,400 0.01
Lindsell Train Sell 100.00% 16,850 0.04
Daniel Loeb - Third Point Sell 100.00% 900,000 1.81
Stephen Mandel - Lone Pine Capital Sell 100.00% 3,113,001 3.93
Q3  2023
Dodge & Cox Add 0.55% 52,600 0.01
Thomas Gayner - Markel Asset Management Add 0.91% 5,000 0.01
Samantha McLemore - Patient Capital Management Add 1.38% 8,587 0.07
Jensen Investment Management Add 2.66% 166,590 0.17
Thomas Russo - Gardner Russo & Quinn Add 4.20% 900 0.00
Francois Rochon - Giverny Capital Add 5.04% 11,236 0.08
David Katz - Matrix Asset Advisors Add 9.11% 210 0.00
Josh Tarasoff - Greenlea Lane Capital Add 17.69% 34,485 1.62
Chase Coleman - Tiger Global Management Add 39.96% 1,523,200 1.47
Bill Ackman - Pershing Square Capital Management Add 99.31% 2,169,824 2.71
Bill & Melinda Gates Foundation Trust Buy 38,400 0.01
Stephen Mandel - Lone Pine Capital Buy 3,113,001 3.93
Daniel Loeb - Third Point Reduce 36.84% 525,000 1.06
David Rolfe - Wedgewood Partners Reduce 18.46% 63,208 1.98
Lee Ainslie - Maverick Capital Reduce 18.43% 4,065 0.01
Ruane Cunniff - Sequoia Fund Reduce 11.18% 188,632 0.87
AltaRock Partners Reduce 8.32% 477,378 1.56
Polen Capital Management Reduce 3.79% 85,461 0.03
Steven Romick - FPA Crescent Fund Reduce 3.16% 69,795 0.16
Torray Funds Reduce 2.04% 3,767 0.09
Christopher Davis - Davis Advisors Reduce 1.06% 38,409 0.03
First Eagle Investment Management Reduce 0.97% 33,526 0.01
Bill Nygren - Oakmark Select Fund Reduce 0.84% 30,000 0.08
William Von Mueffling - Cantillon Capital Management Reduce 0.36% 15,841 0.02
Terry Smith - Fundsmith Reduce 0.35% 26,908 0.02
Q2  2023
Jensen Investment Management Add 1.00% 62,109 0.05
Thomas Gayner - Markel Asset Management Add 3.19% 17,000 0.02
Francois Rochon - Giverny Capital Add 4.56% 9,711 0.06
William Von Mueffling - Cantillon Capital Management Add 6.39% 263,218 0.22
Thomas Russo - Gardner Russo & Quinn Add 7.93% 1,574 0.00
Samantha McLemore - Patient Capital Management Add 775.14% 551,903 3.68
Lee Ainslie - Maverick Capital Buy 22,057 0.06
Daniel Loeb - Third Point Reduce 70.00% 3,325,000 5.83
Chase Coleman - Tiger Global Management Reduce 54.42% 4,551,949 4.55
Josh Tarasoff - Greenlea Lane Capital Reduce 31.52% 89,725 3.92
Bill Nygren - Oakmark Select Fund Reduce 24.20% 1,138,020 2.71
Leon Cooperman Reduce 23.53% 200,000 1.30
Christopher Davis - Davis Advisors Reduce 16.17% 695,750 0.51
Ruane Cunniff - Sequoia Fund Reduce 13.93% 273,000 1.10
AltaRock Partners Reduce 8.69% 545,817 1.57
Steven Romick - FPA Crescent Fund Reduce 8.39% 202,040 0.39
David Katz - Matrix Asset Advisors Reduce 6.68% 165 0.00
Glenn Greenberg - Brave Warrior Advisors Reduce 5.41% 1,250 0.00
David Rolfe - Wedgewood Partners Reduce 3.57% 12,666 0.24
First Eagle Investment Management Reduce 1.84% 64,905 0.02
Torray Funds Reduce 1.71% 3,205 0.07
Dodge & Cox Reduce 1.34% 130,900 0.02
Polen Capital Management Reduce 1.11% 25,409 0.01
David Abrams - Abrams Capital Management Reduce 0.73% 17,100 0.06
Prem Watsa - Fairfax Financial Holdings Reduce 0.59% 2,000 0.02
Terry Smith - Fundsmith Reduce 0.16% 12,562 0.01
Bill Miller - Miller Value Partners Sell 100.00% 598,779 3.88
Q1  2023
Terry Smith - Fundsmith Add 0.02% 1,885 0.00
First Eagle Investment Management Add 0.16% 5,520 0.00
Christopher Davis - Davis Advisors Add 0.60% 25,525 0.02
Thomas Russo - Gardner Russo & Quinn Add 1.10% 216 0.00
Francois Rochon - Giverny Capital Add 2.35% 4,897 0.03
Lindsell Train Add 5.31% 850 0.00
David Rolfe - Wedgewood Partners Add 11.89% 37,745 0.66
Bill Nygren - Oakmark Select Fund Add 12.00% 504,020 1.16
Dodge & Cox Add 41.24% 2,850,100 0.34
Thomas Gayner - Markel Asset Management Add 42.90% 160,000 0.21
Glenn Greenberg - Brave Warrior Advisors Add 75.48% 9,931 0.03
Chase Coleman - Tiger Global Management Add 124.40% 4,636,774 4.37
Bill Ackman - Pershing Square Capital Management Buy 2,185,000 2.22
Daniel Loeb - Third Point Buy 4,750,000 8.06
Polen Capital Management Reduce 35.32% 1,246,315 0.34
William Von Mueffling - Cantillon Capital Management Reduce 28.65% 1,654,647 1.40
Jensen Investment Management Reduce 12.15% 857,801 0.68

* "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.