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 2021 it was held by 36 managers with an aggregate reported value of $31.36B, which is 2.44% of the combined portfolio.
As of Q4 2021, 36 tracked institutional managers held GOOG (ALPHABET INC) with an aggregate reported value of $31.36B — 2.44% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2021
- Ticker
- GOOG
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Chris Hohn - TCI Fund Management | 19.22% | - | 2,952,307 | $8.54B |
| 2 | Dodge & Cox - Dodge & Cox | 3.66% | Reduce -3.5% | 2,044,565 | $5.92B |
| 3 | Polen Capital Management - Polen Capital Management | 7.75% | Add +2.5% | 1,595,228 | $4.62B |
| 4 | John Armitage - Egerton Capital | 11.69% | Add +1.4% | 866,311 | $2.51B |
| 5 | Thomas Russo - Gardner Russo & Quinn | 9.37% | Reduce -5.4% | 362,996 | $1.05B |
| 6 | Christopher Davis - Davis Advisors | 3.82% | Reduce -2.1% | 284,102 | $822.07M |
| 7 | Vulcan Value Partners - Vulcan Value Partners | 4.00% | Reduce -6.8% | 270,532 | $782.81M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 6.24% | Add +0.4% | 232,694 | $673.32M |
| 9 | Seth Klarman - Baupost Group | 6.52% | Reduce -21.6% | 228,230 | $660.4M |
| 10 | First Eagle - First Eagle Investment Management | 1.62% | Reduce -0.7% | 223,295 | $646.12M |
| 11 | Yacktman Asset Management - Yacktman Asset Management | 5.49% | Reduce -7.3% | 212,928 | $616.13M |
| 12 | Ruane Cunniff LP - Ruane Cunniff LP | 4.64% | Reduce -4.1% | 187,748 | $543.27M |
| 13 | AKO Capital - AKO Capital | 4.53% | Reduce -25.7% | 160,806 | $465.31M |
| 14 | First Pacific Advisors - First Pacific Advisors | 5.12% | Reduce -12.4% | 142,573 | $412.55M |
| 15 | Thomas Gayner - Markel Asset Management | 4.58% | - | 137,493 | $397.85M |
| 16 | David Tepper - Appaloosa Management | 10.05% | Reduce -8.2% | 135,000 | $390.64M |
| 17 | Bill Nygren - Oakmark Funds | 0.55% | Reduce -7.8% | 122,227 | $353.68M |
| 18 | William Von Mueffling - Cantillon Capital Management | 2.26% | Reduce -12.0% | 118,309 | $342.34M |
| 19 | Tweedy Browne Co. - Tweedy Browne Value Fund | 7.91% | Reduce -3.9% | 86,110 | $249.17M |
| 20 | Li Lu - Himalaya Capital Management | 9.33% | - | 85,900 | $248.56M |
| 21 | Lee Ainslie - Maverick Capital | 2.10% | Add +2.3% | 64,214 | $185.81M |
| 22 | Wallace Weitz - Weitz Investment Management | 6.85% | Reduce -1.5% | 58,978 | $170.66M |
| 23 | Sarah Ketterer - Causeway Capital Management | 3.43% | Add +7.3% | 53,971 | $156.17M |
| 24 | Triple Frond Partners - Triple Frond Partners | 15.22% | Reduce -5.0% | 46,671 | $135.05M |
| 25 | Francois Rochon - Giverny Capital | 6.22% | Add +1.4% | 40,297 | $116.6M |
| 26 | Steven Check - Check Capital Management | 7.72% | Reduce -2.1% | 33,964 | $98.28M |
| 27 | Pat Dorsey - Dorsey Asset Management | 6.18% | Add +0.4% | 25,018 | $72.39M |
| 28 | Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | 0.27% | - | 21,491 | $62.19M |
| 29 | Duan Yongping - H&H International Investment | 0.71% | Add +100.0% | 20,000 | $57.87M |
| 30 | Bryan Lawrence - Oakcliff Capital | 12.08% | - | 9,135 | $26.43M |
| 31 | David Katz - Matrix Asset Advisors | 3.19% | Reduce -0.9% | 8,469 | $24.51M |
| 32 | David Rolfe - Wedgewood Partners | 1.44% | Reduce -1.6% | 3,758 | $10.87M |
| 33 | Robert Olstein - Olstein Capital Management | 0.83% | - | 2,400 | $6.95M |
| 34 | Glenn Greenberg - Brave Warrior Advisors | 0.03% | - | 345 | $998K |
| 35 | Torray Funds - Torray Funds | 0.14% | Reduce -6.5% | 333 | $964K |
| 36 | Hillman Value Fund - Hillman Value Fund | 0.09% | Reduce -10.4% | 95 | $275K |
Loading holder history for GOOG…