GOOGL - ALPHABET INC
This page shows which of the focused investors we track hold GOOGL and how their positions changed, so you can see how much conviction the group has in the stock.
In Q1 2023 it was held by 34 managers with an aggregate reported value of $12.22B, which is 1.17% of the combined portfolio.
As of Q1 2023, 34 tracked institutional managers held GOOGL (ALPHABET INC) with an aggregate reported value of $12.22B — 1.17% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2023
- Ticker
- GOOGL
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Bill Nygren - Oakmark Funds | 7.43% | Add +0.6% | 36,900,231 | $3.83B |
| 2 | Dodge & Cox - Dodge & Cox | 0.91% | Add +35.7% | 12,841,330 | $1.33B |
| 3 | Chase Coleman - Tiger Global Management | 7.89% | Add +124.4% | 8,363,974 | $867.6M |
| 4 | Terry Smith - Fundsmith | 3.41% | Add +0.0% | 7,628,198 | $791.27M |
| 5 | AltaRock Partners - AltaRock Partners | 17.85% | Reduce -2.3% | 6,282,417 | $651.68M |
| 6 | Jensen Investment Management - Jensen Investment Management | 4.93% | New | 6,203,089 | $625.83M |
| 7 | Daniel Loeb - Third Point | 8.06% | New | 4,750,000 | $492.72M |
| 8 | Christopher Davis - Davis Advisors | 2.95% | Add +0.6% | 4,302,369 | $446.28M |
| 9 | William Von Mueffling - Cantillon Capital Management | 3.48% | Reduce -28.6% | 4,121,329 | $427.51M |
| 10 | First Pacific Advisors - First Pacific Advisors | 5.94% | Reduce -0.4% | 3,690,454 | $382.81M |
| 11 | Ruane Cunniff LP - Ruane Cunniff LP | 6.02% | Reduce -0.9% | 3,549,653 | $368.21M |
| 12 | First Eagle - First Eagle Investment Management | 0.97% | Add +0.2% | 3,534,287 | $366.61M |
| 13 | Li Lu - Himalaya Capital Management | 12.94% | - | 2,543,300 | $263.82M |
| 14 | David Abrams - Abrams Capital Management | 7.68% | - | 2,339,440 | $242.67M |
| 15 | Polen Capital Management - Polen Capital Management | 0.62% | Reduce -35.3% | 2,282,136 | $236.73M |
| 16 | Bill Ackman - Pershing Square Capital Management | 2.22% | New | 2,185,000 | $226.65M |
| 17 | Tweedy Browne Co. - Tweedy Browne Value Fund | 11.38% | Reduce -0.2% | 2,014,585 | $208.97M |
| 18 | Stanley Druckenmiller - Duquesne Family Office LLC | 3.95% | New | 877,720 | $91.05M |
| 19 | Leon Cooperman - Leon Cooperman | 5.31% | Reduce -10.5% | 850,000 | $88.17M |
| 20 | Bill Miller - Miller Value Partners | 3.88% | New | 598,779 | $62.11M |
| 21 | Thomas Gayner - Markel Asset Management | 0.70% | Add +42.9% | 533,000 | $55.29M |
| 22 | David Rolfe - Wedgewood Partners | 6.25% | Add +11.9% | 355,124 | $36.84M |
| 23 | Prem Watsa - Fairfax Financial Holdings | 1.99% | - | 336,620 | $34.89M |
| 24 | Josh Tarasoff - Greenlea Lane Capital | 11.78% | - | 284,650 | $29.53M |
| 25 | Francois Rochon - Giverny Capital | 1.33% | New | 213,177 | $22.11M |
| 26 | Torray Funds - Torray Funds | 3.49% | Reduce -0.1% | 187,580 | $19.46M |
| 27 | Samantha McLemore - Patient Capital Management | 3.29% | - | 71,200 | $7.39M |
| 28 | Hillman Value Fund - Hillman Value Fund | 2.30% | Reduce -0.4% | 58,494 | $6.07M |
| 29 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.04% | Add +16.1% | 31,740 | $3.29M |
| 30 | Glenn Greenberg - Brave Warrior Advisors | 0.07% | Add +75.5% | 23,088 | $2.39M |
| 31 | Thomas Russo - Gardner Russo & Quinn | 0.02% | Add +1.1% | 19,856 | $2.06M |
| 32 | Lindsell Train - Lindsell Train | 0.03% | Add +5.3% | 16,850 | $1.75M |
| 33 | Guy Spier - Aquamarine Capital | 0.86% | - | 16,000 | $1.66M |
| 34 | David Katz - Matrix Asset Advisors | 0.04% | Reduce -5.6% | 2,470 | $256.21K |
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