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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 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 10 Last 4 13F filing periods
Net reducers 17 Last 4 13F filing periods
Unchanged holders 4 Share count unchanged
Increase amount $2.5B Estimated from net added shares
Reduction amount $7.3B Estimated from net reduced shares
Net share change / base shares -24.3% -18,026,391 / 74,272,001
H&H International Investment Duan Yongping 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 75.2% 13F value change +$171.6M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -6.9% 13F value change +$95.9M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 2.5% 13F value change +$141.3M
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 1,110,600 Last 4 periods +2,595,400 (+233.7%) 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 4 periods +3,585,215 (New) Total shares 3,585,215 Value $1.0B
Himalaya Capital Li Lu 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-12
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 3.8% 13F value change +$199.0M
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 2,451,300 Last 4 periods +0 (0.0%) Total shares 2,451,300 Value $703.2M
Pershing Square Capital Management Bill Ackman 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.5% 13F value change +$394.0M
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 6,324,031 Last 4 periods -6,012,305 (-95.1%) Total shares 311,726 Value $89.4M
Appaloosa David Tepper 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -25.4% 13F value change -$47.9M
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -7.5% 13F value change +$71.8M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 28.8% 13F value change +$222.8M
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 2,010,000 Last 4 periods -277,300 (-13.8%) Total shares 1,732,700 Value $497.0M
Coatue Management Philippe Laffont 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$509.4M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -4.4% 13F value change +$118.4M
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 0 Last 4 periods +1,115,885 (New) 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 4 periods +387,002 (New) Total shares 387,002 Value $111.0M
TCI Fund Management Chris Hohn 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -6.4% 13F value change +$135.4M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -41.4% 13F value change -$449.9M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
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 13,855,735 Last 4 periods -5,001,716 (-36.1%) Total shares 8,854,019 Value $2.5B
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 66.4% 13F value change +$7.9M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 92.1% 13F value change +$27.4M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 8.7% 13F value change +$17.7M
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 56,647 Last 4 periods +129,773 (+229.1%) Total shares 186,420 Value $53.5M
Giverny Capital Francois Rochon 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -13.4% 13F value change -$2.0M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -2.4% 13F value change +$39.5M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 0.2% 13F value change +$45.2M
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 755,109 Last 4 periods -134,200 (-17.8%) Total shares 620,909 Value $178.1M
Oakmark / Harris Associates Bill Nygren 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -8.4% 13F value change +$9.3M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -13.1% 13F value change +$46.8M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -18.9% 13F value change +$12.8M
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 1,490,406 Last 4 periods -603,242 (-40.5%) Total shares 887,164 Value $254.5M
Dorsey Asset Management Pat Dorsey 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 3.6% 13F value change +$17.6M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -35.1% 13F value change -$12.9M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -49.5% 13F value change -$36.5M
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 638,751 Last 4 periods -638,751 (-100.0%) Total shares 0 Value $0
Baron Capital Ron Baron 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.5% 13F value change +$8.4M
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 117,250 Last 4 periods +21,768 (+18.6%) Total shares 139,018 Value $39.9M
Sequoia Fund 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -3.2% 13F value change +$20.6M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -2.5% 13F value change +$77.4M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -8.9% 13F value change +$52.9M
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 1,328,509 Last 4 periods -378,115 (-28.5%) Total shares 950,394 Value $272.6M
Triple Frond Partners 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -15.1% 13F value change +$76.0M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -35.8% 13F value change -$23.2M
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 648,905 Last 4 periods -295,446 (-45.5%) Total shares 353,459 Value $101.4M
Eagle Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -16.7% 13F value change -$64.2M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -3.7% 13F value change +$364.2M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -22.3% 13F value change +$1.9M
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 7,634,138 Last 4 periods -3,037,585 (-39.8%) Total shares 4,596,553 Value $1.3B
