Stock thesis
Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.
Alphabet Class C shares represent Google's parent company across search, advertising, YouTube, cloud, and other technology bets.
GOOG + GOOGL are folded into one company line. Share counts aren't comparable across classes, so only combined value is shown.
Neutral synthesis
Why this name is here
27 tracked funds report GOOG(L) in their latest available 13F, representing $32.3B of combined reported value on this page.
Counter-evidence
18 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.
Continue the work
Rows are narrowed by movement, fund type, and position size.
| Fund | Move | Read | Value | Weight |
|---|---|---|---|---|
| Berkshire Hathaway largest tracked holder Q1 2026 · filed May 15, 2026 · SEC filing | INCR | reported share count increased | $16,628,526,688 | 6.32% |
| TCI Fund Management GOOGL history · GOOG history Q1 2026 · filed May 15, 2026 · SEC filing | INCR | reported share count increased | $3,246,398,810 | 7.19% |
| Tiger Global Management position history Q1 2026 · filed May 15, 2026 · SEC filing | — | reported weight at least 5% | $3,057,165,959 | 13.38% |
| Coatue Management GOOG history · GOOGL history Q1 2026 · filed May 15, 2026 · SEC filing | DECR | reported share count decreased | $1,560,471,553 | 5.37% |
| Himalaya Capital Management GOOG history · GOOGL history Q1 2026 · filed May 15, 2026 · SEC filing | — | reported weight at least 5% | $1,434,531,266 | 44.81% |
| Markel Group GOOGL history · GOOG history Q2 2026 · filed Jul 31, 2026 · SEC filing | — | reported weight at least 5% | $1,176,023,673 | 8.96% |
| Ruane Cunniff GOOG history · GOOGL history Q1 2026 · filed May 15, 2026 · SEC filing | DECR | reported share count decreased | $881,579,750 | 14.62% |
| Polen Capital Management GOOGL history · GOOG history Q2 2026 · filed Aug 4, 2026 · SEC filing | DECR | reported share count decreased | $774,974,899 | 6.67% |
| Whale Rock Capital Management position history Q1 2026 · filed May 15, 2026 · SEC filing | INCR | reported share count increased | $768,308,847 | 9.92% |
| Viking Global Investors position history Q1 2026 · filed May 15, 2026 · SEC filing | DECR | reported share count decreased | $688,954,939 | 1.93% |
| Appaloosa position history Q1 2026 · filed May 15, 2026 · SEC filing | DECR | reported share count decreased | $497,042,322 | 8.38% |
| Baupost Group position history Q1 2026 · filed May 14, 2026 · SEC filing | INCR | reported share count increased | $338,819,000 | 6.62% |
| Jericho Capital Asset Management position history Q1 2026 · filed May 15, 2026 · SEC filing | DECR | reported share count decreased | $321,492,080 | 4.75% |
| ARK Investment Management position history Q1 2026 · filed May 12, 2026 · SEC filing | INCR | reported share count increased | $206,658,015 | 1.61% |
| Tudor Investment Corp GOOG history · GOOGL history Q1 2026 · filed May 15, 2026 · SEC filing | DECR | reported share count decreased | $167,734,489 | 0.9% |
| Atreides Management position history Q1 2026 · filed May 18, 2026 · SEC filing | INCR | reported share count increased | $159,602,414 | 3.89% |
| Central Securities position history Q2 2026 · filed Aug 10, 2026 · SEC filing | — | reported weight at least 5% | $142,948,000 | 10.66% |
| Pershing Square Capital Management GOOGL history · GOOG history Q1 2026 · filed May 15, 2026 · SEC filing | DECR | reported share count decreased | $98,731,763 | 0.72% |
| Lone Pine Capital position history Q1 2026 · filed May 15, 2026 · SEC filing | NEW | new reported position | $53,935,041 | 0.43% |
| Third Point position history Q1 2026 · filed May 15, 2026 · SEC filing | NEW | new reported position | $50,323,000 | 2.42% |
| Greenlea Lane Capital position history Q1 2026 · filed May 11, 2026 · SEC filing | DECR | reported share count decreased | $28,766,064 | 8.36% |
| AltaRock Partners position history Q1 2026 · filed May 15, 2026 · SEC filing | DECR | reported share count decreased | $12,477,516 | 0.3% |
| Light Street Capital Management position history Q1 2026 · filed May 15, 2026 · SEC filing | DECR | reported share count decreased | $12,221,300 | 2.46% |
| RV Capital position history Q1 2026 · filed May 11, 2026 · SEC filing | — | latest reported holder | $9,351,451 | 2.44% |
| Brave Warrior Advisors GOOG history · GOOGL history Q1 2026 · filed May 15, 2026 · SEC filing | — | latest reported holder | $6,912,589 | 0.17% |
|
Thrive Capital
GOOG history · GOOGL history
Q1 2026
· filed May 14, 2026
· SEC filing 1 SEC filing 2 |
DECR | reported share count decreased | $5,017,045 | 0.63% |
| Deepwater Asset Management position history Q2 2026 · filed Aug 6, 2026 · SEC filing | DECR | reported share count decreased | $1,679,731 | 0.76% |
SEC fundamentals
SEC Forms 4/5
Official-source analysis
We publish a cited report after an eligible official earnings filing is accepted and passes validation.
Options market
