Alphabet Inc. CL C (GOOG)

Sector:Technology
Super Investor Stats:
Ownership count:26
Ownership rank:3
% of all portfolios:2.06%
Hold Price * :$181.30
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Robert Olstein - Olstein Capital Management Add 23.33% 7,000 0.20
Lindsell Train Add 5.34% 900 0.00
David Katz - Matrix Asset Advisors Add 0.49% 798 0.01
Steven Romick - FPA Crescent Fund Reduce 14.96% 200,470 0.52
Dodge & Cox Reduce 18.34% 3,227,000 0.48
Yacktman Asset Management Reduce 39.69% 1,401,206 2.40
Q2  2024
John Armitage - Egerton Capital Add 30.13% 750,358 1.39
Christopher Davis - Davis Advisors Add 0.65% 4,380 0.00
Francois Rochon - Giverny Capital Add 0.25% 1,636 0.01
Francis Chou - Chou Associates Buy 82,390 10.87
First Eagle Investment Management Reduce 0.48% 32,204 0.01
David Katz - Matrix Asset Advisors Reduce 0.96% 1,578 0.03
Steven Romick - FPA Crescent Fund Reduce 2.15% 29,490 0.08
Dodge & Cox Reduce 3.23% 588,200 0.10
Yacktman Asset Management Reduce 3.37% 123,222 0.21
David Tepper - Appaloosa Management Reduce 7.23% 150,000 0.45
Triple Frond Partners Reduce 7.71% 60,040 1.29
Polen Capital Management Reduce 7.72% 1,395,403 0.64
Thomas Russo - Gardner Russo & Quinn Reduce 12.05% 851,066 1.65
Mairs & Power Growth Fund Reduce 17.84% 293,348 0.97
Bill Ackman - Pershing Square Capital Management Reduce 19.51% 1,829,613 3.22
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 20.97% 65,000 1.36
Robert Olstein - Olstein Capital Management Reduce 21.05% 8,000 0.26
Pat Dorsey - Dorsey Asset Management Reduce 45.02% 381,029 8.33
Seth Klarman - Baupost Group Reduce 63.84% 1,888,064 9.81
Q1  2024
Triple Frond Partners Add 8.59% 61,600 1.07
Francois Rochon - Giverny Capital Add 1.23% 7,850 0.05
Torray Funds Add 0.71% 55 0.00
Seth Klarman - Baupost Group Add 0.28% 8,114 0.03
First Eagle Investment Management Add 0.27% 18,270 0.01
Pat Dorsey - Dorsey Asset Management Reduce 1.32% 11,350 0.20
David Katz - Matrix Asset Advisors Reduce 2.96% 5,021 0.09
Mairs & Power Growth Fund Reduce 3.62% 61,789 0.17
Polen Capital Management Reduce 3.81% 716,486 0.25
Christopher Davis - Davis Advisors Reduce 4.05% 28,325 0.02
Yacktman Asset Management Reduce 4.06% 154,711 0.21
Steven Romick - FPA Crescent Fund Reduce 4.83% 69,465 0.17
Thomas Russo - Gardner Russo & Quinn Reduce 8.55% 660,475 1.03
David Tepper - Appaloosa Management Reduce 9.78% 225,000 0.51
Bryan Lawrence - Oakcliff Capital Reduce 14.40% 20,000 1.83
Robert Olstein - Olstein Capital Management Reduce 19.15% 9,000 0.22
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 22.50% 90,000 1.50
John Armitage - Egerton Capital Reduce 28.09% 972,954 1.43
David Rolfe - Wedgewood Partners Sell 100.00% 1,552 0.05
Q4  2023
Torray Funds Add 6.29% 455 0.01
First Eagle Investment Management Add 0.36% 23,862 0.01
Lindsell Train Buy 16,850 0.05
David Katz - Matrix Asset Advisors Reduce 1.41% 2,423 0.04
Christopher Davis - Davis Advisors Reduce 1.80% 12,785 0.01
Polen Capital Management Reduce 3.58% 697,466 0.24
