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
David Katz - Matrix Asset Advisors Add 14.90% 397 0.01
Francois Rochon - Giverny Capital Add 11.81% 36,621 0.23
Thomas Russo - Gardner Russo & Quinn Add 0.39% 80 0.00
Terry Smith - Fundsmith Add 0.04% 2,828 0.00
Viking Global Investors Buy 1,277,458 0.77
First Eagle Investment Management Reduce 0.05% 1,612 0.00
Torray Funds Reduce 0.20% 351 0.01
Christopher Davis - Davis Advisors Reduce 0.38% 11,818 0.01
Dodge & Cox Reduce 0.43% 40,900 0.01
Samantha McLemore - Patient Capital Management Reduce 0.92% 5,542 0.05
Josh Tarasoff - Greenlea Lane Capital Reduce 1.12% 1,260 0.06
David Rolfe - Wedgewood Partners Reduce 1.28% 3,332 0.11
William Von Mueffling - Cantillon Capital Management Reduce 2.90% 133,164 0.14
Ruane Cunniff - Sequoia Fund Reduce 4.41% 61,300 0.29
Steven Romick - FPA Crescent Fund Reduce 4.66% 95,807 0.25
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 8.82% 8,368 0.32
AltaRock Partners Reduce 16.70% 668,205 2.18
Jensen Investment Management Reduce 20.48% 965,024 1.34
Polen Capital Management Reduce 39.15% 820,048 0.35
Daniel Loeb - Third Point Sell 100.00% 1,980,000 4.16
Christopher Bloomstran - Semper Augustus Sell 100.00% 1,160 0.04
Lee Ainslie - Maverick Capital Sell 100.00% 11,187 0.04
Q2  2024
Chris Hohn - TCI Fund Management Add 397.89% 4,816,819 2.14
David Katz - Matrix Asset Advisors Add 8.11% 200 0.00
Francois Rochon - Giverny Capital Add 5.95% 17,419 0.13
Lee Ainslie - Maverick Capital Buy 11,187 0.04
Christopher Bloomstran - Semper Augustus Buy 1,160 0.04
Bill Nygren - Oakmark Select Fund Reduce 0.01% 320 0.00
Samantha McLemore - Patient Capital Management Reduce 0.04% 259 0.00
Torray Funds Reduce 0.12% 223 0.01
Christopher Davis - Davis Advisors Reduce 0.25% 7,857 0.01
First Eagle Investment Management Reduce 0.65% 21,812 0.01
Ruane Cunniff - Sequoia Fund Reduce 0.98% 13,700 0.07
Terry Smith - Fundsmith Reduce 1.89% 131,733 0.10
Polen Capital Management Reduce 1.92% 40,989 0.02
David Rolfe - Wedgewood Partners Reduce 2.53% 6,769 0.22
Steven Romick - FPA Crescent Fund Reduce 3.19% 67,799 0.19
William Von Mueffling - Cantillon Capital Management Reduce 4.85% 234,482 0.29
AltaRock Partners Reduce 6.60% 283,000 1.06
Thomas Russo - Gardner Russo & Quinn Reduce 7.18% 1,574 0.00
Bill Ackman - Pershing Square Capital Management Reduce 8.46% 368,336 0.64
Jensen Investment Management Reduce 18.72% 1,085,010 1.62
Hillman Value Fund Reduce 20.67% 9,300 0.73
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 22.86% 28,115 1.22
Daniel Loeb - Third Point Reduce 34.00% 1,020,000 2.14
Q1  2024
Chris Hohn - TCI Fund Management Add 669.12% 1,053,191 0.40
Chase Coleman - Tiger Global Management Add 154.10% 6,251,875 5.15
William Von Mueffling - Cantillon Capital Management Add 13.25% 565,218 0.54
Hillman Value Fund Add 6.05% 2,569 0.16
Francois Rochon - Giverny Capital Add 4.75% 13,278 0.08
