Alphabet Inc. (GOOGL)

Sector:Technology
Super Investor Stats:
Ownership count:30
Ownership rank:2
% of all portfolios:1.761%
Hold Price * :$189.30
History Portfolio Manager Activity Share change % change to portfolio
Q4  2024
Thomas Russo - Gardner Russo & Quinn Add 0.15% 30 0.00
William Von Mueffling - Cantillon Capital Management Add 0.53% 23,790 0.03
David Abrams - Abrams Capital Management Add 2.75% 56,935 0.17
AltaRock Partners Add 4.41% 146,896 0.56
Viking Global Investors Add 186.61% 2,383,917 1.46
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 34.39% 29,757 1.53
Francois Rochon - Giverny Capital Reduce 26.01% 90,181 0.62
Jensen Investment Management Reduce 13.74% 514,874 0.88
Ruane Cunniff - Sequoia Fund Reduce 13.04% 173,324 1.01
Bill Nygren - Oakmark Select Fund Reduce 8.14% 240,900 0.67
Steven Romick - FPA Crescent Fund Reduce 4.89% 95,792 0.29
Torray Funds Reduce 4.74% 8,443 0.23
David Rolfe - Wedgewood Partners Reduce 4.07% 10,488 0.39
Polen Capital Management Reduce 3.46% 44,129 0.02
Josh Tarasoff - Greenlea Lane Capital Reduce 3.36% 3,750 0.21
David Katz - Matrix Asset Advisors Reduce 2.48% 76 0.00
Christopher Davis - Davis Advisors Reduce 1.53% 46,903 0.05
Dodge & Cox Reduce 0.10% 9,500 0.00
Terry Smith - Fundsmith Reduce 0.06% 3,809 0.00
Samantha McLemore - Patient Capital Management Reduce 0.04% 246 0.00
First Eagle Investment Management Reduce 0.02% 804 0.00
Prem Watsa - Fairfax Financial Holdings Sell 100.00% 274,620 4.14
Q3  2024
Terry Smith - Fundsmith Add 0.04% 2,828 0.00
Thomas Russo - Gardner Russo & Quinn Add 0.39% 80 0.00
Bill Nygren - Oakmark Select Fund Add 3.69% 105,320 0.28
Francois Rochon - Giverny Capital Add 11.81% 36,621 0.23
David Katz - Matrix Asset Advisors Add 14.90% 397 0.01
Viking Global Investors Buy 1,277,458 0.77
Polen Capital Management Reduce 39.15% 820,048 0.35
Jensen Investment Management Reduce 20.48% 965,024 1.34
AltaRock Partners Reduce 16.70% 668,205 2.18
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 8.82% 8,368 0.32
Steven Romick - FPA Crescent Fund Reduce 4.66% 95,807 0.25
Ruane Cunniff - Sequoia Fund Reduce 4.41% 61,300 0.29
William Von Mueffling - Cantillon Capital Management Reduce 2.90% 133,164 0.14
David Rolfe - Wedgewood Partners Reduce 1.28% 3,332 0.11
Josh Tarasoff - Greenlea Lane Capital Reduce 1.12% 1,260 0.06
Samantha McLemore - Patient Capital Management Reduce 0.92% 5,542 0.05
Dodge & Cox Reduce 0.43% 40,900 0.01
Christopher Davis - Davis Advisors Reduce 0.38% 11,818 0.01
Torray Funds Reduce 0.20% 351 0.01
First Eagle Investment Management Reduce 0.05% 1,612 0.00
Christopher Bloomstran - Semper Augustus Sell 100.00% 1,160 0.04
Lee Ainslie - Maverick Capital Sell 100.00% 11,187 0.04
Daniel Loeb - Third Point Sell 100.00% 1,980,000 4.16
Q2  2024
Francois Rochon - Giverny Capital Add 5.95% 17,419 0.13
David Katz - Matrix Asset Advisors Add 8.11% 200 0.00
Chris Hohn - TCI Fund Management Add 397.89% 4,816,819 2.14
Lee Ainslie - Maverick Capital Buy 11,187 0.04
Christopher Bloomstran - Semper Augustus Buy 1,160 0.04
Daniel Loeb - Third Point Reduce 34.00% 1,020,000 2.14
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 22.86% 28,115 1.22
Hillman Value Fund Reduce 20.67% 9,300 0.73
Jensen Investment Management Reduce 18.72% 1,085,010 1.62
Bill Ackman - Pershing Square Capital Management Reduce 8.46% 368,336 0.64
Thomas Russo - Gardner Russo & Quinn Reduce 7.18% 1,574 0.00
AltaRock Partners Reduce 6.60% 283,000 1.06
William Von Mueffling - Cantillon Capital Management Reduce 4.85% 234,482 0.29
Steven Romick - FPA Crescent Fund Reduce 3.19% 67,799 0.19
David Rolfe - Wedgewood Partners Reduce 2.53% 6,769 0.22
Polen Capital Management Reduce 1.92% 40,989 0.02
Terry Smith - Fundsmith Reduce 1.89% 131,733 0.10
Ruane Cunniff - Sequoia Fund Reduce 0.98% 13,700 0.07
First Eagle Investment Management Reduce 0.65% 21,812 0.01
Christopher Davis - Davis Advisors Reduce 0.25% 7,857 0.01
Torray Funds Reduce 0.12% 223 0.01
Samantha McLemore - Patient Capital Management Reduce 0.04% 259 0.00
Bill Nygren - Oakmark Select Fund Reduce 0.01% 320 0.00
Q1  2024
Samantha McLemore - Patient Capital Management Add 0.16% 949 0.01
Francois Rochon - Giverny Capital Add 4.75% 13,278 0.08
Hillman Value Fund Add 6.05% 2,569 0.16
William Von Mueffling - Cantillon Capital Management Add 13.25% 565,218 0.54
Chase Coleman - Tiger Global Management Add 154.10% 6,251,875 5.15
Chris Hohn - TCI Fund Management Add 669.12% 1,053,191 0.40
Daniel Loeb - Third Point Buy 3,000,000 5.82
Josh Tarasoff - Greenlea Lane Capital Reduce 18.36% 25,360 1.08
Christopher Davis - Davis Advisors Reduce 12.49% 439,761 0.37
AltaRock Partners Reduce 11.83% 574,720 1.86
David Abrams - Abrams Capital Management Reduce 10.99% 255,145 1.20
Jensen Investment Management Reduce 7.89% 496,625 0.57
Ruane Cunniff - Sequoia Fund Reduce 3.90% 57,000 0.26
Thomas Russo - Gardner Russo & Quinn Reduce 2.66% 600 0.00
David Rolfe - Wedgewood Partners Reduce 1.35% 3,675 0.13
Torray Funds Reduce 1.34% 2,419 0.05
First Eagle Investment Management Reduce 0.86% 29,231 0.01
Terry Smith - Fundsmith Reduce 0.52% 36,419 0.02
Polen Capital Management Reduce 0.17% 3,552 0.00
Lee Ainslie - Maverick Capital Sell 100.00% 23,498 0.07
Viking Global Investors Sell 100.00% 3,293,461 1.69
Michael Burry - Scion Asset Management Sell 100.00% 35,000 5.17
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

* "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.