8-quarter activity
Distinct managers buying or selling GOOG each quarter — last 2 years.
Ownership breadth · 8 quarters
Breadth flatThe number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →
Multi-quarter conviction
Managers who have been moving the same direction on GOOG for 2+ consecutive quarters. Streaks matter far more than single-quarter moves — they reveal thesis conviction, not reactive trading.
Smart money activity
Every tracked 13F move on GOOG — grouped by quarter, ranked by manager quality.
| Portfolio manager | % portfolio |
|---|---|
Seth KlarmanTier 1 Baupost Group | 5.20% |
David TepperTier 1 Appaloosa Management | 8.10% |
Joel GreenblattElite Gotham Asset Management | 0.80% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 1.00% |
Polen CapitalElite Polen Capital Management | 5.40% |
Oakmark Funds | 0.40% |
| Portfolio manager | % portfolio |
|---|---|
Seth KlarmanTier 1 Baupost Group | 3.80% |
Joel GreenblattElite Gotham Asset Management | 0.60% |
Chris HohnTier 1 TCI Fund Management | 3.90% |
David TepperTier 1 Appaloosa Management | 4.60% |
Polen CapitalElite Polen Capital Management | 3.70% |
Oakmark Funds | 0.50% |
| Portfolio manager | % portfolio |
|---|---|
Seth KlarmanTier 1 Baupost Group | 11.30% |
Chris HohnTier 1 TCI Fund Management | 5.10% |
David TepperTier 1 Appaloosa Management | 4.10% |
François RochonTier 1 Giverny Capital | 4.00% |
Joel GreenblattElite Gotham Asset Management | 0.50% |
Polen CapitalElite Polen Capital Management | 3.60% |
Oakmark Funds | 0.40% |
| Portfolio manager | % portfolio |
|---|---|
David TepperTier 1 Appaloosa Management | 3.70% |
Seth KlarmanTier 1 Baupost Group | 9.30% |
Joel GreenblattElite Gotham Asset Management | 0.50% |
Chris HohnTier 1 TCI Fund Management | 5.70% |
Bill AckmanElite Pershing Square Capital | 8.30% |
Li LuElite Himalaya Capital | 17.30% |
Polen CapitalElite Polen Capital Management | 3.60% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.40% |
| Portfolio manager | % portfolio |
|---|---|
François RochonTier 1 Giverny Capital | 5.30% |
Polen CapitalElite Polen Capital Management | 5.70% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.50% |
| Portfolio manager | % portfolio |
|---|---|
Seth KlarmanTier 1 Baupost Group | 7.00% |
Polen CapitalElite Polen Capital Management | 5.50% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.50% |
| Portfolio manager | % portfolio |
|---|---|
David TepperTier 1 Appaloosa Management | 5.70% |
Seth KlarmanTier 1 Baupost Group | 5.40% |
Bill AckmanElite Pershing Square Capital | 13.30% |
Polen CapitalElite Polen Capital Management | 7.70% |
Oakmark Funds | 0.50% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Latest news
Recent headlines for GOOG — context for the moves above.
Who’s betting biggest on GOOG
Each bar is one manager’s position size in GOOG as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.
AI thesis
An AI-synthesised investment thesis for GOOG, based on the 13F data above. Generated on demand — not stored or pre-computed.
Generate a 2-paragraph investment thesis synthesising 4 institutional holdings and the -13 conviction score.
Related smart-money signals
The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.