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NASDAQ · Communication Services

ALPHABET INC GOOGL

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
Internet

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 32 Current sample portfolio
Public mentions 11 Videos / interviews / letters
Valuation snapshot
PE 28.12 FCF 1.43% Buyback 1.38%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Berkshire Hathaway Warren Buffett 5.9% $15.6B 2026-03-31
Tiger Global Management Chase Coleman 13.4% $3.1B 2026-03-31
Oakmark / Harris Associates Bill Nygren 3.2% $2.4B 2026-03-31
Sands Capital Management Frank Sands 5.8% $1.5B 2026-03-31
Alkeon Capital Management 2.4% $1.5B 2026-03-31
Coatue Management Philippe Laffont 4.3% $1.2B 2026-03-31
Davis Advisors Chris Davis 4.1% $889.9M 2026-03-31
Fundsmith Terry Smith 6.6% $850.1M 2026-03-31
Greenwoods / Jinglin George Jiang 21.7% $840.1M 2026-03-31
Whale Rock Capital Management Alex Sacerdote 9.9% $768.3M 2026-03-31
Himalaya Capital Li Lu 22.8% $731.4M 2026-03-31
TCI Fund Management Chris Hohn 1.6% $706.5M 2026-03-31
Viking Global Investors Andreas Halvorsen 1.9% $689.0M 2026-03-31
Sequoia Fund 10.1% $608.9M 2026-03-31
Bridgewater Associates Ray Dalio 2.6% $574.5M 2026-03-31
Baillie Gifford legacy James Anderson 0.6% $559.9M 2026-03-31
Abrams Capital Management David Abrams 11.6% $536.5M 2026-03-31
Lindsell Train Nick Train 15.6% $490.2M 2026-03-31
First Eagle legacy Jean-Marie Eveillard 0.5% $344.6M 2026-03-31
Stockbridge Partners 6.8% $280.8M 2026-03-31
Eagle Capital Management 0.9% $275.6M 2026-03-31
Soros Fund Management George Soros 1.8% $165.0M 2026-03-31
Markel Group Tom Gayner 1.4% $164.5M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.5% $157.9M 2026-03-31
Soroban Capital Partners Eric Mandelblatt 0.3% $152.9M 2026-03-31
Baron Capital Ron Baron 0.3% $110.0M 2026-03-31
Giverny Capital Francois Rochon 3.7% $100.2M 2026-03-31
Tweedy, Browne Company 4.5% $57.0M 2026-03-31
Lone Pine Capital Stephen Mandel 0.4% $53.9M 2026-03-31
Third Point Dan Loeb 2.4% $50.3M 2026-03-31
Wedgewood Partners David Rolfe 9.2% $44.8M 2026-03-31
Brave Warrior Advisors Glenn Greenberg 0.1% $5.8M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 12 Last 2 13F filing periods
Net reducers 22 Last 2 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $12.9B Estimated from net added shares
Reduction amount $6.3B Estimated from net reduced shares
Net share change / base shares +22.9% +22,988,062 / 100,347,862
Berkshire Hathaway Warren Buffett 2 filing periods
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 204.0% 13F value change +$10.0B
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 17,846,142 Last 2 periods +36,403,656 (+204.0%) Total shares 54,249,798 Value $15.6B
Himalaya Capital Li Lu 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -3.6% 13F value change +$150.9M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 3.8% 13F value change -$37.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,543,300 Last 2 periods +0 (0.0%) Total shares 2,543,300 Value $731.4M
Pershing Square Capital Management Bill Ackman 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -86.0% 13F value change -$965.3M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -95.2% 13F value change -$203.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,843,973 Last 2 periods -4,811,597 (-99.3%) Total shares 32,376 Value $9.3M
Fundsmith Terry Smith 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -44.4% 13F value change -$433.9M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -15.5% 13F value change -$245.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,289,352 Last 2 periods -3,333,154 (-53.0%) Total shares 2,956,198 Value $850.1M
Third Point Dan Loeb 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$50.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +175,000 (New) Total shares 175,000 Value $50.3M
Coatue Management Philippe Laffont 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -5.3% 13F value change +$385.9M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -37.0% 13F value change -$901.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 7,221,115 Last 2 periods -2,907,689 (-40.3%) Total shares 4,313,426 Value $1.2B
Tiger Global Management Chase Coleman 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
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 10,631,402 Last 2 periods +0 (0.0%) Total shares 10,631,402 Value $3.1B
Lone Pine Capital Stephen Mandel 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$53.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +187,561 (New) Total shares 187,561 Value $53.9M
Viking Global Investors Andreas Halvorsen 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$834.5M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -10.1% 13F value change -$145.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +2,395,865 (New) Total shares 2,395,865 Value $689.0M
Duquesne Family Office Stanley Druckenmiller 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 276.7% 13F value change +$95,660
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$120,505
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 102,200 Last 2 periods -102,200 (-100.0%) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -40.1% 13F value change -$147.2M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 25.6% 13F value change +$76.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,653,896 Last 2 periods -656,222 (-24.7%) Total shares 1,997,674 Value $574.5M
Soros Fund Management George Soros 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -2.9% 13F value change +$40.0M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -10.2% 13F value change -$35.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 658,367 Last 2 periods -84,438 (-12.8%) Total shares 573,929 Value $165.0M
TCI Fund Management Chris Hohn 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$556.0M
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$706.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,155,110 Last 2 periods -698,110 (-22.1%) Total shares 2,457,000 Value $706.5M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 3.6% 13F value change +$40.8M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 5.4% 13F value change -$5.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 503,253 Last 2 periods +45,868 (+9.1%) Total shares 549,121 Value $157.9M
Giverny Capital Francois Rochon 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 0.6% 13F value change +$25.8M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -3.6% 13F value change -$12.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 359,143 Last 2 periods -10,674 (-3.0%) Total shares 348,469 Value $100.2M
Oakmark / Harris Associates Bill Nygren 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -21.8% 13F value change +$18.4M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -5.9% 13F value change -$377.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 11,407,227 Last 2 periods -3,013,283 (-26.4%) Total shares 8,393,944 Value $2.4B
Baron Capital Ron Baron 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.0% 13F value change +$11.0M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 142.9% 13F value change +$60.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 157,439 Last 2 periods +225,138 (+143.0%) Total shares 382,577 Value $110.0M
Sequoia Fund 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -7.7% 13F value change +$107.8M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.6% 13F value change -$71.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,356,719 Last 2 periods -239,075 (-10.1%) Total shares 2,117,644 Value $608.9M
Brave Warrior Advisors Glenn Greenberg 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -7.3% 13F value change +$1.0M
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 21,858 Last 2 periods -1,600 (-7.3%) Total shares 20,258 Value $5.8M
Eagle Capital Management 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -20.7% 13F value change +$5.9M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 6.6% 13F value change -$5.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,133,288 Last 2 periods -175,024 (-15.4%) Total shares 958,264 Value $275.6M
Whale Rock Capital Management Alex Sacerdote 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 79.5% 13F value change +$373.1M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 27.2% 13F value change +$110.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,170,283 Last 2 periods +1,501,538 (+128.3%) Total shares 2,671,821 Value $768.3M
Alkeon Capital Management 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -12.8% 13F value change -$361.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,802,558 Last 2 periods -743,940 (-12.8%) Total shares 5,058,618 Value $1.5B
Altimeter Capital Management Brad Gerstner 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 65.8% 13F value change +$86.4M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$162.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 313,132 Last 2 periods -313,132 (-100.0%) Total shares 0 Value $0
Stockbridge Partners 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$289.7M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 5.5% 13F value change -$8.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +976,482 (New) Total shares 976,482 Value $280.8M
Soroban Capital Partners Eric Mandelblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -33.2% 13F value change -$101.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -36.7% 13F value change -$51.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,257,370 Last 2 periods -725,500 (-57.7%) Total shares 531,870 Value $152.9M
Wedgewood Partners David Rolfe 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -20.9% 13F value change +$926,743
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -5.0% 13F value change -$6.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 207,232 Last 2 periods -51,531 (-24.9%) Total shares 155,701 Value $44.8M
Abrams Capital Management David Abrams 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -9.8% 13F value change +$83.5M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -2.7% 13F value change -$63.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 2,124,130 Last 2 periods -258,362 (-12.2%) Total shares 1,865,768 Value $536.5M
First Eagle legacy Jean-Marie Eveillard 2 filing periods
13F 2025-12-31 Filed 2026-02-04
Major reduction Shares -47.1% 13F value change -$253.8M
13F 2026-03-31 Filed 2026-05-12
Major reduction Shares -30.7% 13F value change -$196.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 3,268,864 Last 2 periods -2,070,627 (-63.3%) Total shares 1,198,237 Value $344.6M
Greenwoods / Jinglin George Jiang 2 filing periods
13F 2025-12-31 Filed 2026-02-06
Major increase Shares 52.8% 13F value change +$414.0M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 8.6% 13F value change -$1.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 1,760,320 Last 2 periods +1,161,314 (+66.0%) Total shares 2,921,634 Value $840.1M
Baillie Gifford legacy James Anderson 2 filing periods
13F 2025-12-31 Filed 2026-01-23
Major increase Shares 166.7% 13F value change +$423.1M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 2.1% 13F value change -$37.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 715,205 Last 2 periods +1,231,785 (+172.2%) Total shares 1,946,990 Value $559.9M
Sands Capital Management Frank Sands 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 3.5% 13F value change +$386.1M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 3.8% 13F value change -$72.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 4,771,097 Last 2 periods +353,397 (+7.4%) Total shares 5,124,494 Value $1.5B
Davis Advisors Chris Davis 2 filing periods
13F 2025-12-31 Filed 2026-02-02
Minor increase Shares 12.6% 13F value change +$302.6M
13F 2026-03-31 Filed 2026-05-07
Minor reduction Shares -0.8% 13F value change -$86.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 2,770,594 Last 2 periods +324,065 (+11.7%) Total shares 3,094,659 Value $889.9M
Tweedy, Browne Company 2 filing periods
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -14.7% 13F value change +$5.6M
13F 2026-03-31 Filed 2026-05-06
Minor reduction Shares -0.6% 13F value change -$5.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 233,967 Last 2 periods -35,626 (-15.2%) Total shares 198,341 Value $57.0M
Markel Group Tom Gayner 2 filing periods
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 572,000 Last 2 periods +0 (0.0%) Total shares 572,000 Value $164.5M
Lindsell Train Nick Train 2 filing periods
13F 2025-12-31 Filed 2026-02-11
Minor reduction Shares -6.5% 13F value change +$110.6M
13F 2026-03-31 Filed 2026-04-24
Major reduction Shares -18.4% 13F value change -$163.5M
Settlement As of 13F 2026-03-31 · Filed 2026-04-24
Base shares 2,234,098 Last 2 periods -529,459 (-23.7%) Total shares 1,704,639 Value $490.2M
Polen Capital Management 2 filing periods
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -23.6% 13F value change +$5.8M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -93.5% 13F value change -$105.4M
Settlement As of 13F 2025-12-31 · Filed 2026-02-12
Base shares 620,019 Last 2 periods -589,155 (-95.0%) Total shares 30,864 Value $9.7M
Corvex Management Keith Meister 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -64.9% 13F value change -$59.7M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$39.8M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 643,209 Last 2 periods -643,209 (-100.0%) Total shares 0 Value $0

