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 2019 it was held by 33 managers with an aggregate reported value of $19.75B, which is 2.09% of the combined portfolio.
As of Q4 2019, 33 tracked institutional managers held GOOG (ALPHABET INC) with an aggregate reported value of $19.75B — 2.09% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2019
- Ticker
- GOOG
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Chris Hohn - TCI Fund Management | 18.45% | Reduce -12.0% | 3,119,688 | $4.17B |
| 2 | Dodge & Cox - Dodge & Cox | 3.15% | Reduce -1.1% | 3,081,243 | $4.12B |
| 3 | Polen Capital Management - Polen Capital Management | 7.42% | Add +3.3% | 1,408,389 | $1.88B |
| 4 | Bill Nygren - Oakmark Funds | 3.27% | Reduce -35.3% | 1,377,588 | $1.84B |
| 5 | Christopher Davis - Davis Advisors | 5.64% | Reduce -3.6% | 881,613 | $1.18B |
| 6 | Ruane Cunniff LP - Ruane Cunniff LP | 12.01% | Reduce -3.5% | 726,125 | $970.84M |
| 7 | Vulcan Value Partners - Vulcan Value Partners | 5.25% | Add +3.6% | 511,769 | $684.25M |
| 8 | David Tepper - Appaloosa Management | 14.78% | Reduce -1.1% | 440,000 | $588.29M |
| 9 | John Armitage - Egerton Capital | 3.60% | Reduce -52.7% | 376,128 | $502.89M |
| 10 | First Pacific Advisors - First Pacific Advisors | 4.34% | Reduce -5.9% | 341,497 | $456.59M |
| 11 | Thomas Russo - Gardner Russo & Quinn | 3.21% | Add +22.5% | 312,829 | $418.26M |
| 12 | Lee Ainslie - Maverick Capital | 6.01% | Reduce -15.1% | 309,082 | $413.25M |
| 13 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 4.50% | Add +0.3% | 295,960 | $395.7M |
| 14 | First Eagle - First Eagle Investment Management | 0.85% | Reduce -0.1% | 233,190 | $311.78M |
| 15 | AKO Capital - AKO Capital | 5.24% | Add +23.1% | 182,168 | $243.56M |
| 16 | Yacktman Asset Management - Yacktman Asset Management | 3.06% | Reduce -0.2% | 181,297 | $242.4M |
| 17 | Mason Hawkins - Southeastern Asset Management | 3.87% | Reduce -4.9% | 173,660 | $232.19M |
| 18 | William Von Mueffling - Cantillon Capital Management | 2.10% | Reduce -15.6% | 168,647 | $225.49M |
| 19 | Duan Yongping - H&H International Investment | 10.89% | Reduce -15.8% | 160,000 | $213.92M |
| 20 | Thomas Gayner - Markel Asset Management | 2.52% | Add +1.7% | 135,558 | $181.24M |
| 21 | Tweedy Browne Co. - Tweedy Browne Value Fund | 5.84% | Reduce -0.6% | 120,743 | $161.44M |
| 22 | Wallace Weitz - Weitz Investment Management | 4.93% | Reduce -4.6% | 93,980 | $125.65M |
| 23 | Steven Check - Check Capital Management | 5.20% | Add +72.3% | 44,373 | $59.33M |
| 24 | Francois Rochon - Giverny Capital | 4.42% | Add +2.5% | 36,503 | $48.81M |
| 25 | Bryan Lawrence - Oakcliff Capital | 11.65% | - | 14,600 | $19.52M |
| 26 | David Katz - Matrix Asset Advisors | 2.32% | Reduce -2.1% | 10,608 | $14.18M |
| 27 | Pat Dorsey - Dorsey Asset Management | 2.72% | Reduce -71.7% | 10,343 | $13.83M |
| 28 | Michael Burry - Scion Asset Management | 13.00% | - | 8,000 | $10.7M |
| 29 | Robert Olstein - Olstein Capital Management | 1.51% | Add +30.4% | 7,300 | $9.76M |
| 30 | David Rolfe - Wedgewood Partners | 0.81% | - | 7,526 | $9.17M |
| 31 | Glenn Greenberg - Brave Warrior Advisors | 0.08% | - | 1,100 | $1.47M |
| 32 | Torray Funds - Torray Funds | 0.09% | Reduce -1.2% | 400 | $535K |
| 33 | Hillman Value Fund - Hillman Value Fund | 0.15% | New | 161 | $215K |
Loading holder history for GOOG…