GOOGL
Alphabet Inc-cl A
37 super-investors hold GOOGL worth a combined $32.48B. The largest position: Li Lu at 22.8% of their portfolio. This quarter the cohort logged 4 buys and 4 sells on the name. Cohort Conviction Score: 66 — ranked #13 of 724 scored stocks. Conviction rising: 2 more super-investors hold it than in 2025Q4.
Why super-investors own GOOGL
Ownership within the cohort has nearly doubled over two years — from 17 to a current 37 — with 2026Q1 alone bringing three new entrants: Chris Hohn, Daniel Loeb, and Stephen Mandel. Warren Buffett added to an existing position, while Stanley Druckenmiller was the sole full exit. Concentration at the top is notable: Li Lu carries GOOGL at 22.8% of his portfolio, Lindsell Train at 15.6%, and Chase Coleman at 13.4% — the latter representing $3.1B, the largest single dollar holding in the group. Combined cohort exposure stands at $32.5B across 37 owners. Bill Ackman and AltaRock Partners trimmed, but the broader directional signal is clear: super-investor interest in GOOGL is rising, not fading.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Warren Buffett Says Alphabet (GOOGL) Can Beat 95% of Wall Street Stock PicksYahoo Finance ·
- GOOGL Stock: Do AI Growth Drivers Justify the Premium Valuation?Yahoo Finance Singapore ·
- Alphabet’s AI Spending Question Looms Over Q2 EarningsMarketBeat ·
- What Alphabet Stock’s Calm Price Doesn’t Tell You About Its Potential SwingTrefis ·
- Warren Buffett tells CNBC he initiated Berkshire Hathaway's investment in AlphabetCNBC ·
- Alphabet Inc. (GOOGL): 8 Best Stocks to Buy Following Federal Reserve Pivot ExpectationsYahoo Finance ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (37) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Warren Buffett | 5.9% | 3q | $15.60B | 54,249,798 |
| 2 | Chase Coleman | 13.4% | 24q | $3.06B | 10,631,402 |
| 3 | Dodge & Cox Funds | 1.7% | 40q | $3.06B | 10,624,415 |
| 4 | Bill Nygren | 3.2% | 40q | $2.41B | 8,393,944 |
| 5 | William Von Mueffling | 7.1% | 40q | $1.07B | 3,715,061 |
| 6 | Christopher Davis | 4.1% | 40q | $890M | 3,094,659 |
| 7 | Joel Greenblatt | 0.6% | 39q | $817M | 2,840,082 |
| 8 | Li Lu | 22.8% | 16q | $731M | 2,543,300 |
| 9 | Chris Hohn | 1.6% | 29q | $707M | 2,457,000 |
| 10 | Viking Global Investors | 1.9% | 25q | $689M | 2,395,865 |
| 11 | David Abrams | 11.6% | 32q | $537M | 1,865,768 |
| 12 | Lindsell Train | 15.6% | 19q | $490M | 1,704,639 |
| 13 | First Pacific Advisors | 6.8% | 40q | $484M | 1,683,493 |
| 14 | Jensen Investment Management | 8.2% | 38q | $417M | 1,449,021 |
| 15 | First Eagle Investment Management | 0.5% | 40q | $345M | 1,198,237 |
| 16 | Terry Smith | 7.4% | 17q | $326M | 1,134,379 |
| 17 | Thomas Gayner | 1.4% | 40q | $164M | 572,000 |
| 18 | Samantha McLemore | 5.7% | 18q | $154M | 533,993 |
| 19 | Francois Rochon | 3.7% | 39q | $100M | 348,469 |
| 20 | Harry Burn | 2.5% | 31q | $74M | 255,671 |
| 21 | Tweedy Browne | 4.5% | 40q | $57M | 198,341 |
| 22 | Stephen Mandel | 0.4% | 4q | $54M | 187,561 |
| 23 | Daniel Loeb | 2.4% | 19q | $50M | 175,000 |
| 24 | Richard Pzena | 0.2% | 2q | $49M | 171,157 |
| 25 | David Rolfe | 9.2% | 40q | $45M | 155,701 |
| 26 | Josh Tarasoff | 8.4% | 23q | $29M | 100,035 |
| 27 | Mairs & Power Funds | 0.2% | 40q | $16M | 55,766 |
| 28 | Torray Funds | 2.0% | 40q | $13M | 46,370 |
| 29 | AltaRock Partners | 0.3% | 26q | $12M | 43,391 |
| 30 | Robert Vinall | 2.4% | 10q | $9M | 32,520 |
| 31 | Bill Ackman | 0.1% | 13q | $9M | 32,376 |
