Decision Timeline

GOOGL, decision by decision.

Not just who owns it now. This is the sequence of material choices managers reported, when each choice became visible, and the observed result after disclosure.

Material decisions: 68
Buy / add: 21
Trim / exit: 47

The cohort disagreed in Q2 2026.

At least one tracked manager bought or added while another trimmed or exited. The disagreement is the signal; it is not collapsed into a consensus score.

Eight-quarter evidence

8 reported quarters

Q2 2026
filed Aug 14, 2026
45d lag
TRIM-45.4%
Chase Coleman · 13.4% of reported portfolio
Original SEC filing ↗
+0.1% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
ADD+45.2%
Warren Buffett · 9.4% of reported portfolio
Original SEC filing ↗
+0.1% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
ADD+485.7%
Daniel Loeb · 7.9% of reported portfolio
Original SEC filing ↗
+0.1% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
TRIM-50.7%
Terry Smith · 7.4% of reported portfolio
Original SEC filing ↗
+0.1% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
TRIM-25.4%
Bill Nygren · 3.2% of reported portfolio
Original SEC filing ↗
+0.1% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
NEWNEW
Stanley Druckenmiller · 2.8% of reported portfolio
Original SEC filing ↗
+0.1% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
EXITEXIT
Viking Global Investors · 1.9% of reported portfolio
Original SEC filing ↗
+0.1% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 13, 2026
44d lag
TRIM-26.6%
David Abrams · 11.6% of reported portfolio
Original SEC filing ↗
-0.0% vs SPY
35 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 7, 2026
38d lag
TRIM-45.0%
Jensen Investment Management · 8.2% of reported portfolio
Original SEC filing ↗
-3.7% vs SPY
39 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 7, 2026
38d lag
TRIM-28.8%
Tweedy Browne · 4.5% of reported portfolio
Original SEC filing ↗
-3.7% vs SPY
39 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 29, 2026
29d lag
TRIM-95.4%
William Von Mueffling · 7.1% of reported portfolio
Original SEC filing ↗
-1.0% vs SPY
46 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 15, 2026
15d lag
TRIM-24.5%
Lindsell Train · 15.6% of reported portfolio
Original SEC filing ↗
-5.8% vs SPY
56 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
ADD+204.0%
Warren Buffett · 5.9% of reported portfolio
Original SEC filing ↗
-18.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
EXITEXIT
Stanley Druckenmiller · 2.9% of reported portfolio
Original SEC filing ↗
-18.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
NEWNEW
Daniel Loeb · 2.4% of reported portfolio
Original SEC filing ↗
-18.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
NEWNEW
Chris Hohn · 1.6% of reported portfolio
Original SEC filing ↗
-18.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
TRIM-95.2%
Bill Ackman · 1.4% of reported portfolio
Original SEC filing ↗
-18.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
TRIM-74.4%
AltaRock Partners · 1.0% of reported portfolio
Original SEC filing ↗
-18.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 14, 2026
44d lag
TRIM-30.7%
First Eagle Investment Management · 1.0% of reported portfolio
Original SEC filing ↗
-18.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 7, 2026
37d lag
TRIM-26.9%
Harry Burn · 3.5% of reported portfolio
Original SEC filing ↗
-16.6% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TRIM-20.9%
David Rolfe · 9.2% of reported portfolio
Original SEC filing ↗
+23.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TRIM-21.1%
First Pacific Advisors · 8.1% of reported portfolio
Original SEC filing ↗
+23.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TRIM-86.0%
Bill Ackman · 8.0% of reported portfolio
Original SEC filing ↗
+23.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TRIM-35.4%
Terry Smith · 7.4% of reported portfolio
Original SEC filing ↗
+23.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TRIM-21.8%
Bill Nygren · 4.4% of reported portfolio
Original SEC filing ↗
+23.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ADD+276.7%
Stanley Druckenmiller · 2.9% of reported portfolio
Original SEC filing ↗
+23.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
NEWNEW
Viking Global Investors · 2.2% of reported portfolio
Original SEC filing ↗
+23.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ADD+56.0%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
+23.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 13, 2026
44d lag
TRIM-50.8%
AltaRock Partners · 1.5% of reported portfolio
Original SEC filing ↗
+22.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 12, 2026
43d lag
TRIM-93.5%
Polen Capital Management · 0.4% of reported portfolio
Original SEC filing ↗
+21.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 4, 2026
35d lag
TRIM-47.1%
First Eagle Investment Management · 1.4% of reported portfolio
Original SEC filing ↗
+11.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Jan 15, 2026
