Alphabet Inc. (GOOGL)

Sector:Technology
Super Investor Stats:
Ownership count:31
Ownership rank:2
% of all portfolios:1.763%
Hold Price * :$149.52
History Portfolio Manager Activity Share change % change to portfolio
Q1  2022
Lee Ainslie - Maverick Capital Add 1417.86% 7,940 0.02
Harry Burn - Sound Shore Add 25.65% 44,400 0.54
Thomas Gayner - Markel Group Add 16.98% 45,000 0.07
AltaRock Partners Add 16.21% 934,680 3.31
Josh Tarasoff - Greenlea Lane Capital Add 15.47% 29,120 1.13
Torray Funds Add 4.65% 7,220 0.16
William Von Mueffling - Cantillon Capital Management Add 2.84% 164,760 0.16
Jensen Investment Management Add 0.71% 45,600 0.05
Francois Rochon - Giverny Capital Add 0.50% 940 0.01
Michael Burry - Scion Asset Management Buy 130,000 10.93
Bill Miller - Miller Value Partners Reduce 0.15% 1,000 0.01
First Eagle Investment Management Reduce 0.42% 15,720 0.01
Steven Romick - FPA Crescent Fund Reduce 0.44% 10,500 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 1.21% 240 0.00
David Katz - Matrix Asset Advisors Reduce 3.39% 80 0.00
Christopher Davis - Davis Advisors Reduce 3.78% 197,600 0.14
Samantha McLemore - Patient Capital Management Reduce 6.65% 4,900 0.27
Chris Hohn - TCI Fund Management Reduce 7.28% 900,000 0.34
Terry Smith - Fundsmith Reduce 9.23% 773,280 0.37
Bill Nygren - Oakmark Select Fund Reduce 10.98% 424,000 1.20
David Rolfe - Wedgewood Partners Reduce 15.37% 60,360 1.18
Glenn Greenberg - Brave Warrior Advisors Reduce 41.06% 4,640 0.02
Polen Capital Management Reduce 69.90% 8,287,660 2.25
Daniel Loeb - Third Point Sell 100.00% 4,240,000 4.29
Bill & Melinda Gates Foundation Trust Sell 100.00% 431,080 0.27
Q4  2021
Thomas Gayner - Markel Group Add 6.00% 15,000 0.02
Josh Tarasoff - Greenlea Lane Capital Add 5.02% 9,000 0.42
Polen Capital Management Add 3.05% 351,380 0.09
AltaRock Partners Add 0.87% 50,000 0.19
Terry Smith - Fundsmith Buy 8,381,920 2.96
Francois Rochon - Giverny Capital Reduce 0.53% 1,000 0.01
Steven Romick - FPA Crescent Fund Reduce 0.74% 17,840 0.04
Jensen Investment Management Reduce 0.75% 48,660 0.05
David Rolfe - Wedgewood Partners Reduce 0.91% 3,620 0.07
Bill Nygren - Oakmark Select Fund Reduce 0.97% 38,000 0.10
Christopher Davis - Davis Advisors Reduce 1.15% 61,040 0.04
First Eagle Investment Management Reduce 2.00% 76,100 0.03
Torray Funds Reduce 2.51% 4,000 0.09
William Von Mueffling - Cantillon Capital Management Reduce 6.93% 432,320 0.41
Harry Burn - Sound Shore Reduce 14.01% 28,200 0.34
Bill Miller - Miller Value Partners Reduce 15.40% 122,680 0.63
Lee Ainslie - Maverick Capital Reduce 97.81% 25,020 0.00
Q3  2021
Lee Ainslie - Maverick Capital Add 183.59% 16,560 0.03
Torray Funds Add 58.67% 58,880 1.21
Daniel Loeb - Third Point Add 6.00% 240,000 0.18
David Katz - Matrix Asset Advisors Add 3.51% 80 0.00
Francois Rochon - Giverny Capital Add 3.33% 6,080 0.05
Polen Capital Management Add 1.72% 194,360 0.05
Glenn Greenberg - Brave Warrior Advisors Add 0.18% 20 0.00
