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 2023 it was held by 35 managers with an aggregate reported value of $18.14B, which is 1.64% of the combined portfolio.
As of Q2 2023, 35 tracked institutional managers held GOOG (Alphabet, Inc.) with an aggregate reported value of $18.14B — 1.64% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2023
- Ticker
- GOOG
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 3.25% | Reduce -7.5% | 40,245,550 | $4.87B |
| 2 | Polen Capital Management - Polen Capital Management | 6.10% | Reduce -4.6% | 20,328,899 | $2.46B |
| 3 | Chris Hohn - TCI Fund Management | 6.65% | Reduce -21.4% | 18,502,456 | $2.24B |
| 4 | Bill Ackman - Pershing Square Capital Management | 10.49% | Add +16.2% | 9,377,195 | $1.13B |
| 5 | Thomas Russo - Gardner Russo & Quinn | 9.82% | Reduce -2.5% | 8,221,065 | $994.5M |
| 6 | First Eagle - First Eagle Investment Management | 2.09% | Reduce -0.1% | 6,757,702 | $817.48M |
| 7 | Duan Yongping - H&H International Investment | 4.56% | Reduce -8.4% | 5,575,900 | $674.52M |
| 8 | Yacktman Asset Management - Yacktman Asset Management | 4.74% | Add +0.1% | 4,135,450 | $500.27M |
| 9 | Seth Klarman - Baupost Group | 8.88% | Reduce -29.6% | 4,119,780 | $498.37M |
| 10 | Vulcan Value Partners - Vulcan Value Partners | 5.79% | Reduce -9.7% | 3,808,696 | $460.69M |
| 11 | John Armitage - Egerton Capital | 4.70% | Add +30.3% | 3,767,794 | $455.79M |
| 12 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 4.56% | Reduce -12.1% | 3,463,375 | $418.96M |
| 13 | Li Lu - Himalaya Capital Management | 20.56% | - | 3,044,000 | $368.23M |
| 14 | Thomas Gayner - Markel Asset Management | 3.96% | - | 2,749,860 | $332.65M |
| 15 | First Pacific Advisors - First Pacific Advisors | 4.50% | Reduce -12.7% | 2,548,672 | $308.31M |
| 16 | David Tepper - Appaloosa Management | 5.19% | Add +9.5% | 2,310,000 | $279.44M |
| 17 | Bill Nygren - Oakmark Funds | 0.49% | Reduce -14.1% | 2,132,498 | $257.97M |
| 18 | Ruane Cunniff LP - Ruane Cunniff LP | 3.75% | Reduce -3.6% | 1,965,751 | $237.8M |
| 19 | Wallace Weitz - Weitz Investment Management | 6.65% | Reduce -9.6% | 1,030,700 | $124.68M |
| 20 | Francois Rochon - Giverny Capital | 5.77% | Add +5.2% | 907,036 | $109.72M |
| 21 | Triple Frond Partners - Triple Frond Partners | 12.83% | - | 822,900 | $99.55M |
| 22 | Sarah Ketterer - Causeway Capital Management | 2.62% | Reduce -10.0% | 821,434 | $99.37M |
| 23 | Steven Check - Check Capital Management | 7.88% | Reduce -2.8% | 775,883 | $93.86M |
| 24 | Pat Dorsey - Dorsey Asset Management | 11.82% | Reduce -4.1% | 738,119 | $89.29M |
| 25 | Christopher Davis - Davis Advisors | 0.54% | Reduce -84.0% | 728,618 | $88.14M |
| 26 | Tweedy Browne Co. - Tweedy Browne Value Fund | 3.78% | Reduce -1.1% | 594,661 | $71.94M |
| 27 | David Katz - Matrix Asset Advisors | 2.89% | Reduce -0.8% | 173,122 | $20.94M |
| 28 | Bryan Lawrence - Oakcliff Capital | 12.94% | Reduce -25.8% | 160,600 | $19.43M |
| 29 | David Rolfe - Wedgewood Partners | 1.36% | Reduce -15.3% | 69,627 | $8.42M |
| 30 | Robert Olstein - Olstein Capital Management | 1.17% | Reduce -46.4% | 60,000 | $7.26M |
| 31 | Mason Hawkins - Southeastern Asset Management | 0.03% | Reduce -99.1% | 7,653 | $925.78K |
| 32 | Torray Funds - Torray Funds | 0.15% | Add +15.8% | 7,127 | $862.15K |
| 33 | Glenn Greenberg - Brave Warrior Advisors | 0.02% | Reduce -15.3% | 6,900 | $834.69K |
| 34 | Lee Ainslie - Maverick Capital | 0.01% | New | 4,065 | $491.74K |
| 35 | Hillman Value Fund - Hillman Value Fund | 0.09% | Reduce -20.8% | 2,187 | $264.56K |
Loading holder history for GOOG…