← Super investors
GOOGL
Alphabet Inc-cl A
37 super-investor ownerscombined $43.81Blargest position 24.5%
1 NEW2 ADD6 TRIM
37 of the 83 super-investors we track hold GOOGL, worth a combined $43.81B per their latest 13F filings. The largest position: Li Lu at 24.5% of their portfolio. This quarter the cohort logged 3 buys and 6 sells on the name. Conviction score: 66 of 100 (how strongly the cohort backs it) — ranked #13 of 742 stocks. The stock is up 10.1x since a tracked investor first held it at conviction size (Q3 2015 or earlier). Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Held through it: Tweedy Browne (42q straight), AltaRock Partners (26q straight), Glenn Greenberg (34q straight) and 35 more. All multibaggers the cohort held →
Why super-investors own GOOGL
GOOGL is held by 37 super-investors in our cohort, with a combined position value of $43.8B. The highest-conviction owner is Li Lu at 24.5% of their portfolio. Cohort ownership has grown from 34 to 36 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 2 added, 6 trimmed.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Warren Buffett's Successor, Greg Abel, Keeps Buying This Incredible Artificial Intelligence (AI) Stock That Buffett Also LovedThe Globe and Mail ·
- Alphabet (GOOGL) Faces FTC Lawsuit Risk As AI Departures And Delays Mountsimplywall.st ·
- These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Amazon Holds Key LevelInvestor's Business Daily ·
- SpaceX vs. Alphabet: Which Is the Best Artificial Intelligence (AI) Stock to Buy Now?The Globe and Mail ·
- GOOGL Stock: Google Loses More AI Talent As Two Experts Reportedly Move To AnthropicStocktwits ·
- Alphabet: Sergey Brin Is Right About AGI, And Heavy CapEx Spending Is A MustSeeking Alpha ·
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.
Now: 36
Peak: 37
Owners (37) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Warren Buffett | 9.4% | 4q | $28.16B | 78,791,167 |
| 2 | Dodge & Cox Funds | 2.0% | 40q | $3.81B | 10,658,860 |
| 3 | Bill Nygren | 3.0% | 40q | $2.24B | 6,264,999 |
| 4 | Chase Coleman | 8.7% | 25q | $2.07B | 5,805,687 |
| 5 | Joel Greenblatt | 0.6% | 40q | $1.07B | 2,990,581 |
| 6 | Christopher Davis | 4.5% | 40q | $1.05B | 2,937,160 |
| 7 | Li Lu | 24.5% | 17q | $909M | 2,543,300 |
| 8 | Chris Hohn | 1.7% | 30q | $878M | 2,457,000 |
| 9 | First Pacific Advisors | 6.2% | 40q | $503M | 1,408,518 |
| 10 | David Abrams | 8.9% | 33q | $490M | 1,370,495 |
| 11 | Lindsell Train | 17.5% | 20q | $460M | 1,286,845 |
| 12 | Daniel Loeb | 7.9% | 19q | $366M | 1,025,000 |
| 13 | Jensen Investment Management | 6.9% | 39q | $285M | 797,098 |
| 14 | Thomas Gayner | 1.6% | 40q | $204M | 572,000 |
| 15 | Terry Smith | 4.4% | 18q | $200M | 558,963 |
| 16 | Samantha McLemore | 6.2% | 19q | $188M | 525,750 |
| 17 | First Eagle Investment Management | 0.3% | 40q | $185M | 518,922 |
| 18 | Stanley Druckenmiller | 2.8% | 25q | $120M | 336,300 |
| 19 | Francois Rochon | 3.7% | 40q | $111M | 310,118 |
| 20 | Harry Burn | 2.6% | 31q | $83M | 232,766 |
| 21 | Stephen Mandel | 0.5% | 4q | $77M | 215,574 |
| 22 | Richard Pzena | 0.2% | 3q | $61M | 171,157 |
| 23 | William Von Mueffling | 9.2% | 40q | $61M | 171,066 |
| 24 | Tweedy Browne | 3.8% | 40q | $50M | 141,282 |
| 25 | David Rolfe | 9.4% | 40q | $45M | 127,237 |
| 26 | Josh Tarasoff | 9.8% | 24q | $36M | 100,035 |
| 27 | Mairs & Power Funds | 0.2% | 40q | $19M | 54,128 |
| 28 | Torray Funds | 2.2% | 40q | $16M | 45,093 |
| 29 | AltaRock Partners | 0.4% | 27q | $15M | 41,994 |
| 30 | Robert Vinall | 3.0% | 11q | $12M | 32,520 |
| 31 | Polen Capital Management | 0.1% | 40q | $10M | 27,810 |
| 32 | Bill Ackman | 0.1% | 13q | $9M | 32,376 |
| 33 | Glenn Greenberg | 0.2% | 35q | $7M | 20,258 |
| 34 | Thomas Russo | <0.1% | 40q | $4M | 11,114 |
| 35 | David Katz | 0.1% | 23q | $1M | 3,907 |
