Alphabet Inc. (GOOGL)

Sector:Technology
Super Investor Stats:
Ownership count:31
Ownership rank:2
% of all portfolios:1.66%
Hold Price * :$167.80
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
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
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
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
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
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
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

* "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.