Christopher Davis - Davis Advisors Reduce 0.77% 40,980 0.03
Steven Romick - FPA Crescent Fund Reduce 1.26% 30,800 0.06
William Von Mueffling - Cantillon Capital Management Reduce 1.65% 104,840 0.10
First Eagle Investment Management Reduce 2.12% 82,440 0.03
Bill Miller - Miller Value Partners Reduce 3.16% 26,000 0.12
Thomas Russo - Gardner Russo & Quinn Reduce 6.31% 1,340 0.00
Harry Burn - Sound Shore Reduce 6.93% 15,000 0.16
AltaRock Partners Reduce 10.64% 680,800 2.46
David Rolfe - Wedgewood Partners Reduce 11.23% 50,100 0.94
Jensen Investment Management Reduce 13.29% 996,500 1.06
Bill Nygren - Oakmark Select Fund Reduce 16.70% 781,780 2.10
Viking Global Investors Sell 100.00% 1,092,740 0.41
Q2  2021
Lee Ainslie - Maverick Capital Add 41.38% 2,640 0.00
Polen Capital Management Add 18.46% 1,762,760 0.41
Francois Rochon - Giverny Capital Add 5.39% 9,340 0.07
Bill Miller - Miller Value Partners Add 1.68% 13,560 0.04
Christopher Davis - Davis Advisors Add 0.53% 28,320 0.01
Bill Nygren - Oakmark Select Fund Reduce 0.09% 4,220 0.01
First Eagle Investment Management Reduce 1.23% 48,420 0.01
William Von Mueffling - Cantillon Capital Management Reduce 1.36% 87,440 0.07
Thomas Russo - Gardner Russo & Quinn Reduce 1.49% 320 0.00
David Katz - Matrix Asset Advisors Reduce 1.72% 40 0.00
Torray Funds Reduce 2.43% 2,500 0.04
Steven Romick - FPA Crescent Fund Reduce 2.97% 75,000 0.12
Jensen Investment Management Reduce 3.11% 240,400 0.22
Daniel Loeb - Third Point Reduce 4.76% 200,000 0.14
David Rolfe - Wedgewood Partners Reduce 6.11% 29,060 0.51
Josh Tarasoff - Greenlea Lane Capital Reduce 11.42% 23,120 0.85
Glenn Greenberg - Brave Warrior Advisors Reduce 18.38% 2,540 0.01
Viking Global Investors Reduce 87.97% 7,994,420 3.00
Q1  2021
Polen Capital Management Add 3.33% 308,140 0.07
Francois Rochon - Giverny Capital Add 1.36% 2,320 0.02
Hillman Value Fund Buy 56,000 3.43
Lee Ainslie - Maverick Capital Buy 6,380 0.01
First Eagle Investment Management Reduce 1.11% 43,920 0.01
Bill Miller - Miller Value Partners Reduce 1.61% 13,280 0.04
Bill Nygren - Oakmark Select Fund Reduce 1.68% 80,000 0.18
William Von Mueffling - Cantillon Capital Management Reduce 3.71% 248,020 0.19
Torray Funds Reduce 5.93% 6,480 0.10
Christopher Davis - Davis Advisors Reduce 6.75% 383,700 0.17
David Katz - Matrix Asset Advisors Reduce 7.20% 180 0.00
David Rolfe - Wedgewood Partners Reduce 7.65% 39,360 0.63
Dodge & Cox Reduce 9.44% 132,000 0.02
Jensen Investment Management Reduce 9.89% 849,940 0.70
Thomas Russo - Gardner Russo & Quinn Reduce 12.51% 3,080 0.00
Steven Romick - FPA Crescent Fund Reduce 18.95% 590,280 0.85
Daniel Loeb - Third Point Reduce 19.23% 1,000,000 0.70
Josh Tarasoff - Greenlea Lane Capital Reduce 23.39% 61,780 2.67
Viking Global Investors Reduce 26.69% 3,308,660 1.02
Glenn Greenberg - Brave Warrior Advisors Reduce 98.96% 1,317,100 4.77
Greg Alexander - Conifer Management Sell 100.00% 240,000 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.