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$GOOG · ALPHABET INC

Sector: mag5

Conviction from: NASDAQS&P

Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.

38 tracked filer(s) hold this · 5 opened, 8 added, 20 trimmed in 31-MAR-2026

Aggregate 13FScore 71 — mean of 38 scored holder(s) · buyers (new/add) avg 66. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Hyperion Asset Management Ltd (auto-surfaced)71New buy1,238,189$356,053,62811.3%
Daniel Loeb / Third Point42New buy175,000$50,323,0002.4%
Chris Hohn / TCI72New buy2,457,000$706,534,9201.6%
Bridgewater55New buy387,002$111,015,3940.5%
Warren Buffett / Berkshire Hathaway62New buy3,585,215$1,028,454,7750.4%
Foxhaven Asset Management, LP (auto-surfaced)81Added +24%1,041,770$298,842,1429.4%
KENSICO CAPITAL MANAGEMENT CORP (auto-surfaced)94Added +8%1,509,500$434,071,8208.9%
Stockbridge Partners LLC (auto-surfaced)61Added +6%976,482$280,797,1646.8%
Seth Klarman / Baupost64Added +9%1,181,131$338,8196.6%
Warren Buffett / Berkshire Hathaway62Added +204%54,249,798$15,600,071,9135.9%
Chris Hohn / TCI72Added +17%8,854,019$2,539,863,8905.6%
H&H International Investment, LLC (auto-surfaced)68Added +100%3,706,000$1,063,103,1605.3%
Bridgewater55Added +26%1,997,674$574,451,1352.6%
Newlands Management Operations LLC (auto-surfaced)86Holds (flat)6,207,074$1,784,906,19911.5%
Robert Vinall / RV Capital90Holds (flat)32,520$9,351,4512.4%
Newlands Management Operations LLC (auto-surfaced)86Holds (flat)90,740$26,029,6760.2%
Partners Value Investments L.P. (auto-surfaced)70Holds (flat)22,500$6,454,3500.1%
PECONIC PARTNERS LLC (auto-surfaced)97Holds (flat)1,800$517,6080.0%
Li Lu / Himalaya Capital93Trimmed -49%2,543,300$731,351,34822.8%
Li Lu / Himalaya Capital93Trimmed -51%2,451,300$703,179,91822.0%
PROVIDENT TRUST CO (auto-surfaced)78Trimmed -13%2,797,052$802,362,33716.8%
PROVIDENT TRUST CO (auto-surfaced)78Trimmed -13%2,786,854$801,387,73616.8%
ABRAMS CAPITAL MANAGEMENT, L.P. (auto-surfaced)85Trimmed -3%1,865,768$536,520,24611.6%
Ruane Cunniff / Sequoia Fund76Trimmed -3%2,117,644$608,949,70910.1%
David Rolfe / Wedgewood90Trimmed -5%155,701$44,773,2449.2%
David Tepper / Appaloosa93Trimmed -3%1,732,700$497,042,3228.4%
Terry Smith / Fundsmith63Trimmed -16%2,956,198$850,084,2976.6%
Ruane Cunniff / Sequoia Fund76Trimmed -17%950,394$272,630,0414.5%
François Rochon / Giverny68Trimmed -4%348,469$100,205,7463.7%
Bill Nygren / Oakmark (Harris Associates)68Trimmed -6%8,393,944$2,413,762,6313.2%
George Soros / Soros Fund Mgmt31Trimmed -10%573,929$165,039,0231.8%
Paul Tudor Jones / Tudor63Trimmed -36%1,683,759$484,181,7380.9%
Bill Ackman / Pershing Square58Trimmed -95%311,726$89,421,7200.7%
Louis Bacon / Moore56Trimmed -75%84,000$24,155,0400.5%
Bill Nygren / Oakmark (Harris Associates)68Trimmed -8%887,164$254,491,8650.3%
ALTAROCK PARTNERS LP (auto-surfaced)65Trimmed -74%43,391$12,477,5160.3%
Bill Ackman / Pershing Square58Trimmed -95%32,376$9,310,0430.1%
Louis Bacon / Moore56Trimmed -51%15,204$4,361,4190.1%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

10 disclosed trade(s) by 6 filer(s).

Trade dateWhoTypeAmount
2026-06-15Cleo Fields LA06BUY$1,001 - $15,000PTR
2026-06-01Daniel Crenshaw TX02SELL$1,001 - $15,000PTR
2026-05-27Jerry Moran, senateSELL$1,001 - $15,000PTR
2026-03-30John Fetterman senateBUY$1,001 - $15,000PTR
2026-03-16Cleo Fields LA06BUY$1,001 - $15,000PTR
2026-01-20Cleo Fields LA06BUY$100,001 - $250,000PTR
2026-01-12Cleo Fields LA06BUY$1,001 - $15,000PTR
2025-12-18Julie Johnson TX32SELL$1,001 - $15,000PTR
2025-11-07Katie Britt senateSELL$1,001 - $15,000PTR
2025-04-14Katie Britt senateBUY$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

7 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentBUY$1,004 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$500,001 - $1,000,000PTR
2026-07-01Trump, Donald J PresidentSELL$100,001 - $250,000PTR
2026-07-01Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$15.001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR

Serenity (@aleabitoreddit) full tracker →

Watching · 1 mention(s), 0 personal-position post(s) · first 2025-11-18 · last 2025-11-18

“@platochi has a valid thesis too. There's not one correct one for sure, but my core reasoning is that there's improving fundamentals (forward earnings, margins, growth), across the board from hyperscalers like $GOOG, $AMZN down to growth stocks from $HOOD, to $RKLB. If companies started missing earnings and revising downward like $FISV, (maybe not to that extent lol) then I would be looking to e…” post →

All 1 tweet(s) mentioning this ticker
DateTweet
2025-11-18@platochi has a valid thesis too. There's not one correct one for sure, but my core reasoning is that there's improving fundamentals (forward earnings, margins, growth), across the board from hyperscalers like $GOOG, $AMZN down to growth stocks from $HOOD, to $RKLB. If companies started missing ea… · 9 likes · 1,622 views

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.