Portfolio changes · featured 13Fs
Activity
Moves in GOOG across featured managers — New / Exit / Add / Reduce.
GOOG · add · all sizes
12 shown12 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 9 | |||||
| GOOG | Add | Warren Buffett - Berkshire Hathaway | +2.82 pp | +658.3% sh | Q1→Q2 |
| GOOG | Add | Lee Ainslie - Maverick Capital | +1.61 pp | +65.2% sh | Q1→Q2 |
| GOOG | Add | Chris Hohn - Tci Fund Management | +1.03 pp | +12.3% sh | Q1→Q2 |
| GOOG | Add | Cathie Wood - Ark Investment Management | +0.79 pp | +44.8% sh | Q1→Q2 |
| GOOG | Add | Mairs & Power | +0.73 pp | +4.5% sh | Q1→Q2 |
| GOOG | Add | Bill Nygren / Oakmark - Harris Associates L P | +0.57 pp | +118.4% sh | Q1→Q2 |
| GOOG | Add | First Pacific Advisors | +0.47 pp | 0.0% sh | Q1→Q2 |
| GOOG | Add | Ron Baron - Bamco Inc. (Baron Capital) | +0.17 pp | +289.6% sh | Q1→Q2 |
| GOOG | Add | David Tepper - Appaloosa | +0.08 pp | +6.8% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| GOOG | Add | Seth Klarman - Baupost Group | +2.33 pp | +16.2% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| GOOG | Add | Don Yacktman - Yacktman Asset Management | +0.62 pp | +0.2% sh | Q1→Q2 |
| 9 Jul 1 | |||||
| GOOG | Add | Andrew Steginsky - Steginsky Capital | +4.12 pp | +0.8% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home