Portfolio changes · featured 13Fs

Activity

Moves in GOOGL across featured managers — New / Exit / Add / Reduce.

42 managers with a move of 137 featured filed through 18 Aug 21 shown managers newest 13Fs

GOOGL · reduce · all sizes

21 shown

New 5 Exit 3 Add 13 Reduce 21 all moves 42

21 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
18 Aug 1
GOOGL	Reduce	Nehal Chopra - Ratan Capital Management	−1.37 pp	−41.2% sh	Q1→Q2
14 Aug 9
GOOGL	Reduce	Chase Coleman - Tiger Global Management	−4.73 pp	−45.4% sh	Q1→Q2
GOOGL	Reduce	Alex Sacerdote - Whale Rock Capital Management	−3.05 pp	−10.3% sh	Q1→Q2
GOOGL	Reduce	Terry Smith - Fundsmith	−1.98 pp	−40.0% sh	Q1→Q2
GOOGL	Reduce	Gavin Baker - Atreides Management	−1.97 pp	−12.0% sh	Q1→Q2
GOOGL	Reduce	First Pacific Advisors	−0.56 pp	−16.3% sh	Q1→Q2
GOOGL	Reduce	Bill Nygren / Oakmark - Harris Associates L P	−0.25 pp	−25.4% sh	Q1→Q2
GOOGL	Reduce	David Rolfe - Wedgewood Partners	+0.14 pp	−18.3% sh	Q1→Q2
GOOGL	Reduce	Francois Rochon - Giverny Capital	+0.06 pp	−11.0% sh	Q1→Q2
GOOGL	Reduce	Hillman Capital Management	0.00 pp	−33.3% sh	Q1→Q2
13 Aug 3
GOOGL	Reduce	David Abrams - Abrams Capital Management	−2.63 pp	−26.5% sh	Q1→Q2
GOOGL	Reduce	Ruane, Cunniff & Goldfarb	+0.99 pp	−5.8% sh	Q1→Q2
GOOGL	Reduce	Samantha Mclemore - Patient Capital Management	+0.55 pp	−1.5% sh	Q1→Q2
12 Aug 1
GOOGL	Reduce	Harry Burn - Sound Shore Management	+0.10 pp	−9.0% sh	Q1→Q2
11 Aug 1
GOOGL	Reduce	Christopher Davis - Davis Selected Advisers	+0.42 pp	−5.1% sh	Q1→Q2
7 Aug 2
GOOGL	Reduce	Jensen Investment Management	−1.31 pp	−45.0% sh	Q1→Q2
GOOGL	Reduce	Tweedy, Browne Co.	−0.71 pp	−28.8% sh	Q1→Q2
5 Aug 1
GOOGL	Reduce	First Eagle Investment Management	−0.15 pp	−56.7% sh	Q1→Q2
29 Jul 1
GOOGL	Reduce	William Von Mueffling - Cantillon Capital Management	+2.09 pp	−95.4% sh	Q1→Q2
21 Jul 1
GOOGL	Reduce	Murphy Pohlad - Murphy Pohlad Asset Management	−0.03 pp	−23.7% sh	Q1→Q2
15 Jul 1
GOOGL	Reduce	Lindsell Train	+1.87 pp	−24.5% 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