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 2022 it was held by 37 managers with an aggregate reported value of $21.82B, which is 2.16% of the combined portfolio.
As of Q2 2022, 37 tracked institutional managers held GOOG (ALPHABET INC) with an aggregate reported value of $21.82B — 2.16% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2022
- Ticker
- GOOG
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Chris Hohn - TCI Fund Management | 17.14% | Add +4.5% | 2,475,787 | $5.42B |
| 2 | Dodge & Cox - Dodge & Cox | 3.19% | Add +3.5% | 2,107,468 | $4.61B |
| 3 | Polen Capital Management - Polen Capital Management | 8.23% | Reduce -3.5% | 1,426,321 | $3.12B |
| 4 | John Armitage - Egerton Capital | 8.77% | Reduce -18.6% | 593,698 | $1.3B |
| 5 | Thomas Russo - Gardner Russo & Quinn | 9.10% | Add +6.2% | 372,180 | $814.13M |
| 6 | First Eagle - First Eagle Investment Management | 1.65% | Add +18.0% | 267,635 | $585.44M |
| 7 | Christopher Davis - Davis Advisors | 3.63% | Reduce -4.8% | 258,487 | $565.43M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 6.11% | Add +1.1% | 232,892 | $509.44M |
| 9 | Duan Yongping - H&H International Investment | 5.60% | Add +59.5% | 220,300 | $481.9M |
| 10 | Vulcan Value Partners - Vulcan Value Partners | 4.61% | Reduce -13.8% | 215,544 | $471.49M |
| 11 | Yacktman Asset Management - Yacktman Asset Management | 4.70% | Add +0.1% | 207,280 | $453.42M |
| 12 | Seth Klarman - Baupost Group | 5.46% | Reduce -30.8% | 168,814 | $369.27M |
| 13 | Li Lu - Himalaya Capital Management | 17.77% | Add +77.2% | 152,200 | $332.93M |
| 14 | First Pacific Advisors - First Pacific Advisors | 4.81% | Add +3.2% | 148,601 | $325.06M |
| 15 | Thomas Gayner - Markel Asset Management | 4.30% | - | 137,493 | $300.76M |
| 16 | Ruane Cunniff LP - Ruane Cunniff LP | 3.90% | Reduce -24.8% | 136,806 | $299.26M |
| 17 | William Von Mueffling - Cantillon Capital Management | 2.21% | Reduce -0.6% | 120,911 | $264.49M |
| 18 | Bill Nygren - Oakmark Funds | 0.41% | Reduce -2.8% | 117,597 | $257.24M |
| 19 | David Tepper - Appaloosa Management | 13.73% | Reduce -16.0% | 100,000 | $218.75M |
| 20 | Tweedy Browne Co. - Tweedy Browne Value Fund | 7.32% | Reduce -0.5% | 81,803 | $178.94M |
| 21 | Mason Hawkins - Southeastern Asset Management | 3.51% | New | 76,014 | $166.28M |
| 22 | Wallace Weitz - Weitz Investment Management | 6.63% | Reduce -1.6% | 58,003 | $126.88M |
| 23 | Triple Frond Partners - Triple Frond Partners | 15.49% | Reduce -0.8% | 46,311 | $101.3M |
| 24 | AKO Capital - AKO Capital | 1.37% | Reduce -74.6% | 44,873 | $98.16M |
| 25 | Francois Rochon - Giverny Capital | 6.34% | Add +5.8% | 44,012 | $96.27M |
| 26 | Sarah Ketterer - Causeway Capital Management | 2.03% | Reduce -33.3% | 37,110 | $81.18M |
| 27 | Steven Check - Check Capital Management | 7.16% | Reduce -1.6% | 32,924 | $72.02M |
| 28 | Lee Ainslie - Maverick Capital | 1.74% | Reduce -15.4% | 31,756 | $69.47M |
| 29 | Pat Dorsey - Dorsey Asset Management | 7.73% | Add +20.1% | 28,317 | $61.94M |
| 30 | Bryan Lawrence - Oakcliff Capital | 15.59% | Add +5.8% | 9,665 | $21.14M |
| 31 | David Katz - Matrix Asset Advisors | 2.87% | Add +0.5% | 8,540 | $18.68M |
| 32 | Robert Olstein - Olstein Capital Management | 1.77% | Add +44.0% | 5,400 | $11.81M |
| 33 | David Rolfe - Wedgewood Partners | 1.53% | Add +1.4% | 4,045 | $8.85M |
| 34 | Glenn Greenberg - Brave Warrior Advisors | 0.03% | - | 345 | $755K |
| 35 | Torray Funds - Torray Funds | 0.13% | Reduce -0.9% | 314 | $687K |
| 36 | Hillman Value Fund - Hillman Value Fund | 0.09% | Add +9.2% | 107 | $234K |
Call holders — bullish via leverage
1 manager holds call options on GOOG — a right to buy at strike. Notional value, not premium.
| 1 | Chuck Akre - Akre Capital Management | New | 5,000 | $10.94M |
Loading holder history for GOOG…