Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker GOOGL holders clear

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

GOOGL

21 shown
New 5 Exit 3 Add 4 Reduce 9 all moves 21
all time today 7d 14d
≥1 pp all sizes
reset

21 shown · signal ≥1 pp on Add/Reduce · 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 16
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 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
13 Aug 1
GOOGL Reduce David Abrams - Abrams Capital Management −2.63 pp −26.5% sh Q1→Q2
7 Aug 1
GOOGL Reduce Jensen Investment Management −1.31 pp −45.0% sh Q1→Q2
29 Jul 1
GOOGL Reduce William Von Mueffling - Cantillon Capital Management +2.09 pp −95.4% 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