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NASDAQ · Technology

Alphabet Inc Class C GOOG

Alphabet is a technology holding company centered on Google search and advertising, with YouTube, Google Cloud, Android, hardware, and Other Bets.

Sources Alphabet investor relations abc.xyz
Computer Software: Programming Data Processing

Company profile

Business mix

  • Google Services: search, YouTube, ad networks, Android, Chrome, hardware, and subscriptions.
  • Google Cloud: infrastructure, data platforms, Workspace, and AI services.
  • Other Bets: long-duration projects such as Waymo.

Current key questions

  • Does generative AI weaken search economics or improve ads and user experience?
  • Can Google Cloud keep improving scale and margins as AI demand grows?
  • How do regulation, default-search agreements, and capex affect valuation?
Holders 28 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 27.98 FCF 1.44% Buyback 1.38%
2026-06-07

Current firm holders

Firm Weight Value Filing period
TCI Fund Management Chris Hohn 5.6% $2.5B 2026-03-31
First Eagle legacy Jean-Marie Eveillard 2.8% $2.1B 2026-03-31
Eagle Capital Management 4.4% $1.3B 2026-03-31
H&H International Investment Duan Yongping 5.3% $1.1B 2026-03-31
Berkshire Hathaway Warren Buffett 0.4% $1.0B 2026-03-31
Baillie Gifford legacy James Anderson 1.0% $1.0B 2026-03-31
Gardner Russo & Quinn Thomas Russo 11.3% $961.1M 2026-03-31
Polen Capital Management 5.8% $845.3M 2026-03-31
Markel Group Tom Gayner 6.6% $788.8M 2026-03-31
Himalaya Capital Li Lu 22.0% $703.2M 2026-03-31
Soroban Capital Partners Eric Mandelblatt 1.2% $611.4M 2026-03-31
Appaloosa David Tepper 8.4% $497.0M 2026-03-31
Yacktman Asset Management Stephen Yacktman 4.3% $323.2M 2026-03-31
Coatue Management Philippe Laffont 1.1% $320.1M 2026-03-31
Sequoia Fund 4.5% $272.6M 2026-03-31
Oakmark / Harris Associates Bill Nygren 0.3% $254.5M 2026-03-31
Davis Advisors Chris Davis 0.9% $194.4M 2026-03-31
Vulcan Value Partners C.T. Fitzpatrick 5.1% $194.1M 2026-03-31
Giverny Capital Francois Rochon 6.5% $178.1M 2026-03-31
Bridgewater Associates Ray Dalio 0.5% $111.0M 2026-03-31
Triple Frond Partners 10.5% $101.4M 2026-03-31
Weitz Investment Management Wallace Weitz 6.5% $93.7M 2026-03-31
Pershing Square Capital Management Bill Ackman 0.7% $89.4M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $53.5M 2026-03-31
Mar Vista Investment Partners 5.0% $50.2M 2026-03-31
Baron Capital Ron Baron 0.1% $39.9M 2026-03-31
Kahn Brothers Group 6.2% $35.0M 2026-03-31
Baupost Group Seth Klarman 6.6% $338,819 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 8 Last 1 13F filing periods
Net reducers 21 Last 1 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $2.0B Estimated from net added shares
Reduction amount $3.3B Estimated from net reduced shares
Net share change / base shares -7.6% -4,611,233 / 60,856,843
H&H International Investment Duan Yongping 1 filing periods
13F 2026-03-31 Filed 2026-05-19
Major increase Shares 99.7% 13F value change +$480.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-19
Base shares 1,855,400 Last 1 periods +1,850,600 (+99.7%) Total shares 3,706,000 Value $1.1B
Berkshire Hathaway Warren Buffett 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$1.0B
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +3,585,215 (New) Total shares 3,585,215 Value $1.0B
Himalaya Capital Li Lu 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -3.6% 13F value change -$92.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,543,300 Last 1 periods -92,000 (-3.6%) Total shares 2,451,300 Value $703.2M
Pershing Square Capital Management Bill Ackman 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -94.9% 13F value change -$1.8B
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,163,871 Last 1 periods -5,852,145 (-94.9%) Total shares 311,726 Value $89.4M
Appaloosa David Tepper 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -3.0% 13F value change -$63.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,786,931 Last 1 periods -54,231 (-3.0%) Total shares 1,732,700 Value $497.0M
Coatue Management Philippe Laffont 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -44.2% 13F value change -$307.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,000,536 Last 1 periods -884,651 (-44.2%) Total shares 1,115,885 Value $320.1M
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$111.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +387,002 (New) Total shares 387,002 Value $111.0M
TCI Fund Management Chris Hohn 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 16.5% 13F value change +$156.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 7,596,819 Last 1 periods +1,257,200 (+16.5%) Total shares 8,854,019 Value $2.5B
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -5.3% 13F value change -$8.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 196,826 Last 1 periods -10,406 (-5.3%) Total shares 186,420 Value $53.5M
