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 Q2 2023 it was held by 33 managers with an aggregate reported value of $11.59B, which is 1.05% of the combined portfolio.
As of Q2 2023, 33 tracked institutional managers held GOOGL (ALPHABET INC) with an aggregate reported value of $11.59B — 1.05% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2023
- Ticker
- GOOGL
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Bill Nygren - Oakmark Funds | 6.05% | Reduce -27.2% | 26,850,730 | $3.21B |
| 2 | Dodge & Cox - Dodge & Cox | 1.00% | Reduce -2.9% | 12,473,910 | $1.49B |
| 3 | Terry Smith - Fundsmith | 3.82% | Reduce -0.2% | 7,615,636 | $911.59M |
| 4 | Jensen Investment Management - Jensen Investment Management | 5.50% | Add +1.0% | 6,265,198 | $749.94M |
| 5 | AltaRock Partners - AltaRock Partners | 16.49% | Reduce -8.7% | 5,736,600 | $686.67M |
| 6 | William Von Mueffling - Cantillon Capital Management | 3.67% | Add +6.4% | 4,384,547 | $524.83M |
| 7 | Chase Coleman - Tiger Global Management | 3.81% | Reduce -54.4% | 3,812,025 | $456.3M |
| 8 | Christopher Davis - Davis Advisors | 2.63% | Reduce -16.2% | 3,606,619 | $431.77M |
| 9 | First Eagle - First Eagle Investment Management | 1.06% | Reduce -1.8% | 3,469,382 | $415.29M |
| 10 | First Pacific Advisors - First Pacific Advisors | 5.80% | Reduce -10.0% | 3,320,150 | $397.42M |
| 11 | Ruane Cunniff LP - Ruane Cunniff LP | 6.16% | Reduce -8.1% | 3,262,832 | $390.56M |
| 12 | Li Lu - Himalaya Capital Management | 16.99% | - | 2,543,300 | $304.43M |
| 13 | David Abrams - Abrams Capital Management | 7.99% | Reduce -0.7% | 2,322,340 | $277.98M |
| 14 | Polen Capital Management - Polen Capital Management | 0.67% | Reduce -1.1% | 2,256,727 | $270.13M |
| 15 | Bill Ackman - Pershing Square Capital Management | 2.42% | - | 2,185,000 | $261.54M |
| 16 | Tweedy Browne Co. - Tweedy Browne Value Fund | 12.62% | Reduce -0.3% | 2,007,952 | $240.35M |
| 17 | Daniel Loeb - Third Point | 2.50% | Reduce -70.0% | 1,425,000 | $170.57M |
| 18 | Leon Cooperman - Leon Cooperman | 4.22% | Reduce -23.5% | 650,000 | $77.81M |
| 19 | Samantha McLemore - Patient Capital Management | 4.15% | Add +775.1% | 623,103 | $74.59M |
| 20 | Thomas Gayner - Markel Asset Management | 0.78% | Add +3.2% | 550,000 | $65.84M |
| 21 | David Rolfe - Wedgewood Partners | 6.61% | Reduce -3.6% | 342,458 | $40.99M |
| 22 | Prem Watsa - Fairfax Financial Holdings | 2.13% | Reduce -0.6% | 334,620 | $40.05M |
| 23 | Francois Rochon - Giverny Capital | 1.40% | Add +4.6% | 222,888 | $26.68M |
| 24 | Josh Tarasoff - Greenlea Lane Capital | 8.51% | Reduce -31.5% | 194,925 | $23.33M |
| 25 | Torray Funds - Torray Funds | 3.82% | Reduce -1.7% | 184,375 | $22.07M |
| 26 | Hillman Value Fund - Hillman Value Fund | 2.46% | Reduce -0.4% | 58,268 | $6.97M |
| 27 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.04% | Reduce -2.5% | 30,931 | $3.7M |
| 28 | Lee Ainslie - Maverick Capital | 0.06% | New | 22,057 | $2.64M |
| 29 | Glenn Greenberg - Brave Warrior Advisors | 0.07% | Reduce -5.4% | 21,838 | $2.61M |
| 30 | Thomas Russo - Gardner Russo & Quinn | 0.03% | Add +7.9% | 21,430 | $2.57M |
| 31 | Lindsell Train - Lindsell Train | 0.04% | - | 16,850 | $2.02M |
| 32 | Guy Spier - Aquamarine Capital | 0.91% | - | 16,000 | $1.92M |
| 33 | David Katz - Matrix Asset Advisors | 0.04% | Reduce -6.7% | 2,305 | $275.91K |
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