Portfolio changes · featured 13Fs
Activity
Moves in GOOGL across featured managers — New / Exit / Add / Reduce.
GOOGL · add · all sizes
13 shown13 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| GOOGL | Add | Ben Hoskin - Value Aligned Research Advisors | +0.31 pp | +3119.5% sh | Q1→Q2 |
| 14 Aug 11 | |||||
| GOOGL | Add | Ben Jacobs - Anomaly Capital Management | +7.79 pp | +249.3% sh | Q1→Q2 |
| GOOGL | Add | Grant Wonders - Voyager Global Management | +6.18 pp | +125.0% sh | Q1→Q2 |
| GOOGL | Add | Dan Loeb - Third Point | +5.41 pp | +485.7% sh | Q1→Q2 |
| GOOGL | Add | Warren Buffett - Berkshire Hathaway | +3.48 pp | +45.2% sh | Q1→Q2 |
| GOOGL | Add | George Soros - Soros Fund Management | +0.81 pp | +3.9% sh | Q1→Q2 |
| GOOGL | Add | Philippe Laffont - Coatue Management | −0.70 pp | +12.6% sh | Q1→Q2 |
| GOOGL | Add | Glen Kacher - Light Street Capital Management | −0.60 pp | +0.4% sh | Q1→Q2 |
| GOOGL | Add | Dan Sundheim - D1 Capital Partners | −0.44 pp | +57.5% sh | Q1→Q2 |
| GOOGL | Add | Eric Mandelblatt - Soroban Capital Partners | +0.15 pp | +12.8% sh | Q1→Q2 |
| GOOGL | Add | Stephen Mandel - Lone Pine Capital | +0.04 pp | +14.9% sh | Q1→Q2 |
| GOOGL | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.04 pp | +42.8% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| GOOGL | Add | Dodge & Cox | +0.32 pp | +0.3% 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