Alphabet Inc. (GOOGL)

Sector:Technology
Super Investor Stats:
Ownership count:31
Ownership rank:2
% of all portfolios:1.775%
Hold Price * :$151.27
History Portfolio Manager Activity Share change % change to portfolio
Q4  2019
David Abrams - Abrams Capital Management Reduce 2.50% 61,960 0.13
William Von Mueffling - Cantillon Capital Management Reduce 2.11% 145,260 0.09
Francois Rochon - Giverny Capital Add 10.28% 11,880 0.07
Josh Tarasoff - Greenlea Lane Capital Reduce 0.47% 1,200 0.04
Polen Capital Management Add 1.44% 114,800 0.03
First Eagle Investment Management Reduce 0.27% 9,840 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 1.41% 520 0.00
Q3  2019
Josh Tarasoff - Greenlea Lane Capital Buy 254,700 9.25
David Rolfe - Wedgewood Partners Add 32.77% 320,700 1.74
Viking Global Investors Reduce 53.24% 3,004,240 0.96
Jensen Investment Management Add 31.88% 1,441,300 0.94
Chris Hohn - TCI Fund Management Add 12.42% 1,366,000 0.43
Glenn Greenberg - Brave Warrior Advisors Reduce 0.72% 42,560 0.14
Polen Capital Management Add 3.23% 249,220 0.07
William Von Mueffling - Cantillon Capital Management Reduce 0.68% 47,200 0.03
Francois Rochon - Giverny Capital Reduce 1.48% 1,740 0.01
Torray Funds Add 0.01% 40 0.00
Q2  2019
Michael Burry - Scion Asset Management Sell 100.00% 150,000 8.99
Chris Hohn - TCI Fund Management Add 180.93% 7,080,800 2.07
David Rolfe - Wedgewood Partners Reduce 20.80% 257,040 1.18
Glenn Greenberg - Brave Warrior Advisors Reduce 6.01% 378,180 1.09
Thomas Gayner - Markel Group Reduce 90.84% 2,478,780 1.09
Viking Global Investors Reduce 24.69% 1,849,620 0.45
Torray Funds Add 17.00% 56,020 0.32
Harry Burn - Sound Shore Reduce 13.28% 95,100 0.31
William Von Mueffling - Cantillon Capital Management Reduce 1.92% 135,620 0.07
Jensen Investment Management Add 2.11% 93,480 0.06
Polen Capital Management Add 1.71% 129,600 0.03
Francois Rochon - Giverny Capital Reduce 1.73% 2,060 0.01
Thomas Russo - Gardner Russo & Quinn Add 0.77% 280 0.00
Q1  2019
Leon Cooperman Add 32.34% 532,720 1.92
Chris Hohn - TCI Fund Management Reduce 54.56% 4,698,380 1.81
David Rolfe - Wedgewood Partners Reduce 21.10% 330,340 1.42
Michael Burry - Scion Asset Management Reduce 6.25% 10,000 0.60
Glenn Greenberg - Brave Warrior Advisors Add 3.01% 183,840 0.54
Thomas Gayner - Markel Group Add 6.85% 175,000 0.17
Torray Funds Reduce 2.42% 8,160 0.05
Francois Rochon - Giverny Capital Add 5.82% 6,560 0.04
William Von Mueffling - Cantillon Capital Management Reduce 0.52% 36,680 0.02
Steven Romick - FPA Crescent Fund Reduce 0.45% 21,960 0.01
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
Q4  2018
Leon Cooperman Reduce 36.64% 952,720 4.86
Bill Nygren - Oakmark Select Fund Sell 100.00% 1,460,000 1.53
David Rolfe - Wedgewood Partners Reduce 8.67% 148,640 0.52
Harry Burn - Sound Shore Reduce 15.37% 130,000 0.42
Chris Hohn - TCI Fund Management Add 13.14% 1,000,000 0.26
