GOOG
Alphabet Inc-cl C
34 of the 83 super-investors we track hold GOOG, worth a combined $31.32B per their latest 13F filings. The largest position: Li Lu at 23.4% of their portfolio. This quarter the cohort logged 1 buy and 3 sells on the name. Conviction score: 67 of 100 (how strongly the cohort backs it) — ranked #10 of 742 stocks. The stock is up 10.6x since a tracked investor first held it at conviction size (Q3 2015 or earlier). Conviction easing: 2 fewer super-investors hold it than in 2026Q1.
Held through it: Chris Hohn (35q straight), David Tepper (41q straight), Thomas Russo (43q straight) and 36 more. All multibaggers the cohort held →
Why super-investors own GOOG
GOOG is held by 34 super-investors in our cohort, with a combined position value of $31.3B. The highest-conviction owner is Li Lu at 23.4% of their portfolio. This quarter the cohort registered 1 added, 3 trimmed.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- GOOGL Stock: Google Loses More AI Talent As Two Experts Reportedly Move To AnthropicStocktwits ·
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- Why Is Wall Street Doubting Google Stock?Trefis ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (34) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Warren Buffett | 3.2% | 2q | $9.61B | 27,188,433 |
| 2 | Dodge & Cox Funds | 2.2% | 40q | $4.23B | 11,961,097 |
| 3 | Chris Hohn | 6.7% | 36q | $3.51B | 9,938,819 |
| 4 | First Eagle Investment Management | 4.3% | 40q | $2.59B | 7,316,252 |
| 5 | John Armitage | 11.2% | 38q | $1.16B | 3,291,594 |
| 6 | Thomas Russo | 12.1% | 40q | $1.08B | 3,048,077 |
| 7 | Thomas Gayner | 7.4% | 40q | $972M | 2,749,860 |
| 8 | Joel Greenblatt | 0.5% | 39q | $899M | 2,545,533 |
| 9 | Li Lu | 23.4% | 25q | $866M | 2,451,300 |
| 10 | Polen Capital Management | 6.6% | 40q | $765M | 2,165,218 |
| 11 | Duan Yongping | 3.6% | 30q | $696M | 1,968,600 |
| 12 | Bill Nygren | 0.9% | 40q | $685M | 1,937,306 |
| 13 | David Tepper | 8.7% | 40q | $654M | 1,850,000 |
| 14 | Mairs & Power Funds | 5.5% | 40q | $595M | 1,683,439 |
| 15 | Lee Ainslie | 4.6% | 30q | $510M | 1,442,118 |
| 16 | Seth Klarman | 8.9% | 26q | $485M | 1,371,931 |
| 17 | First Pacific Advisors | 5.8% | 40q | $471M | 1,333,205 |
| 18 | Yacktman Asset Management | 4.9% | 30q | $399M | 1,129,129 |
| 19 | Francois Rochon | 7.2% | 40q | $214M | 605,460 |
| 20 | Christopher Davis | 0.9% | 40q | $199M | 564,274 |
| 21 | Vulcan Value Partners | 5.8% | 37q | $191M | 539,472 |
| 22 | Sarah Ketterer | 1.2% | 24q | $112M | 316,217 |
| 23 | Triple Frond Partners | 9.2% | 26q | $103M | 291,544 |
| 24 | Wallace Weitz | 6.6% | 40q | $95M | 268,100 |
| 25 | Bill Ackman | 0.7% | 13q | $89M | 311,726 |
| 26 | David Katz | 3.9% | 40q | $48M | 135,829 |
| 27 | Bryan Lawrence | 15.6% | 37q | $42M | 118,161 |
| 28 | Kahn Brothers Group | 6.2% | 5q | $35M | 122,029 |
| 29 | Francis Chou | 11.8% | 9q | $26M | 72,390 |
| 30 | Robert Olstein | 0.5% | 37q | $2M | 7,500 |