Samantha McLemore - Patient Capital Management Add 0.16% 949 0.01
Daniel Loeb - Third Point Buy 3,000,000 5.82
Polen Capital Management Reduce 0.17% 3,552 0.00
Terry Smith - Fundsmith Reduce 0.52% 36,419 0.02
First Eagle Investment Management Reduce 0.86% 29,231 0.01
Torray Funds Reduce 1.34% 2,419 0.05
David Rolfe - Wedgewood Partners Reduce 1.35% 3,675 0.13
Thomas Russo - Gardner Russo & Quinn Reduce 2.66% 600 0.00
Ruane Cunniff - Sequoia Fund Reduce 3.90% 57,000 0.26
Jensen Investment Management Reduce 7.89% 496,625 0.57
David Abrams - Abrams Capital Management Reduce 10.99% 255,145 1.20
AltaRock Partners Reduce 11.83% 574,720 1.86
Christopher Davis - Davis Advisors Reduce 12.49% 439,761 0.37
Josh Tarasoff - Greenlea Lane Capital Reduce 18.36% 25,360 1.08
Michael Burry - Scion Asset Management Sell 100.00% 35,000 5.17
Viking Global Investors Sell 100.00% 3,293,461 1.69
Lee Ainslie - Maverick Capital Sell 100.00% 23,498 0.07
Q4  2023
Lee Ainslie - Maverick Capital Add 30.60% 5,506 0.02
Francois Rochon - Giverny Capital Add 19.33% 45,262 0.30
Thomas Russo - Gardner Russo & Quinn Add 0.90% 200 0.00
Torray Funds Add 0.22% 389 0.01
Glenn Greenberg - Brave Warrior Advisors Add 0.09% 20 0.00
Michael Burry - Scion Asset Management Buy 35,000 5.17
Viking Global Investors Buy 3,293,461 1.69
Chris Hohn - TCI Fund Management Buy 157,400 0.06
Steven Romick - FPA Crescent Fund Reduce 0.60% 12,715 0.03
First Eagle Investment Management Reduce 1.17% 40,115 0.01
Dodge & Cox Reduce 1.20% 116,300 0.02
Christopher Davis - Davis Advisors Reduce 1.29% 46,167 0.04
Polen Capital Management Reduce 1.49% 32,351 0.01
David Katz - Matrix Asset Advisors Reduce 1.99% 50 0.00
Jensen Investment Management Reduce 2.16% 138,919 0.15
William Von Mueffling - Cantillon Capital Management Reduce 2.36% 103,030 0.10
Ruane Cunniff - Sequoia Fund Reduce 2.49% 37,300 0.17
David Rolfe - Wedgewood Partners Reduce 2.85% 7,951 0.24
Samantha McLemore - Patient Capital Management Reduce 4.92% 31,102 0.23
Terry Smith - Fundsmith Reduce 7.53% 571,317 0.33
AltaRock Partners Reduce 7.59% 399,392 1.24
Prem Watsa - Fairfax Financial Holdings Reduce 17.93% 60,000 0.57
Bill Nygren - Oakmark Select Fund Reduce 19.28% 681,680 1.66
Chase Coleman - Tiger Global Management Reduce 23.96% 1,278,300 1.27
Hillman Value Fund Reduce 24.23% 13,569 0.85
Josh Tarasoff - Greenlea Lane Capital Reduce 39.78% 91,270 3.95
Stephen Mandel - Lone Pine Capital Sell 100.00% 3,113,001 3.93
Daniel Loeb - Third Point Sell 100.00% 900,000 1.81
Lindsell Train Sell 100.00% 16,850 0.04
Bill & Melinda Gates Foundation Trust Sell 100.00% 38,400 0.01
Q3  2023
Bill Ackman - Pershing Square Capital Management Add 99.31% 2,169,824 2.71
Chase Coleman - Tiger Global Management Add 39.96% 1,523,200 1.47
Josh Tarasoff - Greenlea Lane Capital Add 17.69% 34,485 1.62

* "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.