Thomas Russo - Gardner Russo & Quinn Reduce 4.60% 372,525 0.54
Pat Dorsey - Dorsey Asset Management Reduce 5.50% 49,963 0.91
Yacktman Asset Management Reduce 7.57% 311,766 0.41
Steven Romick - FPA Crescent Fund Reduce 9.31% 147,680 0.35
Dodge & Cox Reduce 12.73% 2,653,500 0.39
Triple Frond Partners Reduce 12.91% 106,200 1.78
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 14.44% 67,500 1.10
Robert Olstein - Olstein Capital Management Reduce 14.55% 8,000 0.19
David Tepper - Appaloosa Management Reduce 16.36% 450,000 1.12
Seth Klarman - Baupost Group Reduce 23.02% 882,000 2.71
John Armitage - Egerton Capital Reduce 24.33% 1,113,548 1.70
Francois Rochon - Giverny Capital Reduce 29.61% 268,374 1.78
Glenn Greenberg - Brave Warrior Advisors Reduce 45.07% 3,110 0.01
Tweedy Browne Co. - Tweedy Browne Value Fund Sell 100.00% 16,855 0.58
Bill & Melinda Gates Foundation Trust Sell 100.00% 14,000 0.00
Q3  2023
Pat Dorsey - Dorsey Asset Management Add 22.96% 169,491 2.92
John Armitage - Egerton Capital Add 21.48% 809,261 1.24
David Tepper - Appaloosa Management Add 19.05% 440,000 1.15
Torray Funds Add 1.56% 111 0.00
Bill & Melinda Gates Foundation Trust Buy 14,000 0.00
Francois Rochon - Giverny Capital Reduce 0.08% 712 0.01
Yacktman Asset Management Reduce 0.37% 15,296 0.02
David Katz - Matrix Asset Advisors Reduce 0.59% 1,023 0.02
First Eagle Investment Management Reduce 1.04% 70,295 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 1.55% 127,143 0.18
Steven Romick - FPA Crescent Fund Reduce 1.93% 31,170 0.07
Christopher Davis - Davis Advisors Reduce 2.26% 16,441 0.01
Polen Capital Management Reduce 4.12% 836,611 0.29
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 5.56% 27,500 0.45
Seth Klarman - Baupost Group Reduce 7.00% 288,242 0.74
Robert Olstein - Olstein Capital Management Reduce 8.33% 5,000 0.11
Chris Hohn - TCI Fund Management Reduce 8.51% 1,575,400 0.75
Bryan Lawrence - Oakcliff Capital Reduce 13.52% 21,720 1.97
Dodge & Cox Reduce 13.68% 3,301,900 0.48
David Rolfe - Wedgewood Partners Reduce 97.77% 68,075 2.19
Lee Ainslie - Maverick Capital Sell 100.00% 4,065 0.01
Q2  2023
John Armitage - Egerton Capital Add 30.28% 875,714 1.09
Bill Ackman - Pershing Square Capital Management Add 16.20% 1,307,425 1.46
Torray Funds Add 15.75% 970 0.02
David Tepper - Appaloosa Management Add 9.48% 200,000 0.45
Francois Rochon - Giverny Capital Add 5.22% 44,960 0.29
Yacktman Asset Management Add 0.11% 4,419 0.01
Lee Ainslie - Maverick Capital Buy 4,065 0.01
First Eagle Investment Management Reduce 0.12% 8,159 0.00
David Katz - Matrix Asset Advisors Reduce 0.76% 1,322 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 2.45% 206,137 0.25
Polen Capital Management Reduce 4.59% 978,730 0.29
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 7.48% 40,000 0.60
Dodge & Cox Reduce 7.55% 1,970,100 0.26
Pat Dorsey - Dorsey Asset Management Reduce 9.78% 80,029 1.28

* "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.