Giverny Capital Francois Rochon 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.9% 13F value change -$22.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 639,507 Last 1 periods -18,598 (-2.9%) Total shares 620,909 Value $178.1M
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -7.7% 13F value change -$47.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 961,570 Last 1 periods -74,406 (-7.7%) Total shares 887,164 Value $254.5M
Dorsey Asset Management Pat Dorsey 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$68.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 216,906 Last 1 periods -216,906 (-100.0%) Total shares 0 Value $0
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 18.0% 13F value change +$2.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 117,784 Last 1 periods +21,234 (+18.0%) Total shares 139,018 Value $39.9M
Sequoia Fund 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -16.8% 13F value change -$85.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,142,353 Last 1 periods -191,959 (-16.8%) Total shares 950,394 Value $272.6M
Triple Frond Partners 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 353,459 Last 1 periods +0 (0.0%) Total shares 353,459 Value $101.4M
Eagle Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -3.5% 13F value change -$176.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,762,992 Last 1 periods -166,439 (-3.5%) Total shares 4,596,553 Value $1.3B
Soroban Capital Partners Eric Mandelblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -40.4% 13F value change -$259.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,575,580 Last 1 periods -1,444,082 (-40.4%) Total shares 2,131,498 Value $611.4M
Baupost Group Seth Klarman 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 8.6% 13F value change -$2,338
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,087,181 Last 1 periods +93,950 (+8.6%) Total shares 1,181,131 Value $338,819
Polen Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -26.7% 13F value change -$415.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 4,018,121 Last 1 periods -1,071,484 (-26.7%) Total shares 2,946,637 Value $845.3M
Weitz Investment Management Wallace Weitz 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -6.1% 13F value change -$15.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 347,900 Last 1 periods -21,150 (-6.1%) Total shares 326,750 Value $93.7M
Gardner Russo & Quinn Thomas Russo 1 filing periods
13F 2026-03-31 Filed 2026-05-13
Minor reduction Shares -14.8% 13F value change -$272.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 3,931,197 Last 1 periods -580,860 (-14.8%) Total shares 3,350,337 Value $961.1M
Mar Vista Investment Partners 1 filing periods
13F 2026-03-31 Filed 2026-05-13
Minor increase Shares 2.4% 13F value change -$3.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 170,978 Last 1 periods +4,037 (+2.4%) Total shares 175,015 Value $50.2M
First Eagle legacy Jean-Marie Eveillard 1 filing periods
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 0.5% 13F value change -$188.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 7,369,114 Last 1 periods +35,534 (+0.5%) Total shares 7,404,648 Value $2.1B
Vulcan Value Partners C.T. Fitzpatrick 1 filing periods
13F 2026-03-31 Filed 2026-05-11
Major reduction Shares -27.4% 13F value change -$98.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 931,879 Last 1 periods -255,323 (-27.4%) Total shares 676,556 Value $194.1M
Baillie Gifford legacy James Anderson 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -6.7% 13F value change -$173.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 3,750,936 Last 1 periods -251,692 (-6.7%) Total shares 3,499,244 Value $1.0B
Kahn Brothers Group 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -9.9% 13F value change -$7.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 135,416 Last 1 periods -13,387 (-9.9%) Total shares 122,029 Value $35.0M
Davis Advisors Chris Davis 1 filing periods
13F 2026-03-31 Filed 2026-05-07
Minor reduction Shares -4.7% 13F value change -$28.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 710,963 Last 1 periods -33,356 (-4.7%) Total shares 677,607 Value $194.4M
Markel Group Tom Gayner 1 filing periods
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 2,749,860 Last 1 periods +0 (0.0%) Total shares 2,749,860 Value $788.8M
Yacktman Asset Management Stephen Yacktman 1 filing periods
13F 2026-03-31 Filed 2026-05-01
Minor reduction Shares -0.3% 13F value change -$31.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 1,129,807 Last 1 periods -3,273 (-0.3%) Total shares 1,126,534 Value $323.2M
Tweedy, Browne Company 1 filing periods
13F 2025-12-31 Filed 2026-02-03
Sold out Shares -100.0% 13F value change -$1.5M
Settlement As of 13F 2025-12-31 · Filed 2026-02-03
Base shares 6,272 Last 1 periods -6,272 (-100.0%) Total shares 0 Value $0
Sands Capital Management Frank Sands 1 filing periods
13F 2025-09-30 Filed 2025-11-13
Sold out Shares -100.0% 13F value change -$107.0M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 603,385 Last 1 periods -603,385 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.