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GOOG

Alphabet Inc. Class C · XNAS · GOOG + GOOGL + GOOGM + GOOGN

Season
Q2 2026 · as of Jun 30
Holders
65 of 97 filed · prev 66
Median weight
5.37%
Sector
Technology
Classes
GOOG · GOOGL · GOOGM pref · GOOGN pref · US

Moves51 this quarter

Streakslongest holders · 50 quarters on record

  1. Wedgewood David Rolfe, CIO 9.4%50+ quarters
  2. Sequoia 16.2%49 quarters
  3. Cantillon William von Mueffling, CEO 9.2%49 quarters
  4. Appaloosa David Tepper, portfolio manager 8.8%49 quarters
  5. Polen Dan Davidowitz, portfolio manager 6.7%49 quarters

The record for GOOG begins Q1 2014: 50 quarters.

Over time50 quarters, Q1 2014 to Q2 2026

Managers holding65 Q2 2026

Largest weight24.6% Q2 2026

Holders65 of 97 filed · 3 exited

HimalayaGOOGGOOGLLi Lu, portfolio manager47.94%—$1.8Bheld—25 q
LindsellGOOGLMichael Lindsell, CEO17.49%1,286,845$459.9Mtrimmed−25%−1.86 pp25 q
SequoiaGOOGGOOGL16.17%—$1.0Btrimmed−3.10 pp49 q
OakcliffGOOGBryan Lawrence, portfolio manager15.55%118,161$41.7Mheld—38 q
CheckGOOGpartialSteven Check, CIO13.80%2,003,281$707.8Madded×2.9+1.59 pp23 q
BerkshireGOOGGOOGLGreg Abel, CEO12.62%—$37.8Badded+12.60 pp4 q
FPAGOOGGOOGLSteven Romick, CEO12.23%—$974.4Mtrimmed−0.15 pp46 q
RussoGOOGGOOGLTimothy Quinn, portfolio manager12.11%—$1.1Btrimmed−1.52 pp27 q
ChouGOOGFrancis Chou, portfolio manager11.81%72,390$25.6Mheld—9 q
EgertonGOOGJohn Armitage, CIO11.24%3,291,594$1.2Btrimmed−5%−0.23 pp3 q
GivernyGOOGGOOGLFrançois Rochon, CEO10.92%—$324.8Mtrimmed−1.46 pp46 q
GreenleaGOOGLJosh Tarasoff, portfolio manager9.82%100,035$35.7Mheld—23 q
Third PointGOOGLGOOGMprefGOOGNprefDaniel Loeb, CIO9.53%—$442.5Madded+7.11 pp2 q
WedgewoodGOOGLDavid Rolfe, CIO9.39%127,237$45.5Mtrimmed−18%−0.14 pp50+ q
KensicoGOOGLJohn Whalen, CIO9.25%1,509,500$539.5Mheld—14 q
Triple FrondGOOGStuart McLaughlin, portfolio manager9.19%291,544$103.0Mtrimmed−18%−1.34 pp26 q
CantillonGOOGLWilliam von Mueffling, CEO9.19%171,066$61.1Mtrimmed−95%−2.09 pp49 q
MarkelGOOGGOOGLTom Gayner, CEO8.96%—$1.2Bheld—46 q
BaupostGOOGSeth Klarman, portfolio manager8.95%1,371,931$484.7Madded+16%+2.33 pp26 q
AbramsGOOGLDavid Abrams, founder8.94%1,370,495$489.8Mtrimmed−27%−2.63 pp33 q
AppaloosaGOOGDavid Tepper, portfolio manager8.75%1,850,000$653.7Madded+7%+0.37 pp49 q
Tiger GlobalGOOGLChase Coleman, CIO8.65%5,805,687$2.1Btrimmed−45%−4.73 pp17 q
TCIGOOGGOOGLChris Hohn, founder8.31%—$4.4Badded+1.03 pp36 q
JensenGOOGLRobert McIver, CEO6.91%797,098$284.9Mtrimmed−45%−1.30 pp20 q
Whale RockGOOGLAlex Sacerdote, founder6.88%2,396,352$856.4Mtrimmed−10%−3.04 pp4 q
KahnGOOGThomas Kahn, portfolio manager6.75%120,906$42.7Mtrimmed−1%−0.54 pp5 q
PolenGOOGGOOGLDan Davidowitz, portfolio manager6.68%—$775.0Mtrimmed−1.54 pp49 q