Glenn Greenberg - Brave Warrior Advisors Add 1.29% 77,680 0.21
Torray Funds Reduce 3.51% 12,300 0.08
Jensen Investment Management Add 2.06% 89,340 0.07
Ruane Cunniff - Sequoia Fund Reduce 1.02% 29,720 0.05
Steven Romick - FPA Crescent Fund Add 1.52% 73,300 0.04
Thomas Gayner - Markel Group 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
Thomas Russo - Gardner Russo & Quinn Reduce 3.10% 1,160 0.00
Q3  2018
Leon Cooperman Reduce 15.98% 494,500 1.29
David Rolfe - Wedgewood Partners Reduce 10.46% 200,280 0.61
Harry Burn - Sound Shore Reduce 12.00% 115,300 0.36
William Von Mueffling - Cantillon Capital Management Reduce 6.32% 474,680 0.32
Glenn Greenberg - Brave Warrior Advisors Reduce 1.89% 116,140 0.30
Ruane Cunniff - Sequoia Fund Reduce 2.22% 65,980 0.10
Thomas Gayner - Markel Group Add 3.51% 85,700 0.09
Francois Rochon - Giverny Capital Reduce 0.96% 1,100 0.01
Q2  2018
Daniel Loeb - Third Point Sell 100.00% 11,500,000 4.72
David Abrams - Abrams Capital Management Buy 2,482,340 3.90
Glenn Greenberg - Brave Warrior Advisors Add 14.12% 760,680 1.76
David Rolfe - Wedgewood Partners Reduce 10.65% 228,240 0.65
William Von Mueffling - Cantillon Capital Management Reduce 2.78% 215,020 0.13
Thomas Gayner - Markel Group Add 5.04% 117,000 0.12
Harry Burn - Sound Shore Add 4.42% 40,700 0.12
Leon Cooperman Reduce 1.09% 34,200 0.07
Dodge & Cox Reduce 5.71% 100,000 0.01
Q1  2018
David Rolfe - Wedgewood Partners Reduce 27.04% 794,100 1.89
Bill Nygren - Oakmark Select Fund Buy 1,460,000 1.32
Glenn Greenberg - Brave Warrior Advisors Add 11.64% 561,580 1.28
Daniel Loeb - Third Point Reduce 16.67% 2,300,000 0.94
Leon Cooperman Reduce 3.69% 120,000 0.23
Steven Romick - FPA Crescent Fund Add 9.50% 418,500 0.19
Thomas Gayner - Markel Group Add 6.06% 132,860 0.13
William Von Mueffling - Cantillon Capital Management Reduce 2.01% 158,620 0.09
Dodge & Cox Reduce 25.53% 600,000 0.04
Chris Hohn - TCI Fund Management Reduce 1.30% 100,000 0.03
Francois Rochon - Giverny Capital Reduce 1.32% 1,540 0.01
Ruane Cunniff - Sequoia Fund Reduce 0.01% 360 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 9.92% 4,120 0.00
Q4  2017
Glenn Greenberg - Brave Warrior Advisors Buy 4,826,180 10.84
Daniel Loeb - Third Point Add 119.05% 7,500,000 2.93
Chris Hohn - TCI Fund Management Buy 7,712,000 2.52
David Rolfe - Wedgewood Partners Reduce 23.91% 922,780 1.97
William Von Mueffling - Cantillon Capital Management Reduce 6.54% 552,320 0.34
Dodge & Cox Reduce 0.51% 12,000 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 0.95% 400 0.00
Q3  2017
Daniel Loeb - Third Point Reduce 45.22% 5,200,000 2.13
David Rolfe - Wedgewood Partners Reduce 10.11% 433,960 0.72
Thomas Gayner - Markel Group Add 10.05% 200,000 0.19
William Von Mueffling - Cantillon Capital Management Reduce 2.99% 259,840 0.15
Leon Cooperman Add 2.27% 72,000 0.14
Dodge & Cox Reduce 20.26% 600,000 0.04

* "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.