15d lag
EXITEXIT
Guy Spier · 1.2% of reported portfolio
Original SEC filing ↗
+0.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 20, 2025
51d lag
TRIM-27.2%
Tweedy Browne · 5.3% of reported portfolio
Original SEC filing ↗
-0.8% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TRIM-27.6%
Bill Nygren · 4.5% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TRIM-67.1%
AltaRock Partners · 3.4% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TRIM-100.0%
Hillman Capital Management · 1.7% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
NEWNEW
Warren Buffett · 1.6% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
EXITEXIT
Chris Hohn · 1.1% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
NEWNEW
Stanley Druckenmiller · 0.6% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
ADD+200.3%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 12, 2025
43d lag
TRIM-23.6%
Polen Capital Management · 0.3% of reported portfolio
Original SEC filing ↗
+8.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 6, 2025
37d lag
TRIM-24.6%
Jensen Investment Management · 4.9% of reported portfolio
Original SEC filing ↗
+12.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 6, 2025
37d lag
TRIM-25.4%
Harry Burn · 2.6% of reported portfolio
Original SEC filing ↗
+12.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
TRIM-69.7%
AltaRock Partners · 10.7% of reported portfolio
Original SEC filing ↗
+34.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+20.8%
Bill Ackman · 6.9% of reported portfolio
Original SEC filing ↗
+34.2% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
TRIM-22.9%
Hillman Capital Management · 1.7% of reported portfolio
Original SEC filing ↗
+34.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
TRIM-22.8%
Chris Hohn · 1.5% of reported portfolio
Original SEC filing ↗
+34.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
TRIM-70.8%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+34.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 13, 2025
44d lag
ADD+48.3%
Francois Rochon · 2.3% of reported portfolio
Original SEC filing ↗
+37.5% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Aug 12, 2025
224d lag
TRIM-26.0%
Francois Rochon · 2.2% of reported portfolio
Original SEC filing ↗
+37.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 8, 2025
39d lag
ADD+11028.8%
Lindsell Train · 8.4% of reported portfolio
Original SEC filing ↗
+36.1% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 6, 2025
37d lag
NEWNEW
Harry Burn · 2.6% of reported portfolio
Original SEC filing ↗
+34.3% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 5, 2025
36d lag
TRIM-62.3%
Torray Funds · 3.2% of reported portfolio
Original SEC filing ↗
+36.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Jul 29, 2025
29d lag
TRIM-52.3%
Tweedy Browne · 9.2% of reported portfolio
Original SEC filing ↗
+28.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Jul 8, 2025
8d lag
NEWNEW
Robert Vinall · 1.1% of reported portfolio
Original SEC filing ↗
+34.0% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
TRIM-32.2%
Chris Hohn · 2.7% of reported portfolio
Original SEC filing ↗
+14.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
TRIM-38.2%
Hillman Capital Management · 2.5% of reported portfolio
Original SEC filing ↗
+14.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
EXITEXIT
Viking Global Investors · 2.2% of reported portfolio
Original SEC filing ↗
+14.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
ADD+55.7%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+14.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 12, 2025
42d lag
TRIM-50.3%
Polen Capital Management · 0.6% of reported portfolio
Original SEC filing ↗
+17.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
EXITEXIT
Prem Watsa · 4.1% of reported portfolio
Original SEC filing ↗
-6.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
ADD+186.6%
Viking Global Investors · 2.2% of reported portfolio
Original SEC filing ↗
-6.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
ADD+134.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-6.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 12, 2025
43d lag
TRIM-56.7%
Tweedy Browne · 13.5% of reported portfolio
Original SEC filing ↗
-7.7% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Feb 10, 2025
133d lag
TRIM-39.1%
Polen Capital Management · 1.0% of reported portfolio
Original SEC filing ↗
-11.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
EXITEXIT
Daniel Loeb · 4.1% of reported portfolio
Original SEC filing ↗
+2.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
NEWNEW
Viking Global Investors · 0.8% of reported portfolio
Original SEC filing ↗
+2.5% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 4, 2024
35d lag
TRIM-20.5%
Jensen Investment Management · 7.0% of reported portfolio
Original SEC filing ↗
+7.5% vs SPY
63 sessions after disclosure
direction not supported so far

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