WeitzGOOGBrad Hinton, CIO6.56%268,100$94.7Mheld−18%—49 q
PatientGOOGLSamantha McLemore, CIO6.24%525,750$187.9Mtrimmed−2%−0.51 pp19 q
VulcanGOOGC.T. Fitzpatrick, CIO5.80%539,472$190.6Mtrimmed−20%−0.66 pp33 q
TorrayGOOGGOOGLGOOGMprefJames Bailey, portfolio manager5.68%—$42.1Mheld—44 q
MairsGOOGGOOGLAndrew Adams, CIO5.64%—$614.2Madded+0.72 pp49 q
DavisGOOGGOOGLChris Davis, portfolio manager5.37%—$1.2Btrimmed−0.90 pp49 q
YacktmanGOOGStephen Yacktman, CIO4.93%1,129,129$399.0Madded0%+0.62 pp30 q
MaverickGOOGBen Silver, CIO4.60%1,442,118$509.5Madded+65%+1.69 pp5 q
First EagleGOOGGOOGLKimball Brooker, portfolio manager4.60%—$5.5Badded+0.42 pp49 q
FundsmithGOOGLTerry Smith, founder4.59%2,332,317$833.5Mtrimmed−43%−2.24 pp19 q
SorosGOOGLGOOGNprefDawn Fitzpatrick, CIO4.51%—$273.3Madded+1.52 pp29 q
PRIMECAPGOOGGOOGLJoel Fried, portfolio manager4.27%—$7.2Btrimmed−0.82 pp27 q
CoatueGOOGGOOGLPhilippe Laffont, founder4.23%—$2.1Badded+0.26 pp15 q
Dodge & CoxGOOGGOOGLDavid Hoeft, CIO4.20%—$8.0Bheld—49 q
MatrixGOOGGOOGLDavid Katz, CIO4.01%—$49.4Mtrimmed−0.24 pp41 q
OakmarkGOOGGOOGLBill Nygren, CIO3.89%—$2.9Badded+0.33 pp49 q
TweedyGOOGLJohn Spears, portfolio manager3.83%141,282$50.5Mtrimmed−29%−0.70 pp22 q
H&HGOOGDuan Yongping, founder3.64%1,968,600$695.6Mtrimmed−47%−1.67 pp31 q
CenturyGOOGGOOGLArnold Van Den Berg, CIO3.39%—$16.0Mtrimmed−0.32 pp27 q
JerichoGOOGLJosh Resnick, founder3.30%1,118,000$399.5Mheld—4 q
RV CapitalGOOGLRobert Vinall, portfolio manager3.04%32,520$11.6Mheld—5 q
DuquesneGOOGLStanley Druckenmiller, portfolio manager2.76%336,300$120.2Mnew+2.76 ppnew
ARKGOOGGOOGLCathie Wood, CIO2.72%—$418.7Madded+1.11 pp39 q
Sound ShoreGOOGLJohn DeGulis, portfolio manager2.56%232,766$83.2Mtrimmed−9%−0.10 pp5 q
BaillieGOOGGOOGL1.90%—$2.1Badded+0.30 pp49 q
AtreidesGOOGLGavin Baker, founder1.57%488,296$174.5Mtrimmed−12%−2.32 pp10 q
BrandesGOOGGOOGLKenneth Little, portfolio manager1.33%—$189.7Mheld—38 q
CausewayGOOGSarah Ketterer, CEO1.21%316,217$111.7Mheld−6%—24 q
D1GOOGGOOGLDaniel Sundheim, founder0.85%—$293.9Madded+0.53 pp2 q
AltimeterGOOGLBrad Gerstner, founder0.64%175,180$62.6Mnew+0.64 ppnew
BaronGOOGGOOGLRon Baron, CEO0.58%—$386.6Madded+0.42 pp49 q
Lone PineGOOGLDavid Craver, CIO0.47%215,574$77.0Mheld+15%—2 q
AltaRockGOOGLMark Massey, founder0.35%41,994$15.0Mtrimmed−3%−0.05 pp27 q
HillmanGOOGGOOGLMark Hillman, CIO0.26%—$365Kheld—23 q
PARGOOGPaul Reeder, founder0.22%25,200$8.9Mtrimmed−29%−0.08 pp14 q
GreenbergGOOGGOOGLGlenn Greenberg, portfolio manager0.19%—$8.6Mheld—35 q
PzenaGOOGLCaroline Cai, CEO0.18%171,157$61.2Mheld—3 q
SemperGOOGGOOGLChristopher Bloomstran, CIO0.13%—$1.1Mheld—3 q
Pershing—Bill Ackman, portfolio manager———exited−0.70 pp—
Viking—Andreas Halvorsen, CEO———exited−1.93 pp—
Cooperman—Leon Cooperman, CEO———exited−0.71 pp—