Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

GOOG · Alphabet Inc (Class C) · Form 13F filings for Q2 2026

Alphabet (Class C)

32 of 76 investors hold it

Together they reported $30.4 billion of it. In Q2 2026, 3 added and 4 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

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Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

3added or opened

Warren Buffett+658%Bill Nygren+118%Lee Ainslie+65.3%

4reduced or sold out

Bill AckmanSold outDuan Yongping−46.9%Polen Capital Management−26.5%Vulcan Value Partners−20.3%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
Li Lu23.39%$866MNo change of 20%
Bryan Lawrence15.55%$42MNo change of 20%
Thomas Russo12.07%$1.08BNo change of 20%
Francis Chou11.81%$26MNo change of 20%
John Armitage11.24%$1.16BNo change of 20%
Triple Frond Partners9.19%$103MNo change of 20%
Seth Klarman8.95%$485MNo change of 20%
David Tepper8.75%$654MNo change of 20%
Thomas Gayner7.40%$972MNo change of 20%
Francois Rochon7.19%$214MNo change of 20%
Kahn Brothers Group6.75%$43MNo change of 20%
Chris Hohn6.66%$3.51BNo change of 20%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

34Q3 ’24
34Q4 ’24
33Q1 ’25
33Q2 ’25
32Q3 ’25
33Q4 ’25
34Q1 ’26
32Q2 ’26

Where to next

Warren BuffettLargest holder by dollars: $9.61B →Li LuHighest conviction: 23.39% of the portfolio →Alphabet (Class A)The other share class, reported separately →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 02079K107 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing