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 42 shown managers newest 13Fs

GOOGL · all sizes

42 shown

New 5 Exit 3 Add 13 Reduce 21 all moves 42

42 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
17 Aug 1
GOOGL	Add	Ben Hoskin - Value Aligned Research Advisors	+0.31 pp	+3119.5% sh	Q1→Q2
14 Aug 28
GOOGL	New	Stanley Druckenmiller - Duquesne Family Office	+2.31 pp	opened 2.3%	Q1→Q2
GOOGL	New	Brad Gerstner - Altimeter Capital Management	+0.64 pp	opened 0.64%	Q1→Q2
GOOGL	New	Davidson Kempner Capital Management	+0.35 pp	opened 0.35%	Q1→Q2
GOOGL	New	Cathie Wood - Ark Investment Management	+0.33 pp	opened 0.33%	Q1→Q2
GOOGL	New	John Paulson - Paulson & Co.	+0.07 pp	opened 0.07%	Q1→Q2
GOOGL	Exit	Andreas Halvorsen - Viking Global Investors	−1.93 pp	was 1.9%	Q1→Q2
GOOGL	Exit	Leon Cooperman - Omega Advisors	−0.71 pp	was 0.71%	Q1→Q2
GOOGL	Exit	Bill Ackman - Pershing Square	−0.07 pp	was 0.07%	Q1→Q2
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
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 4
GOOGL	Add	Dodge & Cox	+0.32 pp	+0.3% sh	Q1→Q2
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

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home