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
Q1  2024
Thomas Russo - Gardner Russo & Quinn Reduce 2.66% 600 0.00
Polen Capital Management Reduce 0.17% 3,552 0.00
First Eagle Investment Management Reduce 0.86% 29,231 0.01
Terry Smith - Fundsmith Reduce 0.52% 36,419 0.02
Torray Funds Reduce 1.34% 2,419 0.05
Lee Ainslie - Maverick Capital Sell 100.00% 23,498 0.07
David Rolfe - Wedgewood Partners Reduce 1.35% 3,675 0.13
Christopher Davis - Davis Advisors Reduce 12.49% 439,761 0.37
Jensen Investment Management Reduce 7.89% 496,625 0.57
Josh Tarasoff - Greenlea Lane Capital Reduce 18.36% 25,360 1.08
David Abrams - Abrams Capital Management Reduce 10.99% 255,145 1.20
Viking Global Investors Sell 100.00% 3,293,461 1.69
AltaRock Partners Reduce 11.83% 574,720 1.86
Michael Burry - Scion Asset Management Sell 100.00% 35,000 5.17
Q4  2023
David Katz - Matrix Asset Advisors Reduce 1.99% 50 0.00
Bill & Melinda Gates Foundation Trust Sell 100.00% 38,400 0.01
Polen Capital Management Reduce 1.49% 32,351 0.01
First Eagle Investment Management Reduce 1.17% 40,115 0.01
Dodge & Cox Reduce 1.20% 116,300 0.02
Steven Romick - FPA Crescent Fund Reduce 0.60% 12,715 0.03
Lindsell Train Sell 100.00% 16,850 0.04
Christopher Davis - Davis Advisors Reduce 1.29% 46,167 0.04
William Von Mueffling - Cantillon Capital Management Reduce 2.36% 103,030 0.10
Jensen Investment Management Reduce 2.16% 138,919 0.15
Ruane Cunniff - Sequoia Fund Reduce 2.49% 37,300 0.17
Samantha McLemore - Patient Capital Management Reduce 4.92% 31,102 0.23
David Rolfe - Wedgewood Partners Reduce 2.85% 7,951 0.24
Terry Smith - Fundsmith Reduce 7.53% 571,317 0.33
Prem Watsa - Fairfax Financial Holdings Reduce 17.93% 60,000 0.57
Hillman Value Fund Reduce 24.23% 13,569 0.85
AltaRock Partners Reduce 7.59% 399,392 1.24
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
Daniel Loeb - Third Point Sell 100.00% 900,000 1.81
Stephen Mandel - Lone Pine Capital Sell 100.00% 3,113,001 3.93
Josh Tarasoff - Greenlea Lane Capital Reduce 39.78% 91,270 3.95
Q3  2023
Lee Ainslie - Maverick Capital Reduce 18.43% 4,065 0.01
First Eagle Investment Management Reduce 0.97% 33,526 0.01
William Von Mueffling - Cantillon Capital Management Reduce 0.36% 15,841 0.02
Terry Smith - Fundsmith Reduce 0.35% 26,908 0.02
Polen Capital Management Reduce 3.79% 85,461 0.03
Christopher Davis - Davis Advisors Reduce 1.06% 38,409 0.03
Bill Nygren - Oakmark Select Fund Reduce 0.84% 30,000 0.08
Torray Funds Reduce 2.04% 3,767 0.09
Steven Romick - FPA Crescent Fund Reduce 3.16% 69,795 0.16
Ruane Cunniff - Sequoia Fund Reduce 11.18% 188,632 0.87
Daniel Loeb - Third Point Reduce 36.84% 525,000 1.06
AltaRock Partners Reduce 8.32% 477,378 1.56
David Rolfe - Wedgewood Partners Reduce 18.46% 63,208 1.98
Q2  2023
David Katz - Matrix Asset Advisors Reduce 6.68% 165 0.00
Glenn Greenberg - Brave Warrior Advisors Reduce 5.41% 1,250 0.00
