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 Q4 2023 it was held by 34 managers with an aggregate reported value of $12.92B, which is 1.14% of the combined portfolio.
As of Q4 2023, 34 tracked institutional managers held GOOGL (ALPHABET INC) with an aggregate reported value of $12.92B — 1.14% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2023
- Ticker
- GOOGL
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Bill Nygren - Oakmark Funds | 4.99% | Reduce -11.8% | 20,711,170 | $2.89B |
| 2 | Dodge & Cox - Dodge & Cox | 1.09% | Reduce -1.6% | 12,223,160 | $1.71B |
| 3 | Terry Smith - Fundsmith | 4.10% | Reduce -7.5% | 7,017,411 | $980.26M |
| 4 | Jensen Investment Management - Jensen Investment Management | 6.66% | Reduce -2.2% | 6,292,869 | $879.05M |
| 5 | AltaRock Partners - AltaRock Partners | 15.14% | Reduce -7.6% | 4,859,830 | $678.87M |
| 6 | Bill Ackman - Pershing Square Capital Management | 5.85% | - | 4,354,824 | $608.33M |
| 7 | William Von Mueffling - Cantillon Capital Management | 3.98% | Reduce -2.4% | 4,265,676 | $595.87M |
| 8 | Chase Coleman - Tiger Global Management | 4.03% | Reduce -24.0% | 4,056,925 | $566.71M |
| 9 | Christopher Davis - Davis Advisors | 2.78% | Reduce -1.3% | 3,522,043 | $492.05M |
| 10 | First Eagle - First Eagle Investment Management | 1.13% | Reduce -1.2% | 3,395,741 | $474.35M |
| 11 | Viking Global Investors - Viking Global Investors | 1.69% | New | 3,293,461 | $460.06M |
| 12 | First Pacific Advisors - First Pacific Advisors | 6.69% | Add +0.7% | 3,199,616 | $446.95M |
| 13 | Ruane Cunniff LP - Ruane Cunniff LP | 6.64% | Reduce -2.2% | 2,976,113 | $415.73M |
| 14 | Li Lu - Himalaya Capital Management | 17.25% | - | 2,543,300 | $355.27M |
| 15 | David Abrams - Abrams Capital Management | 10.08% | - | 2,322,340 | $324.41M |
| 16 | Polen Capital Management - Polen Capital Management | 0.72% | Reduce -1.5% | 2,138,915 | $298.79M |
| 17 | Tweedy Browne Co. - Tweedy Browne Value Fund | 13.69% | Reduce -0.0% | 2,007,252 | $280.39M |
| 18 | Leon Cooperman - Leon Cooperman | 4.32% | - | 650,000 | $90.8M |
| 19 | Samantha McLemore - Patient Capital Management | 4.44% | Reduce -4.9% | 600,588 | $83.9M |
| 20 | Thomas Gayner - Markel Asset Management | 0.84% | - | 555,000 | $77.53M |
| 21 | David Rolfe - Wedgewood Partners | 8.29% | Reduce -2.9% | 271,299 | $39.38M |
| 22 | Francois Rochon - Giverny Capital | 1.83% | Add +19.3% | 279,386 | $39.03M |
| 23 | Prem Watsa - Fairfax Financial Holdings | 2.61% | Reduce -17.9% | 274,620 | $38.36M |
| 24 | Torray Funds - Torray Funds | 4.09% | Add +0.2% | 180,997 | $25.28M |
| 25 | Chris Hohn - TCI Fund Management | 0.06% | New | 157,400 | $21.99M |
| 26 | Josh Tarasoff - Greenlea Lane Capital | 5.98% | Reduce -39.8% | 138,140 | $19.3M |
| 27 | Hillman Value Fund - Hillman Value Fund | 2.05% | Reduce -24.2% | 42,431 | $5.93M |
| 28 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.05% | Add +25.8% | 35,721 | $4.99M |
| 29 | Michael Burry - Scion Asset Management | 5.17% | New | 35,000 | $4.89M |
| 30 | Lee Ainslie - Maverick Capital | 0.07% | Add +30.6% | 23,498 | $3.28M |
| 31 | Thomas Russo - Gardner Russo & Quinn | 0.03% | Add +0.9% | 22,530 | $3.15M |
| 32 | Glenn Greenberg - Brave Warrior Advisors | 0.07% | Add +0.1% | 21,858 | $3.05M |
| 33 | Guy Spier - Aquamarine Capital | 0.98% | - | 16,000 | $2.24M |
| 34 | David Katz - Matrix Asset Advisors | 0.04% | Reduce -2.0% | 2,465 | $344.34K |
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