Stock thesis

Alphabet Inc.

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

Research orientation

Observed facts, not a rating

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.

13F positions are delayed and exclude short positions and many non-US assets.
Financial, insider, earnings, or volatility evidence may be missing or point in another direction.

Continue the work

Rows are narrowed by movement, fund type, and position size.

27 holders

Fund	Move	Read	Value	Weight
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%

SEC fundamentals

Companyfacts

SEC Forms 4/5

Reported trades

Official-source analysis

We publish a cited report after an eligible official earnings filing is accepted and passes validation.

Options market

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