| 32 | Polen Capital Management | 0.1% | 40q | $8M | 28,195 |
| 33 | Glenn Greenberg | 0.1% | 34q | $6M | 20,258 |
| 34 | Thomas Russo | <0.1% | 40q | $3M | 11,610 |
| 35 | David Katz | 0.1% | 22q | $1M | 3,922 |
| 36 | Christopher Bloomstran | <0.1% | 3q | $201K | 700 |
| 37 | Hillman Capital Management | <0.1% | 21q | $2K | 6 |
- 1Warren Buffettport5.9%val$15.60B54,249,798 sh·3q held
- 2Chase Colemanport13.4%val$3.06B10,631,402 sh·24q held
- 3Dodge & Cox Fundsport1.7%val$3.06B10,624,415 sh·40q held
- 4Bill Nygrenport3.2%val$2.41B8,393,944 sh·40q held
- 5William Von Muefflingport7.1%val$1.07B3,715,061 sh·40q held
- 6Christopher Davisport4.1%val$890M3,094,659 sh·40q held
- 7Joel Greenblattport0.6%val$817M2,840,082 sh·39q held
- 8Li Luport22.8%val$731M2,543,300 sh·16q held
- 9Chris Hohnport1.6%val$707M2,457,000 sh·29q held
- 10Viking Global Investorsport1.9%val$689M2,395,865 sh·25q held
- 11David Abramsport11.6%val$537M1,865,768 sh·32q held
- 12Lindsell Trainport15.6%val$490M1,704,639 sh·19q held
- 13First Pacific Advisorsport6.8%val$484M1,683,493 sh·40q held
- 14Jensen Investment Managementport8.2%val$417M1,449,021 sh·38q held
- 15First Eagle Investment Managementport0.5%val$345M1,198,237 sh·40q held
- 16Terry Smithport7.4%val$326M1,134,379 sh·17q held
- 17Thomas Gaynerport1.4%val$164M572,000 sh·40q held
- 18Samantha McLemoreport5.7%val$154M533,993 sh·18q held
- 19Francois Rochonport3.7%val$100M348,469 sh·39q held
- 20Harry Burnport2.5%val$74M255,671 sh·31q held
- 21Tweedy Browneport4.5%val$57M198,341 sh·40q held
- 22Stephen Mandelport0.4%val$54M187,561 sh·4q held
- 23Daniel Loebport2.4%val$50M175,000 sh·19q held
- 24Richard Pzenaport0.2%val$49M171,157 sh·2q held
- 25David Rolfeport9.2%val$45M155,701 sh·40q held
- 26Josh Tarasoffport8.4%val$29M100,035 sh·23q held
- 27Mairs & Power Fundsport0.2%val$16M55,766 sh·40q held
- 28Torray Fundsport2.0%val$13M46,370 sh·40q held
- 29AltaRock Partnersport0.3%val$12M43,391 sh·26q held
- 30Robert Vinallport2.4%val$9M32,520 sh·10q held
- 31Bill Ackmanport0.1%val$9M32,376 sh·13q held
- 32Polen Capital Managementport0.1%val$8M28,195 sh·40q held
- 33Glenn Greenbergport0.1%val$6M20,258 sh·34q held
- 34Thomas Russoport<0.1%val$3M11,610 sh·40q held
- 35David Katzport0.1%val$1M3,922 sh·22q held
- 36Christopher Bloomstranport<0.1%val$201K700 sh·3q held
- 37Hillman Capital Managementport<0.1%val$2K6 sh·21q held
Owners of GOOGL also hold
Recent activity (8)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Warren Buffett | ADD | 5.9% | +204% | $15.60B | May 15, 2026 |
| Bill Ackman | TRIM | 0.1% | -95% | $9M | May 15, 2026 |
| AltaRock Partners | TRIM | 0.3% | -74% | $12M | May 15, 2026 |
| Chris Hohn | NEW | 1.6% | +100% | $707M | May 15, 2026 |
| Daniel Loeb | NEW | 2.4% | +100% | $50M | May 15, 2026 |
| Stanley Druckenmiller | EXIT | 2.9% | -100% | $0 | May 15, 2026 |
| Stephen Mandel | NEW | 0.4% | +100% | $54M | May 15, 2026 |
| Thomas Russo | TRIM | <0.1% | -22% | $3M | May 13, 2026 |
- ADDWarren Buffett5.9%Δ +204%·$15.60B·filed May 15, 2026
- TRIMBill Ackman0.1%Δ -95%·$9M·filed May 15, 2026
- TRIMAltaRock Partners0.3%Δ -74%·$12M·filed May 15, 2026
- NEWChris Hohn1.6%Δ +100%·$707M·filed May 15, 2026
- NEWDaniel Loeb2.4%Δ +100%·$50M·filed May 15, 2026
- EXITStanley Druckenmiller2.9%Δ -100%·$0·filed May 15, 2026
- NEWStephen Mandel0.4%Δ +100%·$54M·filed May 15, 2026
- TRIMThomas Russo<0.1%Δ -22%·$3M·filed May 13, 2026
Long US equity 13F-HR filings only. CUSIP 02079K305. Not investment advice.