| 36 | Christopher Bloomstran | <0.1% | 4q | $250K | 700 |
| 37 | Hillman Capital Management | <0.1% | 22q | $1K | 4 |
Sort↑
- 1Warren Buffettport9.4%val$28.16B78,791,167 sh·4q held
- 2Dodge & Cox Fundsport2.0%val$3.81B10,658,860 sh·40q held
- 3Bill Nygrenport3.0%val$2.24B6,264,999 sh·40q held
- 4Chase Colemanport8.7%val$2.07B5,805,687 sh·25q held
- 5Joel Greenblattport0.6%val$1.07B2,990,581 sh·40q held
- 6Christopher Davisport4.5%val$1.05B2,937,160 sh·40q held
- 7Li Luport24.5%val$909M2,543,300 sh·17q held
- 8Chris Hohnport1.7%val$878M2,457,000 sh·30q held
- 9First Pacific Advisorsport6.2%val$503M1,408,518 sh·40q held
- 10David Abramsport8.9%val$490M1,370,495 sh·33q held
- 11Lindsell Trainport17.5%val$460M1,286,845 sh·20q held
- 12Daniel Loebport7.9%val$366M1,025,000 sh·19q held
- 13Jensen Investment Managementport6.9%val$285M797,098 sh·39q held
- 14Thomas Gaynerport1.6%val$204M572,000 sh·40q held
- 15Terry Smithport4.4%val$200M558,963 sh·18q held
- 16Samantha McLemoreport6.2%val$188M525,750 sh·19q held
- 17First Eagle Investment Managementport0.3%val$185M518,922 sh·40q held
- 18Stanley Druckenmillerport2.8%val$120M336,300 sh·25q held
- 19Francois Rochonport3.7%val$111M310,118 sh·40q held
- 20Harry Burnport2.6%val$83M232,766 sh·31q held
- 21Stephen Mandelport0.5%val$77M215,574 sh·4q held
- 22Richard Pzenaport0.2%val$61M171,157 sh·3q held
- 23William Von Muefflingport9.2%val$61M171,066 sh·40q held
- 24Tweedy Browneport3.8%val$50M141,282 sh·40q held
- 25David Rolfeport9.4%val$45M127,237 sh·40q held
- 26Josh Tarasoffport9.8%val$36M100,035 sh·24q held
- 27Mairs & Power Fundsport0.2%val$19M54,128 sh·40q held
- 28Torray Fundsport2.2%val$16M45,093 sh·40q held
- 29AltaRock Partnersport0.4%val$15M41,994 sh·27q held
- 30Robert Vinallport3.0%val$12M32,520 sh·11q held
- 31Polen Capital Managementport0.1%val$10M27,810 sh·40q held
- 32Bill Ackmanport0.1%val$9M32,376 sh·13q held
- 33Glenn Greenbergport0.2%val$7M20,258 sh·35q held
- 34Thomas Russoport<0.1%val$4M11,114 sh·40q held
- 35David Katzport0.1%val$1M3,907 sh·23q held
- 36Christopher Bloomstranport<0.1%val$250K700 sh·4q held
- 37Hillman Capital Managementport<0.1%val$1K4 sh·22q held
Owners of GOOGL also hold
Congress is trading GOOGL
Congress tracker →309 disclosed trades by 78 members of Congress163 buys · 146 sells
- Michael Rullisold$50,001 - $100,000 · 2026-08-24
- William R. Keatingbought$1,001 - $15,000 · 2026-08-11
- David J. Taylorbought$1,001 - $15,000 · 2026-08-11
- Thomas H. Kean Jrsold$1,001 - $15,000 · 2026-07-22
- David J. Taylorbought$1,001 - $15,000 · 2026-07-17
- Michael Rullibought$1,001 - $15,000 · 2026-06-29
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (9)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Warren Buffett | ADD | 9.4% | +45% | $28.16B | Aug 14, 2026 |
| Chase Coleman | TRIM | 8.7% | -45% | $2.07B | Aug 14, 2026 |
| Daniel Loeb | ADD | 7.9% | +486% | $366M | Aug 14, 2026 |
| Stanley Druckenmiller | NEW | 2.8% | +100% | $120M | Aug 14, 2026 |
| Terry Smith | TRIM | 4.4% | -51% | $200M | Aug 14, 2026 |
| David Abrams | TRIM | 8.9% | -27% | $490M | Aug 13, 2026 |
| William Von Mueffling | TRIM | 9.2% | -95% | $61M | Jul 29, 2026 |
| Lindsell Train | TRIM | 17.5% | -25% | $460M | Jul 15, 2026 |
| Bill Ackman | TRIM | 0.1% | -95% | $9M | May 15, 2026 |
- ADDWarren Buffett9.4%Δ +45%·$28.16B·filed Aug 14, 2026
- TRIMChase Coleman8.7%Δ -45%·$2.07B·filed Aug 14, 2026
- ADDDaniel Loeb7.9%Δ +486%·$366M·filed Aug 14, 2026
- NEWStanley Druckenmiller2.8%Δ +100%·$120M·filed Aug 14, 2026
- TRIMTerry Smith4.4%Δ -51%·$200M·filed Aug 14, 2026
- TRIMDavid Abrams8.9%Δ -27%·$490M·filed Aug 13, 2026
- TRIMWilliam Von Mueffling9.2%Δ -95%·$61M·filed Jul 29, 2026
- TRIMLindsell Train17.5%Δ -25%·$460M·filed Jul 15, 2026
- TRIMBill Ackman0.1%Δ -95%·$9M·filed May 15, 2026
Long US equity 13F-HR filings only. CUSIP 02079K305. Not investment advice.