Polen Capital Management Reduce 1.11% 25,409 0.01
Terry Smith - Fundsmith Reduce 0.16% 12,562 0.01
First Eagle Investment Management Reduce 1.84% 64,905 0.02
Dodge & Cox Reduce 1.34% 130,900 0.02
Prem Watsa - Fairfax Financial Holdings Reduce 0.59% 2,000 0.02
David Abrams - Abrams Capital Management Reduce 0.73% 17,100 0.06
Torray Funds Reduce 1.71% 3,205 0.07
David Rolfe - Wedgewood Partners Reduce 3.57% 12,666 0.24
Steven Romick - FPA Crescent Fund Reduce 8.39% 202,040 0.39
Christopher Davis - Davis Advisors Reduce 16.17% 695,750 0.51
Ruane Cunniff - Sequoia Fund Reduce 13.93% 273,000 1.10
Leon Cooperman Reduce 23.53% 200,000 1.30
AltaRock Partners Reduce 8.69% 545,817 1.57
Bill Nygren - Oakmark Select Fund Reduce 24.20% 1,138,020 2.71
Bill Miller - Miller Value Partners Sell 100.00% 598,779 3.88
Josh Tarasoff - Greenlea Lane Capital Reduce 31.52% 89,725 3.92
Chase Coleman - Tiger Global Management Reduce 54.42% 4,551,949 4.55
Daniel Loeb - Third Point Reduce 70.00% 3,325,000 5.83
Q1  2023
David Katz - Matrix Asset Advisors Reduce 5.58% 146 0.00
Torray Funds Reduce 0.08% 157 0.00
Lee Ainslie - Maverick Capital Sell 100.00% 11,980 0.03
Ruane Cunniff - Sequoia Fund Reduce 0.71% 14,000 0.05
Bill Miller - Miller Value Partners Reduce 2.76% 16,993 0.11
Polen Capital Management Reduce 35.32% 1,246,315 0.34
AltaRock Partners Reduce 2.30% 148,000 0.42
Leon Cooperman Reduce 10.53% 100,000 0.62
Jensen Investment Management Reduce 12.15% 857,801 0.68
William Von Mueffling - Cantillon Capital Management Reduce 28.65% 1,654,647 1.40
Harry Burn - Sound Shore Sell 100.00% 273,650 2.79
Chris Hohn - TCI Fund Management Sell 100.00% 15,961,420 4.71
Q4  2022
Terry Smith - Fundsmith Reduce 0.09% 6,515 0.00
Polen Capital Management Reduce 1.72% 61,712 0.02
First Eagle Investment Management Reduce 2.91% 105,616 0.03
David Rolfe - Wedgewood Partners Reduce 1.17% 3,769 0.06
Christopher Davis - Davis Advisors Reduce 2.66% 116,777 0.07
William Von Mueffling - Cantillon Capital Management Reduce 1.92% 113,150 0.08
Ruane Cunniff - Sequoia Fund Reduce 1.35% 27,000 0.08
Leon Cooperman Reduce 5.00% 50,000 0.27
Bill Miller - Miller Value Partners Reduce 8.78% 59,252 0.34
Torray Funds Reduce 19.21% 44,626 0.71
AltaRock Partners Reduce 8.18% 573,183 1.59
David Abrams - Abrams Capital Management Reduce 19.62% 571,160 1.80
Chase Coleman - Tiger Global Management Reduce 31.91% 1,746,488 1.89
Josh Tarasoff - Greenlea Lane Capital Reduce 15.34% 51,565 2.16
Q3  2022
Jensen Investment Management Reduce 0.08% 5,360 0.00
Lee Ainslie - Maverick Capital Reduce 38.85% 3,046 0.01
First Eagle Investment Management Reduce 1.87% 69,137 0.02
William Von Mueffling - Cantillon Capital Management Reduce 0.96% 56,874 0.05
David Abrams - Abrams Capital Management Reduce 0.62% 18,200 0.05

* "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.