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 |
|---|---|---|---|---|
| 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% |
| 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% |
| 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% |
| Jericho Capital Asset Management position history Q1 2026 · filed May 15, 2026 · SEC filing | DECR | reported share count decreased | $321,492,080 | 4.75% |
| 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% |
| 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% |
| 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% |
|
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
