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 2023 it was held by 34 managers with an aggregate reported value of $18.55B, which is 1.64% of the combined portfolio.
As of Q4 2023, 34 tracked institutional managers held GOOG (Alphabet, Inc.) with an aggregate reported value of $18.55B — 1.64% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2023
- Ticker
- GOOG
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 2.80% | Reduce -11.7% | 31,236,915 | $4.4B |
| 2 | Polen Capital Management - Polen Capital Management | 6.38% | Reduce -3.6% | 18,793,122 | $2.65B |
| 3 | Chris Hohn - TCI Fund Management | 6.63% | - | 16,927,056 | $2.39B |
| 4 | Bill Ackman - Pershing Square Capital Management | 12.71% | - | 9,377,195 | $1.32B |
| 5 | Thomas Russo - Gardner Russo & Quinn | 11.09% | Reduce -4.6% | 7,721,397 | $1.09B |
| 6 | First Eagle - First Eagle Investment Management | 2.26% | Add +0.4% | 6,711,269 | $945.82M |
| 7 | Duan Yongping - H&H International Investment | 5.24% | - | 5,376,100 | $757.65M |
| 8 | Yacktman Asset Management - Yacktman Asset Management | 4.99% | Reduce -7.6% | 3,808,388 | $536.72M |
| 9 | John Armitage - Egerton Capital | 5.29% | Reduce -24.3% | 3,463,507 | $488.11M |
| 10 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 4.97% | Reduce -1.0% | 3,343,819 | $471.24M |
| 11 | Li Lu - Himalaya Capital Management | 20.83% | - | 3,044,000 | $428.99M |
| 12 | Seth Klarman - Baupost Group | 9.07% | Reduce -23.0% | 2,949,538 | $415.68M |
| 13 | Thomas Gayner - Markel Asset Management | 4.21% | - | 2,749,860 | $387.54M |
| 14 | Vulcan Value Partners - Vulcan Value Partners | 5.53% | Reduce -15.4% | 2,673,507 | $376.67M |
| 15 | David Tepper - Appaloosa Management | 5.73% | Reduce -16.4% | 2,300,000 | $324.14M |
| 16 | First Pacific Advisors - First Pacific Advisors | 4.74% | Reduce -7.2% | 2,247,324 | $316.72M |
| 17 | Bill Nygren - Oakmark Funds | 0.44% | Reduce -7.4% | 1,816,017 | $255.93M |
| 18 | Ruane Cunniff LP - Ruane Cunniff LP | 4.01% | Reduce -5.0% | 1,780,687 | $250.95M |
| 19 | Wallace Weitz - Weitz Investment Management | 6.39% | Reduce -12.4% | 860,950 | $121.33M |
| 20 | Pat Dorsey - Dorsey Asset Management | 15.54% | Reduce -5.5% | 857,647 | $120.87M |
| 21 | Triple Frond Partners - Triple Frond Partners | 12.02% | Reduce -12.9% | 716,700 | $101.01M |
| 22 | Christopher Davis - Davis Advisors | 0.56% | Reduce -1.8% | 699,392 | $98.57M |
| 23 | Sarah Ketterer - Causeway Capital Management | 2.38% | Reduce -5.6% | 661,944 | $93.29M |
| 24 | Francois Rochon - Giverny Capital | 4.23% | Reduce -29.6% | 637,950 | $89.91M |
| 25 | Tweedy Browne Co. - Tweedy Browne Value Fund | 3.08% | Reduce -24.7% | 447,711 | $63.1M |
| 26 | David Katz - Matrix Asset Advisors | 3.04% | Reduce -1.4% | 169,676 | $23.91M |
| 27 | Bryan Lawrence - Oakcliff Capital | 12.32% | - | 138,880 | $19.57M |
| 28 | Robert Olstein - Olstein Capital Management | 1.12% | Reduce -14.6% | 47,000 | $6.62M |
| 29 | Lindsell Train - Lindsell Train | 0.05% | New | 16,850 | $2.35M |
| 30 | Torray Funds - Torray Funds | 0.18% | Add +6.3% | 7,693 | $1.08M |
| 31 | Mason Hawkins - Southeastern Asset Management | 0.03% | Reduce -30.8% | 5,299 | $746.79K |
| 32 | Glenn Greenberg - Brave Warrior Advisors | 0.01% | Reduce -45.1% | 3,790 | $534.13K |
| 33 | Hillman Value Fund - Hillman Value Fund | 0.11% | - | 2,210 | $311.46K |
| 34 | David Rolfe - Wedgewood Partners | 0.05% | - | 1,552 | $227.17K |
Loading holder history for GOOG…