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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 2026 it was held by 34 managers with an aggregate reported value of $18.42B, which is 1.69% of the combined portfolio.

As of Q1 2026, 34 tracked institutional managers held GOOG (Alphabet, Inc.) with an aggregate reported value of $18.42B1.69% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2026
Ticker
GOOG

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

Holders

1Dodge & Cox - Dodge & Cox1.93%Reduce -5.0%12,228,518$3.51B
2Chris Hohn - TCI Fund Management 5.62%Add +16.6%8,854,019$2.54B
3First Eagle - First Eagle Investment Management2.81%Add +0.5%7,404,648$2.12B
4Duan Yongping - H&H International Investment5.31%Add +99.7%3,706,000$1.06B
5Warren Buffett - Berkshire Hathaway 0.39%New3,585,215$1.03B
6John Armitage - Egerton Capital11.01%Add +220.7%3,459,649$992.43M
7Thomas Russo - Gardner Russo & Quinn11.31%Reduce -14.8%3,350,337$961.08M
8Polen Capital Management - Polen Capital Management5.85%Reduce -26.7%2,946,637$845.27M
9Thomas Gayner - Markel Asset Management6.61%-2,749,860$788.82M
10Li Lu - Himalaya Capital Management21.97%Reduce -3.6%2,451,300$703.18M
11David Tepper - Appaloosa Management8.38%Reduce -3.0%1,732,700$497.04M
12Mairs & Power Growth Fund - Mairs & Power Growth Fund4.72%Reduce -5.1%1,611,610$462.31M
13First Pacific Advisors - First Pacific Advisors5.36%Reduce -1.2%1,333,157$382.43M
14Seth Klarman - Baupost Group 6.62%Add +8.6%1,181,131$338.82M
15Yacktman Asset Management - Yacktman Asset Management4.31%Reduce -0.3%1,126,534$323.16M
16Ruane Cunniff LP - Ruane Cunniff LP4.52%Reduce -16.8%950,394$272.63M
17Bill Nygren - Oakmark Funds0.34%Reduce -7.7%887,164$254.49M
18Lee Ainslie - Maverick Capital2.91%Reduce -23.6%872,697$250.34M
19Christopher Davis - Davis Advisors 0.89%Reduce -4.7%677,607$194.38M
20Vulcan Value Partners - Vulcan Value Partners5.14%Reduce -27.4%676,556$194.08M
21Francois Rochon - Giverny Capital6.52%Reduce -2.9%620,909$178.11M
22Triple Frond Partners - Triple Frond Partners10.53%-353,459$101.39M
23Sarah Ketterer - Causeway Capital Management1.19%Reduce -8.8%337,298$96.76M
24Wallace Weitz - Weitz Investment Management6.54%Reduce -6.1%326,750$93.73M
25Bill Ackman - Pershing Square Capital Management0.65%Reduce -94.9%311,726$89.42M
26David Katz - Matrix Asset Advisors3.79%Reduce -8.7%143,865$41.27M
27Kahn Brothers Group - Kahn Brothers Group6.21%Reduce -9.9%122,029$35.01M
28Bryan Lawrence - Oakcliff Capital14.96%-118,161$33.9M
29Francis Chou - Chou Associates9.88%-72,390$20.77M
30Robert Olstein - Olstein Capital Management0.47%-7,500$2.15M
31Torray Funds - Torray Funds0.25%Reduce -1.6%6,019$1.73M
32Glenn Greenberg - Brave Warrior Advisors0.03%-3,790$1.09M
33Christopher Bloomstran - Semper Augustus0.08%New2,432$697.64K
34Hillman Value Fund - Hillman Value Fund0.22%Reduce -1.8%1,127$323.29K
Loading holder history for GOOG