LatticeworkTHE EVIDENCE DESK
← Discover companies

Investigate / reported ownership

GOOG

Alphabet Inc-cl C

34 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.

Who reports owning GOOG?

Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.

Go beyond ownership.

Customers pay Alphabet through online advertising, cloud-based infrastructure, platform and application services, and subscriptions, apps, devices and TPU systems.

Question to investigate: Can Alphabet adapt its advertising offerings to AI-driven change while earning adequate returns on its expanding AI infrastructure investment?

Company research reviewed 2026-10-03; a dated source-linked starting point, not the investors’ stated reasons.

Understand the business and investment case →
Filing dates and original SEC sources

A material reported change · Q2 2026

First Eagle Investment Management increased reported GOOG shares by 97.6%.

Holdings as of Jun 30, 2026 · filed Aug 24, 2026. Position at period end: 4.3% of the reported portfolio. The filing does not reveal the trade date, price, or reason.

Reported position changes

Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.

Explore earlier changes and contrasting evidence

Selected historical records. Retrospective outcomes do not establish predictive skill.

Compare the reported increases and reductions →
  1. Q2 2026

    filed Aug 24, 2026

    55d lag

    ADD+97.6%

    First Eagle Investment Management · 4.3% of reported portfolio

    Original SEC filing ↗

    -1.5% vs SPY

    28 sessions after disclosure

    direction not supported so far

  2. Q2 2026

    filed Aug 14, 2026

    45d lag

    TRIM-46.9%

    Duan Yongping · 5.3% of reported portfolio

    Original SEC filing ↗

    -0.1% vs SPY

    34 sessions after disclosure

    direction supported so far

  3. Q2 2026

    filed Aug 14, 2026

    45d lag

    ADD+65.3%

    Lee Ainslie · 4.6% of reported portfolio

    Original SEC filing ↗

    -0.1% vs SPY

    34 sessions after disclosure

    direction not supported so far

  4. Q2 2026

    filed Aug 14, 2026

    45d lag

    ADD+658.4%

    Warren Buffett · 3.2% of reported portfolio

    Original SEC filing ↗

    -0.1% vs SPY

    34 sessions after disclosure

    direction not supported so far

  5. Q2 2026

    filed Aug 14, 2026

    45d lag

    ADD+118.4%

    Bill Nygren · 0.9% of reported portfolio

    Original SEC filing ↗

    -0.1% vs SPY

    34 sessions after disclosure

    direction not supported so far

  6. Q2 2026

    filed Aug 10, 2026

    41d lag

    TRIM-20.3%

    Vulcan Value Partners · 5.1% of reported portfolio

    Original SEC filing ↗

    -0.8% vs SPY

    38 sessions after disclosure

    direction supported so far

Open the full position history →

Keep your next step small.

Save the company and inspect its evidence. Recording a private view is optional and requires a separate, explicit save.

Record my own view →
Optional email follow

Latticework Follow

Follow GOOG

Email me only when a reviewed weekly edition contains a material new decision about GOOG: a new position, exit, or a large share-count change that also clears the size threshold. There may be quiet weeks.

Confirm by email. Manage or stop follows in one click. See our privacy notice.

Long US 13F disclosures omit shorts and can be amended. CUSIP 02079K107. No current price, valuation or manager motive is inferred.