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GOOGL —
Alphabet Inc Cl A
CUSIP: 02079K305 · Held by 41 superinvestors · Combined value: $38,647,929,430
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 1.7% | $11,619,008,529 | 37,121,433 | ADD | +5,380,857 |
| 2 | Warren Buffett | 2.0% | $5,585,842,446 | 17,846,142 | - | - |
| 3 | Dodge & Cox | 1.8% | $3,390,765,934 | 10,833,118 | REDUCE | -505,659 |
| 4 | Chase Coleman | 11.2% | $3,327,628,826 | 10,631,402 | - | - |
| 5 | Bill Nygren | 3.5% | $2,791,515,947 | 8,918,581 | REDUCE | -2,488,646 |
| 6 | Philippe Laffont | 5.4% | $2,141,369,468 | 6,841,436 | REDUCE | -379,679 |
| 7 | William Von Mueffling | 7.1% | $1,319,368,242 | 4,215,234 | ADD | +31,702 |
| 8 | Terry Smith | 6.4% | $1,095,036,447 | 3,498,519 | REDUCE | -2,790,833 |
| 9 | Christopher Davis | 4.4% | $976,174,798 | 3,118,760 | ADD | +348,166 |
| 10 | Andreas Halvorsen | 2.2% | $834,543,136 | 2,666,272 | NEW BUY | +2,666,272 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Andreas Halvorsen | NEW BUY | +2,666,272 | New |
| Christopher Bloomstran | NEW BUY | +700 | New |
| Richard Pzena | NEW BUY | +171,157 | New |
| Christopher Davis | ADD | +348,166 | +12.6% |
| Francois Rochon | ADD | +2,255 | +0.6% |
| Harry Burn | ADD | +25,520 | +7.9% |
| Ken Griffin | ADD | +5,380,857 | +17.0% |
| Mairs & Power | ADD | +23,613 | +89.9% |
| Stanley Druckenmiller | ADD | +282,800 | +276.7% |
| William Von Mueffling | ADD | +31,702 | +0.8% |
| AltaRock Partners | REDUCE | -175,000 | -50.8% |
| Bill Ackman | REDUCE | -4,165,676 | -86.0% |
| Bill Nygren | REDUCE | -2,488,646 | -21.8% |
| David Abrams | REDUCE | -207,500 | -9.8% |
| David Katz | REDUCE | -5 | -0.1% |
| David Rolfe | REDUCE | -43,319 | -20.9% |
| Dodge & Cox | REDUCE | -505,659 | -4.5% |
| FPA Queens Road | REDUCE | -1,683 | -3.3% |
| First Eagle Investment Mgmt | REDUCE | -1,540,899 | -47.1% |
| Glenn Greenberg | REDUCE | -1,600 | -7.3% |
| Hillman Capital | REDUCE | -2 | -25.0% |
| Jensen Investment Mgmt | REDUCE | -259,096 | -14.5% |
| Jim Simons | REDUCE | -2,310,277 | -88.6% |
| Josh Tarasoff | REDUCE | -3,615 | -3.5% |
| Li Lu | REDUCE | -92,000 | -3.6% |
| Lindsell Train | REDUCE | -145,500 | -6.5% |
| Philippe Laffont | REDUCE | -379,679 | -5.3% |
| Polen Capital | REDUCE | -442,567 | -93.5% |
| Ray Dalio | REDUCE | -1,063,070 | -40.1% |
| Samantha McLemore | REDUCE | -31,696 | -5.2% |
| Steven Romick | REDUCE | -510,890 | -21.1% |
| Terry Smith | REDUCE | -2,790,833 | -44.4% |
| Thomas Russo | REDUCE | -570 | -3.7% |
| Torray LLC | REDUCE | -2,987 | -5.9% |
| Tweedy Browne | REDUCE | -34,406 | -14.7% |
| Lee Ainslie | SOLD | -14,308 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Stanley Druckenmiller | NEW BUY | +102,200 | New |
| Warren Buffett | NEW BUY | +17,846,142 | New |
| David Katz | ADD | +59 | +1.5% |
| David Rolfe | ADD | +5,929 | +2.9% |
| Dodge & Cox | ADD | +63,559 | +0.6% |
| Jim Simons | ADD | +2,604,387 | +110355.4% |
| Lindsell Train | ADD | +205,875 | +10.2% |
| Mairs & Power | ADD | +2,391 | +10.0% |
| Philippe Laffont | ADD | +5,210,434 | +259.1% |
| Samantha McLemore | ADD | +280 | - |
| AltaRock Partners | REDUCE | -701,038 | -67.1% |
| Bill Ackman | REDUCE | -519,007 | -9.7% |
| Bill Nygren | REDUCE | -4,342,649 | -27.6% |
| Christopher Davis | REDUCE | -83,819 | -2.9% |
| FPA Queens Road | REDUCE | -471 | -0.9% |
| First Eagle Investment Mgmt | REDUCE | -11,767 | -0.4% |
| Francois Rochon | REDUCE | -20,474 | -5.4% |
| Harry Burn | REDUCE | -110,460 | -25.4% |
| Hillman Capital | REDUCE | -17,200 | -100.0% |
| Jensen Investment Mgmt | REDUCE | -583,869 | -24.6% |
| Ken Griffin | REDUCE | -945,793 | -2.9% |
| Lee Ainslie | REDUCE | -12,329 | -46.3% |
| Polen Capital | REDUCE | -146,588 | -23.6% |
| Ray Dalio | REDUCE | -2,946,528 | -52.6% |
| Steven Romick | REDUCE | -56,092 | -2.3% |
| Terry Smith | REDUCE | -514,102 | -7.6% |
| Thomas Russo | REDUCE | -243 | -1.5% |
| Torray LLC | REDUCE | -2,425 | -4.6% |
| Tweedy Browne | REDUCE | -87,332 | -27.2% |
| William Von Mueffling | REDUCE | -46,058 | -1.1% |
| Chris Hohn | SOLD | -3,155,110 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Leon Cooperman | REDUCE | -47,636 | -36.6% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Leon Cooperman | REDUCE | -24,725 | -16.0% |
Who Owns GOOGL? Superinvestor Holdings
Alphabet Inc Cl A is held by 41 tracked superinvestors, with a combined position value of $38.6 billion . The largest positions are held by Ken Griffin (1.7% of portfolio), Warren Buffett (2.0% of portfolio), Dodge & Cox (1.8% of portfolio).
In the most recent quarter, 10 superinvestors added or initiated positions while 26 reduced or exited.