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 Q1 2020 it was held by 34 managers with an aggregate reported value of $16.93B, which is 2.38% of the combined portfolio.
As of Q1 2020, 34 tracked institutional managers held GOOG (ALPHABET INC) with an aggregate reported value of $16.93B — 2.38% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2020
- Ticker
- GOOG
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Chris Hohn - TCI Fund Management | 17.11% | Reduce -0.7% | 3,098,875 | $3.6B |
| 2 | Dodge & Cox - Dodge & Cox | 3.71% | Reduce -4.4% | 2,945,704 | $3.43B |
| 3 | Polen Capital Management - Polen Capital Management | 7.43% | Add +4.5% | 1,472,308 | $1.71B |
| 4 | Christopher Davis - Davis Advisors | 6.31% | Reduce -9.2% | 800,800 | $931.18M |
| 5 | Bill Nygren - Oakmark Funds | 2.53% | Reduce -43.0% | 785,215 | $913.06M |
| 6 | Vulcan Value Partners - Vulcan Value Partners | 8.01% | Add +29.8% | 664,486 | $772.67M |
| 7 | Ruane Cunniff LP - Ruane Cunniff LP | 11.86% | Reduce -12.3% | 636,694 | $740.35M |
| 8 | John Armitage - Egerton Capital | 5.03% | Add +11.2% | 418,126 | $486.2M |
| 9 | Thomas Russo - Gardner Russo & Quinn | 4.63% | Add +25.9% | 393,781 | $457.89M |
| 10 | David Tepper - Appaloosa Management | 12.83% | Reduce -17.9% | 361,000 | $419.77M |
| 11 | First Pacific Advisors - First Pacific Advisors | 5.28% | Reduce -5.7% | 322,211 | $374.67M |
| 12 | First Eagle - First Eagle Investment Management | 1.34% | Add +36.1% | 317,337 | $369M |
| 13 | Seth Klarman - Baupost Group | 5.16% | New | 300,500 | $349.42M |
| 14 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 4.88% | Reduce -2.9% | 287,421 | $334.22M |
| 15 | Yacktman Asset Management - Yacktman Asset Management | 4.58% | Add +31.0% | 237,473 | $276.14M |
| 16 | Lee Ainslie - Maverick Capital | 5.19% | Reduce -31.6% | 211,453 | $245.88M |
| 17 | Duan Yongping - H&H International Investment | 7.16% | Add +11.8% | 178,900 | $208.03M |
| 18 | William Von Mueffling - Cantillon Capital Management | 2.16% | Reduce -0.2% | 168,381 | $195.8M |
| 19 | Mason Hawkins - Southeastern Asset Management | 4.46% | Reduce -7.2% | 161,183 | $187.43M |
| 20 | AKO Capital - AKO Capital | 3.87% | Reduce -13.3% | 157,878 | $183.58M |
| 21 | Thomas Gayner - Markel Asset Management | 3.01% | Add +1.4% | 137,493 | $159.88M |
| 22 | Tweedy Browne Co. - Tweedy Browne Value Fund | 6.49% | Reduce -0.5% | 120,198 | $139.77M |
| 23 | Triple Frond Partners - Triple Frond Partners | 11.68% | New | 90,120 | $104.79M |
| 24 | Wallace Weitz - Weitz Investment Management | 5.55% | Reduce -4.3% | 89,900 | $104.54M |
| 25 | Pat Dorsey - Dorsey Asset Management | 13.74% | Add +352.5% | 46,803 | $54.42M |
| 26 | Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | 0.29% | New | 42,981 | $49.98M |
| 27 | Steven Check - Check Capital Management | 6.13% | Reduce -5.7% | 41,851 | $48.67M |
| 28 | Francois Rochon - Giverny Capital | 5.06% | Reduce -6.5% | 34,142 | $39.7M |
| 29 | Bryan Lawrence - Oakcliff Capital | 13.14% | Add +10.6% | 16,150 | $18.78M |
| 30 | David Katz - Matrix Asset Advisors | 2.60% | Reduce -7.2% | 9,840 | $11.44M |
| 31 | Robert Olstein - Olstein Capital Management | 2.27% | Add +21.9% | 8,900 | $10.35M |
| 32 | David Rolfe - Wedgewood Partners | 0.94% | Reduce -43.1% | 4,281 | $4.98M |
| 33 | Glenn Greenberg - Brave Warrior Advisors | 0.06% | Reduce -14.9% | 936 | $1.09M |
| 34 | Torray Funds - Torray Funds | 0.09% | Reduce -8.5% | 366 | $426K |
Loading holder history for GOOG…