Superinvestor Moves: Alphabet Inc. – Tracking Top Investor Activity Last Quarter
Image Source: Pixabay
Data from our SuperinvestorHub platform reveals that one of the most popular stocks held last quarter was Alphabet Inc. (GOOGL), the parent company of Google. Our coverage includes 55 top investors, including Warren Buffett, Howard Marks, Jeremy Grantham, and Joel Greenblatt. As part of our ongoing series, we’re breaking down quarterly activity for one stock based on the latest 13F filings from these superinvestors. This week, we’re looking at:
Alphabet Inc. (GOOGL)
Alphabet is the holding company of Google, a global leader in online advertising, search engines, cloud computing, and consumer tech. It operates through segments including Google Services (Search, YouTube, Android, Chrome), Google Cloud, and Other Bets (Waymo, Verily). The company remains one of the most dominant forces in digital advertising and artificial intelligence.
Here’s a breakdown of all the activity from last quarter related to the stock:
GOOGL – Investor Activity
| Investor | Current Shares | Change | Value |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC (Cliff Asness) | 3,160,455 | ↑ +444,588 Previously: 2,715,867 |
$0.48B |
| DAVIS SELECTED ADVISERS (Chris Davis) | 3,039,483 | ↑ +23,779 Previously: 3,015,704 |
$0.47B |
| GOTHAM ASSET MANAGEMENT, LLC (Joel Greenblatt) | 425,060 | ↑ +30,556 Previously: 394,504 |
$0.07B |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC (Jeremy Grantham) | 7,833,961 | ↑ +452,043 Previously: 7,381,918 |
$1.21B |
| LINDSELL TRAIN LTD (Nick Train) | 18,225 | NEW POSITION | $0.00B |
| MARKEL GROUP INC. (Tom Gayner) | 557,000 | ↑ +2,000 Previously: 555,000 |
$0.09B |
| PERSHING SQUARE CAPITAL MANAGEMENT, L.P. (Bill Ackman) | 4,437,980 | ↑ +451,492 Previously: 3,986,488 |
$0.69B |
| POINT72 ASSET MANAGEMENT, L.P. (Steve Cohen) | 401,962 | NEW POSITION | $0.06B |
| WEDGEWOOD PARTNERS INC (David Rolfe) | 247,928 | ↑ +893 Previously: 247,035 |
$0.04B |
| ABRAMS CAPITAL MANAGEMENT, L.P. (David Abrams) | 2,124,130 | No change Previously: 2,124,130 |
$0.33B |
| AQUAMARINE ZURICH AG (Guy Spier) | 16,000 | No change Previously: 16,000 |
$0.00B |
| BRAVE WARRIOR ADVISORS, LLC (Glenn Greenberg) | 21,858 | No change Previously: 21,858 |
$0.00B |
| COOPERMAN LEON G (Leon Cooperman) | 650,000 | No change Previously: 650,000 |
$0.10B |
| HIMALAYA CAPITAL MANAGEMENT LLC (Li Lu) | 2,543,300 | No change Previously: 2,543,300 |
$0.39B |
| TIGER GLOBAL MANAGEMENT LLC (Chase Coleman) | 10,308,800 | No change Previously: 10,308,800 |
$1.59B |
| BRIDGEWATER ASSOCIATES, LP (Ray Dalio) | 3,042,327 | ↓ -578,981 Previously: 3,621,308 |
$0.47B |
| FISHER ASSET MANAGEMENT, LLC (Ken Fisher) | 37,016,311 | ↓ -13,598,727 Previously: 50,615,038 |
$5.72B |
| FUNDSMITH LLP (Terry Smith) | 6,843,213 | ↓ -5,065 Previously: 6,848,278 |
$1.06B |
| GAMCO INVESTORS, INC. ET AL (Mario Gabelli) | 57,037 | ↓ -7,794 Previously: 64,831 |
$0.01B |
| GARDNER RUSSO & QUINN LLC (Tom Russo) | 15,611 | ↓ -4,855 Previously: 20,466 |
$0.00B |
| GIVERNY CAPITAL INC. (Francois Rochon) | 255,940 | ↓ -583 Previously: 256,523 |
$0.04B |
| TCI FUND MANAGEMENT LTD (Chris Hohn) | 4,085,110 | ↓ -1,942,300 Previously: 6,027,410 |
$0.63B |
| TWEEDY, BROWNE CO LLC (Tweedy Browne) | 672,947 | ↓ -63,868 Previously: 736,815 |
$0.10B |
More By This Author:
Synchrony Financial: Is This Deeply Undervalued Stock A Hidden Gem?
Tesla, Inc.: Our Calculation Of Intrinsic Value
U.S Large-Cap Stocks Analysis
Comments
