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131 of 137 reporting

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GOOG

Alphabet Inc

Owners
45 of 131
Q1→Q2
1 new · 1 exit
Featured long
$42.6B

Heaviest in their book · % of manager

Manager Fund Book Flow
  1. Andrew Steginsky Steginsky Capital 36.6% +0.8%
  2. Li Lu Himalaya Capital Management 23.4%
  3. Bryan Lawrence Oakcliff Capital Partners 15.6%
  4. Thomas Russo Gardner Russo & Quinn 12.1% −9.0%
  5. Francis Chou Chou Associates Management 11.8%
  6. John Armitage Egerton Capital (UK) 11.2% −4.9%
  7. Mala Gaonkar Surgocap Partners 11.0% −35.1%
  8. Lewis Sanders Sanders Capital 9.7% −4.4%
  9. Triple Frond Partners 9.2% −17.5%
  10. Seth Klarman Baupost Group 9.0% +16.2%
  11. David Tepper Appaloosa 8.5% +6.8%
  12. Thomas Gayner Markel Group 7.4%
  13. Francois Rochon Giverny Capital 7.2% −2.5%
  14. Chris Hohn Tci Fund Management 6.7% +12.3%
  15. Polen Capital Management 6.6% −26.5%
  16. Wallace Weitz Weitz Investment Management 6.6% −17.9%
  17. Kahn Brothers Group 6.2%
  18. First Pacific Advisors 5.8% Add
  19. Vulcan Value Partners 5.8% −20.3%
  20. Mairs & Power 5.5% +4.5%
  21. Ruane, Cunniff & Goldfarb 5.1% −2.7%
  22. Don Yacktman Yacktman Asset Management 4.9% +0.2%
  23. Lee Ainslie Maverick Capital 4.5% +65.2%
  24. First Eagle Investment Management 4.3% −1.2%
  25. David Katz Matrix Asset Advisors 3.9% −5.6%
  26. Duan Yongping H&H International Investment 3.6% −46.9%
  27. Arnold Van Den Berg Van Den Berg Management I 3.4% −2.9%
  28. Warren Buffett Berkshire Hathaway 3.2% +658.3%
  29. Kentucky Trust Co. Kentucky Trust 2.6% −1.2%
  30. Cathie Wood Ark Investment Management 2.4% +44.8%
  31. Dodge & Cox 2.2% −2.2%
  32. Murphy Pohlad Murphy Pohlad Asset Management 1.8% −3.3%
  33. Eric Mandelblatt Soroban Capital Partners 1.6%
  34. Sarah Ketterer Causeway Capital Management 1.2% −6.2%
  35. Bill Nygren / Oakmark Harris Associates L P 0.9% +118.4%
  36. Christopher Davis Davis Selected Advisers 0.9% −16.7%
  37. Philippe Laffont Coatue Management 0.7% −18.6%
  38. Ron Baron Bamco Inc. (Baron Capital) 0.3% +289.6%
  39. Torray Investment Partners 0.3%
  40. Hillman Capital Management 0.3% −8.6%
  41. Senator Investment Group 0.1% −20.0%
  42. Christopher Bloomstran Semper Augustus Investments Group 0.1%
  43. Dan Sundheim D1 Capital Partners 0.09% New
  44. Glenn Greenberg Brave Warrior Advisors 0.03%
  45. Murray Stahl Horizon Kinetics Asset Management 0.01% −5.5%

45 current · 1 exit · click a manager to enter their lot

long equity only · options excluded · as-of 30 Jun 2026 · missing managers stay out · 2026 Q1→2026 Q2 from filings