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 2020 it was held by 36 managers with an aggregate reported value of $22.71B, which is 2.11% of the combined portfolio.
As of Q4 2020, 36 tracked institutional managers held GOOG (ALPHABET INC) with an aggregate reported value of $22.71B — 2.11% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2020
- Ticker
- GOOG
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Chris Hohn - TCI Fund Management | 16.97% | Reduce -0.1% | 2,952,307 | $5.17B |
| 2 | Dodge & Cox - Dodge & Cox | 3.18% | Reduce -10.5% | 2,292,527 | $4.02B |
| 3 | Polen Capital Management - Polen Capital Management | 6.99% | Add +1.9% | 1,717,539 | $3.01B |
| 4 | Bill Nygren - Oakmark Funds | 2.44% | Add +1.8% | 720,820 | $1.26B |
| 5 | Christopher Davis - Davis Advisors | 5.79% | Reduce -8.3% | 686,623 | $1.2B |
| 6 | John Armitage - Egerton Capital | 6.70% | Add +85.6% | 675,668 | $1.18B |
| 7 | Thomas Russo - Gardner Russo & Quinn | 6.87% | Reduce -0.7% | 432,171 | $757.11M |
| 8 | Vulcan Value Partners - Vulcan Value Partners | 4.63% | Reduce -4.4% | 409,114 | $716.72M |
| 9 | First Eagle - First Eagle Investment Management | 1.42% | Reduce -9.8% | 287,045 | $502.87M |
| 10 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 5.52% | Add +1.0% | 283,533 | $496.72M |
| 11 | Duan Yongping - H&H International Investment | 6.96% | Add +7.7% | 278,900 | $488.6M |
| 12 | David Tepper - Appaloosa Management | 6.67% | Reduce -1.2% | 254,500 | $445.85M |
| 13 | Yacktman Asset Management - Yacktman Asset Management | 5.03% | Reduce -0.9% | 232,286 | $406.94M |
| 14 | First Pacific Advisors - First Pacific Advisors | 5.20% | Reduce -6.8% | 230,441 | $403.71M |
| 15 | Ruane Cunniff LP - Ruane Cunniff LP | 4.08% | Reduce -52.3% | 218,462 | $382.72M |
| 16 | AKO Capital - AKO Capital | 4.84% | Add +13.6% | 214,541 | $375.85M |
| 17 | William Von Mueffling - Cantillon Capital Management | 2.20% | Reduce -0.5% | 167,472 | $293.39M |
| 18 | Lee Ainslie - Maverick Capital | 4.04% | Add +7.4% | 144,035 | $252.33M |
| 19 | Thomas Gayner - Markel Asset Management | 3.59% | - | 137,493 | $240.87M |
| 20 | Tweedy Browne Co. - Tweedy Browne Value Fund | 6.36% | Reduce -1.3% | 116,863 | $204.73M |
| 21 | Li Lu - Himalaya Capital Management | 8.29% | - | 85,900 | $150.49M |
| 22 | Seth Klarman - Baupost Group | 1.29% | Reduce -48.5% | 79,580 | $139.42M |
| 23 | Wallace Weitz - Weitz Investment Management | 4.80% | - | 64,270 | $112.59M |
| 24 | Sarah Ketterer - Causeway Capital Management | 1.83% | Reduce -19.5% | 55,620 | $97.44M |
| 25 | Triple Frond Partners - Triple Frond Partners | 10.50% | Reduce -45.5% | 49,120 | $86.05M |
| 26 | Pat Dorsey - Dorsey Asset Management | 10.84% | Add +0.7% | 47,293 | $82.85M |
| 27 | Steven Check - Check Capital Management | 6.58% | Reduce -3.7% | 37,125 | $65.04M |
| 28 | Francois Rochon - Giverny Capital | 4.98% | Add +2.5% | 37,054 | $64.91M |
| 29 | Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | 0.17% | Reduce -50.0% | 21,491 | $37.65M |
| 30 | Bryan Lawrence - Oakcliff Capital | 9.23% | Reduce -17.8% | 13,279 | $23.26M |
| 31 | David Katz - Matrix Asset Advisors | 2.65% | Reduce -3.3% | 8,965 | $15.71M |
| 32 | Robert Olstein - Olstein Capital Management | 1.48% | Reduce -29.3% | 5,300 | $9.29M |
| 33 | David Rolfe - Wedgewood Partners | 1.09% | Reduce -0.2% | 4,196 | $7.35M |
| 34 | Glenn Greenberg - Brave Warrior Advisors | 0.03% | - | 524 | $918K |
| 35 | Torray Funds - Torray Funds | 0.11% | Reduce -0.5% | 365 | $639K |
| 36 | Hillman Value Fund - Hillman Value Fund | 0.11% | New | 119 | $208K |
Loading holder history for GOOG…