Recent mentions

Polen Capital Focus Growth Commentary

Polen Capital Management

Polen Focus Growth's official strategy page and commentary material showcase its high-quality growth stock framework, portfolio concentration, and approach to communicating long-term performance.

Shareholder letter / fund letter

Giverny Capital Annual Letter 2025

Giverny Capital · Francois Rochon

François Rochon 2025 Letter to Partners Review Rochon Global Portfolio, AI investment boom, Canadian banks, Shopify, gold stocks, Alphabet, Meta and long-term principles.

Shareholder letter / fund letter

Sequoia Fund Year-End 2025 Letter

Sequoia Fund

Sequoia Fund's 2025 year-end letter discloses full-year returns of 22.13%, outperforming the S&P, and discusses portfolio resilience under tariff shocks, company quality, long-term processes and ETF conversion background.

Shareholder letter / fund letter

Fundsmith Equity Fund 2025 Annual Letter

Fundsmith · Terry Smith

Terry Smith explains why Fundsmith will continue to underperform MSCI World in 2025, focusing on index concentration, passive fund momentum, AI leader valuations, dollar weakness and persistence in not chasing index weights.

Shareholder letter / fund letter

Giverny Capital Annual Letter 2024

Giverny Capital · Francois Rochon

Giverny's 2024 Annual Letter reviews portfolio performance, long-term stock selection processes, great business holdings and review of mistakes, and is important context ahead of the 2025 letter.

Shareholder letter / fund letter

Sequoia Fund Year-End 2024 Letter

Sequoia Fund

The Sequoia Fund 2024 year-end letter reviews annual performance, concentrated holdings, company cases and long-term goals and is important material for understanding the state of the portfolio ahead of 2025.

Shareholder letter / fund letter

Third Point Q2 2024 Investor Letter

Third Point · Dan Loeb

Third Point Q2 2024 Investor Letter, discussing AI-related positions, new Apple positions, Corpay, Intercontinental Exchange, real world assets and the credit/M&A environment.

Shareholder letter / fund letter

Giverny Capital Annual Letter 2023

Giverny Capital · Francois Rochon

Giverny's 2023 annual letter discusses market rebounds, portfolio company operations, long-term investment principles and individual stock cases, reflecting Rochon's focus on growth in the intrinsic value of companies.

Shareholder letter / fund letter

Giverny Capital Annual Letter 2022

Giverny Capital · Francois Rochon

Giverny's 2022 letter covers rising rates, falling markets, portfolio drawdowns, and long-term principles and is important material for watching how Rochon communicates during a stressful year.

Shareholder letter / fund letter

TCI Public Letters to Alphabet

TCI Fund Management · Chris Hohn

TCI's official letters page publishes Chris Hohn's open letters to companies like Alphabet, demonstrating its focused approach to quality investing and governance engagement.

Public Q&A

Fundsmith Equity Fund 2022 Semi-Annual Letter

Fundsmith · Terry Smith

The 2022 semi-annual letter focuses on explaining the impact of inflation, gross margin, free cash flow yield and rising interest rates on high-quality growth portfolios.

Shareholder letter / fund letter

Mentioned by firms

Polen Capital Management Giverny Capital Francois Rochon Sequoia Fund Fundsmith Terry Smith Third Point Dan Loeb TCI Fund Management Chris Hohn