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GOOG - Alphabet Inc

This page shows which of the focused investors we track hold GOOG and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2017 it was held by 29 managers with an aggregate reported value of $15.75B, which is 1.79% of the combined portfolio.

As of Q4 2017, 29 tracked institutional managers held GOOG (Alphabet Inc) with an aggregate reported value of $15.75B1.79% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2017
Ticker
GOOG

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Dodge & Cox - Dodge & Cox2.60%Reduce -0.9%3,211,798$3.36B
2Bill Nygren - Oakmark Funds4.40%Reduce -0.9%2,567,092$2.69B
3Chris Hohn - TCI Fund Management 12.45%Add +293.6%1,918,527$2.01B
4Christopher Davis - Davis Advisors 5.18%Add +1.4%1,164,907$1.22B
5Polen Capital Management - Polen Capital Management7.54%Add +1.4%969,113$1.01B
6Ruane Cunniff LP - Ruane Cunniff LP7.06%Reduce -0.7%822,793$860.97M
7Stephen Mandel - Lone Pine Capital3.26%New597,503$625.23M
8Mason Hawkins - Southeastern Asset Management7.14%Reduce -23.7%551,465$577.05M
9Vulcan Value Partners - Vulcan Value Partners4.36%Reduce -2.4%508,961$532.58M
10John Armitage - Egerton Capital4.05%New442,147$462.66M
11David Tepper - Appaloosa Management3.47%Reduce -37.4%355,729$372.24M
12Lee Ainslie - Maverick Capital4.54%Reduce -21.5%343,960$359.92M
13First Pacific Advisors - First Pacific Advisors2.44%Add +7.7%312,355$326.85M
14First Eagle - First Eagle Investment Management0.58%Reduce -2.2%237,267$248.28M
15William Von Mueffling - Cantillon Capital Management2.84%Reduce -6.5%229,121$239.75M
16Mairs & Power Growth Fund - Mairs & Power Growth Fund2.11%Add +0.1%173,867$181.93M
17Tweedy Browne Co. - Tweedy Browne Value Fund3.58%Reduce -1.2%124,667$130.45M
18Chase Coleman - Tiger Global Management1.02%New123,320$129.04M
19Thomas Gayner - Markel Asset Management1.92%-97,031$101.53M
20Wallace Weitz - Weitz Investment Management4.13%Reduce -1.2%94,781$99.18M
21AKO Capital - AKO Capital4.62%Add +1.0%56,850$59.49M
22Mohnish Pabrai - Pabrai Investments12.43%Reduce -30.8%45,828$47.95M
23Francois Rochon - Giverny Capital4.00%Add +14.2%27,835$29.13M
24Pat Dorsey - Dorsey Asset Management9.12%Add +4.8%24,165$25.29M
25Robert Olstein - Olstein Capital Management2.80%-21,000$21.97M
26David Rolfe - Wedgewood Partners0.61%Reduce -22.8%14,470$15.14M
27David Katz - Matrix Asset Advisors2.31%Reduce -2.6%13,903$14.55M
28Thomas Russo - Gardner Russo & Quinn0.02%Reduce -7.1%2,475$2.59M
29Torray Funds - Torray Funds0.03%New337$353K
Loading holder history for GOOG