| 31 | Torray Funds | 0.3% | 35q | $2M | 6,019 |
| 32 | Glenn Greenberg | <0.1% | 32q | $1M | 3,790 |
| 33 | Christopher Bloomstran | 0.1% | 2q | $859K | 2,432 |
| 34 | Hillman Capital Management | 0.3% | 24q | $364K | 1,030 |
- 1Warren Buffettport3.2%val$9.61B27,188,433 sh·2q held
- 2Dodge & Cox Fundsport2.2%val$4.23B11,961,097 sh·40q held
- 3Chris Hohnport6.7%val$3.51B9,938,819 sh·36q held
- 4First Eagle Investment Managementport4.3%val$2.59B7,316,252 sh·40q held
- 5John Armitageport11.2%val$1.16B3,291,594 sh·38q held
- 6Thomas Russoport12.1%val$1.08B3,048,077 sh·40q held
- 7Thomas Gaynerport7.4%val$972M2,749,860 sh·40q held
- 8Joel Greenblattport0.5%val$899M2,545,533 sh·39q held
- 9Li Luport23.4%val$866M2,451,300 sh·25q held
- 10Polen Capital Managementport6.6%val$765M2,165,218 sh·40q held
- 11Duan Yongpingport3.6%val$696M1,968,600 sh·30q held
- 12Bill Nygrenport0.9%val$685M1,937,306 sh·40q held
- 13David Tepperport8.7%val$654M1,850,000 sh·40q held
- 14Mairs & Power Fundsport5.5%val$595M1,683,439 sh·40q held
- 15Lee Ainslieport4.6%val$510M1,442,118 sh·30q held
- 16Seth Klarmanport8.9%val$485M1,371,931 sh·26q held
- 17First Pacific Advisorsport5.8%val$471M1,333,205 sh·40q held
- 18Yacktman Asset Managementport4.9%val$399M1,129,129 sh·30q held
- 19Francois Rochonport7.2%val$214M605,460 sh·40q held
- 20Christopher Davisport0.9%val$199M564,274 sh·40q held
- 21Vulcan Value Partnersport5.8%val$191M539,472 sh·37q held
- 22Sarah Kettererport1.2%val$112M316,217 sh·24q held
- 23Triple Frond Partnersport9.2%val$103M291,544 sh·26q held
- 24Wallace Weitzport6.6%val$95M268,100 sh·40q held
- 25Bill Ackmanport0.7%val$89M311,726 sh·13q held
- 26David Katzport3.9%val$48M135,829 sh·40q held
- 27Bryan Lawrenceport15.6%val$42M118,161 sh·37q held
- 28Kahn Brothers Groupport6.2%val$35M122,029 sh·5q held
- 29Francis Chouport11.8%val$26M72,390 sh·9q held
- 30Robert Olsteinport0.5%val$2M7,500 sh·37q held
- 31Torray Fundsport0.3%val$2M6,019 sh·35q held
- 32Glenn Greenbergport<0.1%val$1M3,790 sh·32q held
- 33Christopher Bloomstranport0.1%val$859K2,432 sh·2q held
- 34Hillman Capital Managementport0.3%val$364K1,030 sh·24q held
Owners of GOOG also hold
Congress is trading GOOG
Congress tracker →- Jerry Moranbought$1,001 - $15,000 · 2026-06-23
- Cleo Fieldsbought$1,001 - $15,000 · 2026-06-15
- Daniel Crenshawsold$1,001 - $15,000 · 2026-06-01
- Jerry Moransold$1,001 - $15,000 · 2026-05-27
- John Fettermanbought$1,001 - $15,000 · 2026-03-30
- Cleo Fieldsbought$1,001 - $15,000 · 2026-03-16
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (4)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Warren Buffett | ADD | 3.2% | +658% | $9.61B | Aug 14, 2026 |
| Duan Yongping | TRIM | 3.6% | -47% | $696M | Aug 14, 2026 |
| Vulcan Value Partners | TRIM | 5.8% | -20% | $191M | Aug 10, 2026 |
| Bill Ackman | TRIM | 0.7% | -95% | $89M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 02079K107. Not investment advice.