Follow-The-Filings

Security · featured owners

GOOGL Alphabet

Alphabet Inc. Communication Services CAP STK CL A Equity as of 2026 Q2 among managers we track

  • 58 Owners
  • #2
  • Max 24.6%
  • Master 2.85%
  • $48.6B
  • 5 new 14 add 28 reduce 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 24.6% (Li Lu - Himalaya Capital Management) · not free-float ownership

  1. Li Lu 24.6%
  2. Lindsell Train reduce 17.5%
  3. Ben Jacobs add 12.3%
  4. Ram Parameswaran 12.0%
  5. Ruane, Cunniff & Goldfarb reduce 11.1%
  6. Grant Wonders add 11.1%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Warren Buffett - Berkshire Hathaway 2026 Q2 9.4% Add +45.2% 78,791,167 $28.2B history
Dodge & Cox 2026 Q2 2.0% Add +0.3% 10,658,860 $3.8B history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 3.0% Reduce −25.4% 6,264,999 $2.2B history
Chase Coleman - Tiger Global Management 2026 Q2 8.7% Reduce −45.4% 5,805,687 $2.1B history
Philippe Laffont - Coatue Management 2026 Q2 3.6% Add +12.6% 4,856,251 $1.7B history
Christopher Davis - Davis Selected Advisers 2026 Q2 4.5% Reduce −5.1% 2,937,160 $1B history
Li Lu - Himalaya Capital Management 2026 Q2 24.6% Hold 2,543,300 $909M history
Chris Hohn - Tci Fund Management 2026 Q2 1.7% Hold 2,457,000 $878M history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 6.9% Reduce −10.3% 2,396,352 $856M history
Ruane, Cunniff & Goldfarb 2026 Q2 11.1% Reduce −5.8% 1,994,274 $713M history
Terry Smith - Fundsmith 2026 Q2 4.6% Reduce −40.0% 1,773,354 $634M history
First Pacific Advisors 2026 Q2 6.2% Reduce −16.3% 1,408,518 $503M history
David Abrams - Abrams Capital Management 2026 Q2 8.9% Reduce −26.5% 1,370,495 $490M history
Lindsell Train 2026 Q2 17.5% Reduce −24.5% 1,286,845 $460M history
Grant Wonders - Voyager Global Management 2026 Q2 11.1% Add +125.0% 1,125,000 $402M history
Dan Loeb - Third Point 2026 Q2 7.8% Add +485.7% 1,025,000 $366M history
Ben Jacobs - Anomaly Capital Management 2026 Q2 12.3% Add +249.3% 899,813 $322M history
Jensen Investment Management 2026 Q2 6.9% Reduce −45.0% 797,098 $285M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.76% Add +57.5% 738,300 $264M history
Eric Mandelblatt - Soroban Capital Partners 2026 Q2 0.45% Add +12.8% 599,870 $214M history
George Soros - Soros Fund Management 2026 Q2 2.6% Add +3.9% 596,286 $213M history
Thomas Gayner - Markel Group 2026 Q2 1.6% Hold 572,000 $204M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.29% Add +42.8% 546,232 $195M history
Samantha Mclemore - Patient Capital Management 2026 Q2 6.2% Reduce −1.5% 525,750 $188M history
First Eagle Investment Management 2026 Q2 0.31% Reduce −56.7% 518,922 $185M history
Gavin Baker - Atreides Management 2026 Q2 1.2% Reduce −12.0% 488,296 $175M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.33% Add +3119.5% 370,302 $132M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 2.3% New 2.3% 336,300 $120M history
Francois Rochon - Giverny Capital 2026 Q2 3.7% Reduce −11.0% 310,118 $111M history
Harry Burn - Sound Shore Management 2026 Q2 2.6% Reduce −9.0% 232,766 $83M history
Stephen Mandel - Lone Pine Capital 2026 Q2 0.47% Add +14.9% 215,574 $77M history
Brad Gerstner - Altimeter Capital Management 2026 Q2 0.64% New 0.64% 175,180 $63M history
Richard Pzena - Pzena Investment Management 2026 Q2 0.18% Hold 171,157 $61M history
William Von Mueffling - Cantillon Capital Management 2026 Q2 9.2% Reduce −95.4% 171,066 $61M history
Tweedy, Browne Co. 2026 Q2 3.8% Reduce −28.8% 141,282 $50M history
Cathie Wood - Ark Investment Management 2026 Q2 0.33% New 0.33% 140,122 $50M history
David Rolfe - Wedgewood Partners 2026 Q2 9.4% Reduce −18.3% 127,237 $45M history
Josh Tarasoff - Greenlea Lane Capital Management 2026 Q2 9.8% Hold 100,035 $36M history
Davidson Kempner Capital Management 2026 Q2 0.35% New 0.35% 83,286 $30M history
Ram Parameswaran - Octahedron Capital Management 2026 Q2 12.0% Hold 65,700 $23M history
Mairs & Power 2026 Q2 0.18% Reduce −2.9% 54,128 $19M history
Torray Investment Partners 2026 Q2 2.2% Reduce −2.8% 45,093 $16M history
Glen Kacher - Light Street Capital Management 2026 Q2 1.7% Add +0.4% 42,650 $15M history
Altarock Partners 2026 Q2 0.35% Reduce −3.2% 41,994 $15M history
Robert Vinall - Rv Capital AG 2026 Q2 3.0% Hold 32,520 $12M history
Polen Capital Management 2026 Q2 0.09% Reduce −1.4% 27,810 $10M history
Nehal Chopra - Ratan Capital Management 2026 Q2 2.4% Reduce −41.2% 20,697 $7M history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 0.16% Hold 20,258 $7M history
Andrew Steginsky - Steginsky Capital 2026 Q2 0.71% Add +1.8% 13,327 $5M history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 0.04% Reduce −4.3% 11,114 $4M history
John Paulson - Paulson & Co. 2026 Q2 0.07% New 0.07% 5,000 $2M history
David Katz - Matrix Asset Advisors 2026 Q2 0.11% Reduce −0.4% 3,907 $1M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.01% Reduce −3.5% 2,829 $1M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.30% Reduce −23.7% 2,383 $852K history
Christopher Bloomstran - Semper Augustus Investments Group 2026 Q2 0.03% Hold 700 $250K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.04% Hold 235 $84K history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 0.02% Hold 214 $76K history
Hillman Capital Management 2026 Q2 <0.01% Reduce −33.3% 4 $1K history
Andreas Halvorsen - Viking Global Investors exited 2026 Q2 last 2026 Q1 1.9% Exit −1.93 pp 2,395,865 $689M history
Leon Cooperman - Omega Advisors exited 2026 Q2 last 2026 Q1 0.71% Exit −0.71 pp 75,000 $22M history

58 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 8.01,9.01 Filing Doc
424B2 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 15 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 · 2 forms Filing Doc
4 Period Aug 28, 2026 Filing Doc
4 Period Aug 25, 2026 · 6 forms Filing Doc
4 Period Aug 7, 2026 Filing Doc
4 Period Aug 5, 2026 Filing Doc
4 Period Jul 30, 2026 Filing Doc
4 Period Jul 27, 2026 Filing Doc
4 Period Jul 29, 2026 Filing Doc
4 Period Jul 25, 2026 · 5 forms Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jul 23, 2026 Filing Doc
4 Period Jul 21, 2026 Filing Doc
4 Period Jul 17, 2026 Filing Doc
4 Period Jul 15, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

financials

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

Income statement

Metric 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

Metric 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

Metric 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 -$0.582B $7.24B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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