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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 Q2 2021 it was held by 37 managers with an aggregate reported value of $28.92B, which is 2.33% of the combined portfolio.

As of Q2 2021, 37 tracked institutional managers held GOOG (ALPHABET INC) with an aggregate reported value of $28.92B2.33% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2021
Ticker
GOOG

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

Holders

1Chris Hohn - TCI Fund Management 18.45%-2,952,307$7.4B
2Dodge & Cox - Dodge & Cox3.51%Reduce -1.9%2,140,855$5.37B
3Polen Capital Management - Polen Capital Management7.35%Reduce -1.3%1,531,134$3.84B
4John Armitage - Egerton Capital10.99%Add +7.8%881,903$2.21B
5Christopher Davis - Davis Advisors 4.69%Reduce -21.4%454,927$1.14B
6Thomas Russo - Gardner Russo & Quinn8.44%Reduce -4.8%398,721$999.32M
7Vulcan Value Partners - Vulcan Value Partners4.19%Reduce -7.1%308,132$772.28M
8Seth Klarman - Baupost Group 5.92%-290,930$729.16M
9Mairs & Power Growth Fund - Mairs & Power Growth Fund6.07%Reduce -6.7%244,982$614M
10Yacktman Asset Management - Yacktman Asset Management5.66%Reduce -1.0%232,712$583.25M
11First Eagle - First Eagle Investment Management1.44%Reduce -0.3%229,616$575.49M
12AKO Capital - AKO Capital5.97%Add +0.7%211,422$529.89M
13Ruane Cunniff LP - Ruane Cunniff LP4.69%Reduce -1.4%210,948$528.7M
14First Pacific Advisors - First Pacific Advisors5.61%Reduce -8.2%178,550$447.5M
15Bill Nygren - Oakmark Funds0.60%Reduce -79.6%150,939$378.3M
16David Tepper - Appaloosa Management7.57%Reduce -36.8%146,000$365.92M
17Thomas Gayner - Markel Asset Management4.36%-137,493$344.6M
18William Von Mueffling - Cantillon Capital Management2.30%Reduce -1.1%136,496$342.1M
19Tweedy Browne Co. - Tweedy Browne Value Fund8.06%Reduce -1.8%114,540$287.07M
20Michael Burry - Scion Asset Management11.06%Add +14.9%91,900$230.33M
21Li Lu - Himalaya Capital Management10.51%-85,900$215.29M
22Lee Ainslie - Maverick Capital1.84%Reduce -28.3%77,916$195.28M
23Sarah Ketterer - Causeway Capital Management3.27%Reduce -11.4%64,003$160.41M
24Wallace Weitz - Weitz Investment Management6.33%Reduce -3.2%59,860$150.03M
25Triple Frond Partners - Triple Frond Partners13.35%-49,120$123.11M
26Francois Rochon - Giverny Capital5.88%Add +3.4%38,563$96.65M
27Steven Check - Check Capital Management7.29%Reduce -0.7%35,012$87.75M
28Pat Dorsey - Dorsey Asset Management4.67%Reduce -23.4%24,717$61.95M
29Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust0.23%-21,491$53.86M
30Duan Yongping - H&H International Investment0.32%Reduce -96.4%10,000$25.06M
31Bryan Lawrence - Oakcliff Capital9.86%-9,135$22.9M
32David Katz - Matrix Asset Advisors3.10%Reduce -2.5%8,608$21.58M
33David Rolfe - Wedgewood Partners1.49%Reduce -0.8%4,092$10.26M
34Robert Olstein - Olstein Capital Management0.98%Reduce -16.2%3,100$7.77M
35Torray Funds - Torray Funds0.13%Reduce -2.5%357$895K
36Glenn Greenberg - Brave Warrior Advisors0.03%Reduce -34.2%345$865K
37Hillman Value Fund - Hillman Value Fund0.11%Reduce -1.7%115$288K
Loading holder history for GOOG