ALPHABET INC
| Manager | % of Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| Thomas Gayner | 5.89% | — | 2.45M | $703.6M | Q1 2026 |
| Kahn Brothers Group | 4.28% | Reduce 10% | 122.0K | $35.0M | Q1 2026 |
| David Katz | 3.58% | Reduce 9% | 143.9K | $41.3M | Q1 2026 |
| Christopher Davis | 0.89% | Reduce 5% | 677.6K | $194.4M | Q1 2026 |
| Robert Olstein | 0.47% | — | 7.5K | $2.2M | Q1 2026 |
| Duan Yongping | 22.31% | Add 4% | 2.54M | $796.1M | Q4 2025 |
| Bryan Lawrence | 15.90% | — | 118.2K | $37.1M | Q4 2025 |
| Triple Frond Partners | 15.62% | Reduce 36% | 353.5K | $110.9M | Q4 2025 |
| Bill Ackman | 12.46% | Reduce 3% | 6.16M | $1.93B | Q4 2025 |
| Francis Chou | 11.27% | Reduce 12% | 72.4K | $22.7M | Q4 2025 |
| David Tepper | 8.10% | Add 29% | 1.79M | $560.7M | Q4 2025 |
| Francois Rochon | 6.69% | Add 0% | 639.5K | $200.7M | Q4 2025 |
| Wallace Weitz | 6.47% | Reduce 21% | 347.9K | $109.2M | Q4 2025 |
| Seth Klarman | 6.46% | Reduce 41% | 1.09M | $341.2M | Q4 2025 |
| Pat Dorsey | 5.92% | Reduce 49% | 216.9K | $68.1M | Q4 2025 |
| Vulcan Value Partners | 5.71% | Reduce 15% | 931.9K | $292.4M | Q4 2025 |
| Mairs & Power | 5.13% | Reduce 4% | 1.70M | $532.8M | Q4 2025 |
| Chris Hohn | 4.44% | — | 7.60M | $2.38B | Q4 2025 |
| First Eagle Investment Management | 3.99% | Reduce 2% | 7.23M | $2.27B | Q4 2025 |
| Lee Ainslie | 3.84% | Buy | 1.14M | $358.2M | Q4 2025 |
| Dodge & Cox | 2.18% | Reduce 8% | 12.88M | $4.04B | Q4 2025 |
| Sarah Ketterer | 1.60% | Reduce 41% | 370.0K | $116.1M | Q4 2025 |
| Hillman Capital Management | 0.23% | Reduce 22% | 1.1K | $360K | Q4 2025 |
| Glenn Greenberg | 0.03% | — | 3.8K | $1.2M | Q4 2025 |
| Tweedy Browne | 0.00% | Sell 100% | 0 | $0 | Q4 2025 |
| William Von Mueffling | 7.40% | Reduce 1% | 77.4K | $13.7M | Q2 2025 |
| Leon Cooperman | 0.00% | Reduce 66% | 26.3K | $4.7M | Q2 2025 |
| Mason Hawkins | 0.00% | Sell 100% | 0 | $0 | Q2 2025 |
| Thomas Russo | 8.30% | Buy | 5.11M | $797.8M | Q1 2025 |
| Polen Capital Management | 3.65% | Buy | 7.43M | $1.16B | Q1 2025 |
| Glenn Welling | 0.00% | Reduce 30% | 937 | $2K | Q2 2022 |
| Ruane Cunniff | 0.00% | Sell 100% | 0 | $0 | Q1 2018 |