Soroban Capital Partners Eric Mandelblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
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 4 periods -1,444,082 (-40.4%) Total shares 2,131,498 Value $611.4M
Baupost Group Seth Klarman 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 26.8% 13F value change +$142,599
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -29.5% 13F value change -$14,693
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -41.5% 13F value change -$111,393
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 2,077,988 Last 4 periods -896,857 (-43.2%) Total shares 1,181,131 Value $338,819
Polen Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -11.7% 13F value change +$2.6M
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -29.3% 13F value change -$33.9M
13F 2025-12-31 Filed 2026-02-12
Minor reduction Shares -13.4% 13F value change +$130.8M
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 7,434,428 Last 4 periods -4,487,791 (-60.4%) Total shares 2,946,637 Value $845.3M
Weitz Investment Management Wallace Weitz 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-10
Minor reduction Shares -1.1% 13F value change +$28.3M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -21.0% 13F value change +$1.9M
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 445,600 Last 4 periods -118,850 (-26.7%) Total shares 326,750 Value $93.7M
Gardner Russo & Quinn Thomas Russo 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -0.3% 13F value change +$105.2M
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -8.7% 13F value change +$229.5M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -15.5% 13F value change +$101.1M
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 5,106,605 Last 4 periods -1,756,268 (-34.4%) Total shares 3,350,337 Value $961.1M
Mar Vista Investment Partners 4 filing periods
13F 2025-06-30 Filed 2025-08-11
Major reduction Shares -38.1% 13F value change -$12.3M
13F 2025-09-30 Filed 2025-11-12
Major increase Shares 18.2% 13F value change +$18.2M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -12.1% 13F value change +$6.3M
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 265,754 Last 4 periods -90,739 (-34.1%) Total shares 175,015 Value $50.2M
First Eagle legacy Jean-Marie Eveillard 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor increase Shares 4.7% 13F value change +$211.3M
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 0.2% 13F value change +$500.7M
13F 2025-12-31 Filed 2026-02-04
Minor reduction Shares -2.1% 13F value change +$479.3M
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 7,176,775 Last 4 periods +227,873 (+3.2%) Total shares 7,404,648 Value $2.1B
Vulcan Value Partners C.T. Fitzpatrick 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -6.0% 13F value change +$29.2M
13F 2025-09-30 Filed 2025-11-10
Major reduction Shares -37.1% 13F value change -$52.1M
13F 2025-12-31 Filed 2026-02-09
Major reduction Shares -15.3% 13F value change +$24.4M
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 1,861,409 Last 4 periods -1,184,853 (-63.7%) Total shares 676,556 Value $194.1M
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -4.4% 13F value change +$41.6M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -2.1% 13F value change +$181.2M
13F 2025-12-31 Filed 2026-01-23
Major increase Shares 29.0% 13F value change +$469.1M
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 3,105,472 Last 4 periods +393,772 (+12.7%) Total shares 3,499,244 Value $1.0B
Kahn Brothers Group 4 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$6.6M
13F 2025-09-30 Filed 2025-11-12
Major increase Shares 89.5% 13F value change +$26.2M
13F 2025-12-31 Filed 2026-02-12
Minor increase Shares 0.5% 13F value change +$9.7M
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 0 Last 4 periods +122,029 (New) Total shares 122,029 Value $35.0M
Davis Advisors Chris Davis 4 filing periods
13F 2025-06-30 Filed 2025-08-08
Minor increase Shares 0.6% 13F value change +$14.3M
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -0.7% 13F value change +$42.0M
13F 2025-12-31 Filed 2026-02-02
Minor increase Shares 10.0% 13F value change +$65.8M
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 646,697 Last 4 periods +30,910 (+4.8%) Total shares 677,607 Value $194.4M
Markel Group Tom Gayner 4 filing periods
13F 2025-06-30 Filed 2025-08-01
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
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 4 periods +0 (0.0%) Total shares 2,749,860 Value $788.8M
Yacktman Asset Management Stephen Yacktman 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -8.8% 13F value change +$7.8M
13F 2025-09-30 Filed 2025-11-04
Minor reduction Shares -8.9% 13F value change +$56.8M
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -3.1% 13F value change +$70.5M
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 1,404,452 Last 4 periods -277,918 (-19.8%) Total shares 1,126,534 Value $323.2M
Tweedy, Browne Company 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$2.2M
13F 2025-06-30 Filed 2025-07-29
Minor reduction Shares -7.9% 13F value change +$102,559
13F 2025-09-30 Filed 2025-11-20
Major reduction Shares -52.3% 13F value change -$805,665
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 0 Last 4 periods +0 (New) Total shares 0 Value $0
Sands Capital Management Frank Sands 3 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$97.5M
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -3.3% 13F value change +$9.5M
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 0 Last 4 periods +0 (New) Total shares 0 Value $0

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