Security

Alphabet Inc. · CAP STK CL C

CUSIP 02079K107 Equity holders as of 2026 Q1 (each manager’s latest book)

owners 52
rank #5
master % 1.14%
max % 22.0%
tracked value $251.2B
qoq N 3 A 11 R 31

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Li Lu - Himalaya Capital Management LLC 2026 Q1 22.0% Reduce -0.34 pp 2,451,300 $703M hist
Bryan Lawrence - Oakcliff Capital Partners, LP 2026 Q1 15.0% 118,161 $34M hist
Thomas Russo - Gardner Russo & Quinn LLC 2026 Q1 11.3% Reduce -2.01 pp 3,350,337 $961M hist
John Armitage - Egerton Capital (UK) LLP 2026 Q2 11.2% Reduce +0.22 pp 3,291,594 $1.2B hist
Triple Frond Partners LLC 2026 Q1 10.5% 353,459 $101M hist
Francis Chou - Chou Associates Management Inc. 2026 Q1 9.9% 72,390 $20.8B hist
Lewis Sanders - Sanders Capital, LLC 2026 Q1 9.8% Reduce -1.71 pp 28,733,083 $8.2B hist
David Tepper - Appaloosa LP 2026 Q1 8.4% Reduce +0.28 pp 1,732,700 $497M hist
Seth Klarman - Baupost Group LLC/MA 2026 Q1 6.6% Add +0.16 pp 1,181,131 $339M hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 6.5% Reduce +0.07 pp 326,750 $94M hist
Francois Rochon - Giverny Capital Inc. 2026 Q1 6.5% Reduce -0.17 pp 620,909 $178M hist
Kahn Brothers Group Inc. 2026 Q1 6.2% Reduce -1.32 pp 122,029 $35M hist
Polen Capital Management LLC 2026 Q1 5.9% Reduce +0.46 pp 2,946,637 $845M hist
Chris Hohn - Tci Fund Management Ltd 2026 Q1 5.6% Add +1.18 pp 8,854,019 $2.5B hist
First Pacific Advisors, LP 2026 Q1 5.4% Reduce -0.22 pp 1,333,157 $382M hist
Duan Yongping - H&H International Investment, LLC 2026 Q1 5.3% Add +1.99 pp 3,706,000 $1.1B hist
Vulcan Value Partners, LLC 2026 Q1 5.1% Reduce -0.23 pp 676,556 $194M hist
Mairs & Power Inc. 2026 Q1 4.7% Reduce -0.40 pp 1,611,610 $462M hist
Ruane, Cunniff & Goldfarb L.P. 2026 Q1 4.5% Reduce -1.08 pp 950,394 $273M hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 4.3% Reduce -0.65 pp 1,126,534 $323M hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 3.9% Reduce +0.12 pp 135,829 $48B hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 3.1% Reduce -1.10 pp 46,423 $13.3B hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 2.9% Reduce -0.96 pp 872,697 $250M hist
First Eagle Investment Management, LLC 2026 Q1 2.8% 7,404,648 $2.1B hist
Kentucky Trust Co. 2026 Q2 2.6% Reduce +0.27 pp 15,344 $5.4B hist
Dodge & Cox 2026 Q1 1.9% Reduce -0.25 pp 12,228,518 $3.5B hist
Vanguard Group Inc. 2025 Q4 1.9% Add +0.41 pp 421,013,782 $132.1B hist
Farallon Capital Management LLC 2026 Q1 1.6% Add +0.46 pp 996,231 $286M hist
Natixis Advisors, LLC 2026 Q1 1.6% Add -0.08 pp 3,978,240 $1.1B hist
Sarah Ketterer - Causeway Capital Management LLC 2026 Q1 1.2% Reduce -0.41 pp 337,298 $97M hist
Eric Mandelblatt - Soroban Capital Partners LP 2026 Q1 1.2% Reduce -4.90 pp 2,131,498 $611M hist
Philippe Laffont - Coatue Management LLC 2026 Q1 1.1% Reduce -0.47 pp 1,115,885 $320M hist
Ancora Advisors LLC 2026 Q1 1.0% Reduce -0.10 pp 163,957 $47M hist
Christopher Davis - Davis Selected Advisers 2026 Q1 0.9% Reduce -0.11 pp 677,607 $194M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.9% Add +0.51 pp 4,987,835 $1.4B hist
Bill Ackman - Pershing Square Capital Management, L.P. 2026 Q1 0.7% Reduce -11.81 pp 311,726 $89M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.5% New 0.5% 387,002 $111M hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 0.5% Exit -0.47 pp 7,500 $2M hist
Warren Buffett - Berkshire Hathaway Inc. 2026 Q1 0.4% New 0.4% 3,585,215 $1B hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.3% Reduce -0.04 pp 887,164 $254M hist
Torray Investment Partners LLC 2026 Q1 0.3% Reduce -0.02 pp 6,019 $2M hist
Hillman Capital Management, Inc. 2026 Q1 0.2% Reduce 0.00 pp 1,127 $323M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.2% Reduce -0.12 pp 1,781,986 $511M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Reduce -0.06 pp 186,420 $53M hist
Senator Investment Group LP 2026 Q1 0.2% Add +0.03 pp 12,500 $4M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add 0.00 pp 2,404,070 $690M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.04 pp 201,002 $58M hist
Christopher Bloomstran - Semper Augustus Investments Group LLC 2026 Q1 0.1% New 0.1% 2,432 $698 hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Reduce -0.02 pp 197,493 $57M hist
Glenn Greenberg - Brave Warrior Advisors, LLC 2026 Q1 0.0% 3,790 $1M hist
Ben Hoskin - Value Aligned Research Advisors, LLC 2026 Q1 0.0% 4,785 $1M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Add 0.00 pp 3,295 $945 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line FY2023 FY2024 FY2025
Revenue $307.39B $350.02B
Gross profit * $174.06B $203.71B
Gross margin * 56.6% 58.2%
Net income $73.8B $100.12B $132.17B
Net margin * 24.0% 28.6%

Balance sheet

line FY2023 FY2024 FY2025
Total current assets $171.53B $163.71B $206.04B
Total non-current assets * $230.86B $286.54B $389.24B
Total assets $402.39B $450.26B $595.28B
Total current liabilities $81.81B $89.12B $102.74B
Total non-current liabilities * $37.2B $36.05B $77.27B
Total equity $283.38B $325.08B $415.26B

Cash flow

line FY2023 FY2024 FY2025
Cash from operations $101.75B $125.3B $164.71B
Cash from investing -$27.06B -$45.54B -$120.29B
Cash from financing -$72.09B -$79.73B -$37.39B
Net change in cash $2.17B -$582M $7.24B

ownership over time

filing count by report period · click a bar for that quarter’s holders