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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 Q1 2022 it was held by 31 managers with an aggregate reported value of $25.38B, which is 2.13% of the combined portfolio.

As of Q1 2022, 31 tracked institutional managers held GOOG (ALPHABET INC) with an aggregate reported value of $25.38B2.13% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2022
Ticker
GOOG

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

Holders

1Chris Hohn - TCI Fund Management 17.97%Reduce -19.7%2,370,340$6.62B
2Dodge & Cox - Dodge & Cox3.46%Reduce -0.4%2,035,867$5.69B
3Polen Capital Management - Polen Capital Management8.05%Reduce -7.3%1,478,727$4.13B
4Thomas Russo - Gardner Russo & Quinn9.42%Reduce -3.5%350,345$978.51M
5Christopher Davis - Davis Advisors 3.83%Reduce -4.5%271,365$757.92M
6Vulcan Value Partners - Vulcan Value Partners4.28%New249,902$697.97M
7Seth Klarman - Baupost Group 7.32%Add +6.9%243,890$681.18M
8Mairs & Power Growth Fund - Mairs & Power Growth Fund6.48%Reduce -1.0%230,295$643.21M
9First Eagle - First Eagle Investment Management1.55%Add +1.6%226,851$633.59M
10Yacktman Asset Management - Yacktman Asset Management5.16%Reduce -2.7%207,138$578.53M
11Ruane Cunniff LP - Ruane Cunniff LP5.01%Reduce -3.1%181,971$508.24M
12AKO Capital - AKO Capital5.33%Add +9.8%176,616$493.29M
13First Pacific Advisors - First Pacific Advisors5.18%Add +1.0%143,937$402.02M
14Duan Yongping - H&H International Investment4.09%Add +590.5%138,100$385.71M
15William Von Mueffling - Cantillon Capital Management2.43%Add +2.8%121,606$339.64M
16Bill Nygren - Oakmark Funds0.45%Reduce -1.1%120,931$337.76M
17David Tepper - Appaloosa Management13.30%Reduce -11.8%119,000$332.37M
18Li Lu - Himalaya Capital Management10.08%-85,900$239.92M
19Tweedy Browne Co. - Tweedy Browne Value Fund7.42%Reduce -4.5%82,230$229.67M
20Wallace Weitz - Weitz Investment Management7.30%-58,978$164.73M
21Sarah Ketterer - Causeway Capital Management3.71%Add +3.0%55,597$155.28M
22Triple Frond Partners - Triple Frond Partners16.14%-46,671$130.35M
23Francois Rochon - Giverny Capital6.56%Add +3.2%41,581$116.14M
24Pat Dorsey - Dorsey Asset Management6.34%Reduce -5.7%23,582$65.86M
25Bryan Lawrence - Oakcliff Capital13.23%-9,135$25.51M
26David Katz - Matrix Asset Advisors3.19%Add +0.4%8,500$23.74M
27David Rolfe - Wedgewood Partners1.57%Add +6.2%3,990$11.14M
28Robert Olstein - Olstein Capital Management1.31%Add +56.3%3,750$10.47M
29Glenn Greenberg - Brave Warrior Advisors0.03%-345$964K
30Torray Funds - Torray Funds0.14%Reduce -4.8%317$885K
31Hillman Value Fund - Hillman Value Fund0.09%Add +3.2%98$274K
Loading holder history for GOOG