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HoldLens verdict · single −100..+100 scale
SELL
−22
on a signed −100 sell scale · WEAK SELL
6 tracked managers selling. MODERATE sell signal.
Unified ConvictionScore · −100..+100
Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding
−22
Buy component
+20
Dissent penalty
−41
Unanimity bonus
+1
Quality differential
-2
Info density
+18
Buyers / Sellers
4 / 6
ConvictionScore v5 · 9-layer breakdown
13F superinvestor moves + Form 4 insider trades + 8-K material events. The SEC Signals trilogy.
−22
Smart money (13F)
+18
Insider activity (Form 4)
-2
Track record (CAGR)
-1
Trend streak
+1
Concentration
+4
Contrarian bonus
+0
Event signal (8-K)
+0
− Dissent penalty
−41
− Crowding penalty
−2
Owners: 9·Buyers: 19·Sellers: 32·Buyer-CAGR-weighted expected return: +12.6% ±3%·How this is computed
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8-quarter activity
Distinct managers buying or selling GOOGL each quarter — last 2 years.
2 buy moves·0 sell moves·net buying
'24 Q1
'24 Q2
'24 Q3
'24 Q4
'25 Q1
'25 Q2
2
'25 Q3
'25 Q4
Buyers (new + add)Sellers (trim + exit)
Ownership breadth · 8 quarters
Breadth flat-1 owners over 8Q
10
10
11
11
9
9
9
9
Q1 '24
Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25
Q3 '25
Q4 '25
The number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →
Smart money activity
Every tracked 13F move on GOOGL — grouped by quarter, ranked by manager quality.
Smart money activity
19 buys · 32 sells across tracked 13F filings
Net signal: STRONG SELL
Q4 2025(10 moves)
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 2.70% |
Andreas HalvorsenElite Viking Global Investors | 2.20% |
Joel GreenblattElite Gotham Asset Management | 0.70% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.50% |
David RolfeTier 1 Wedgewood Partners | 9.90% |
Terry SmithTier 1 Fundsmith | 6.40% |
Bill AckmanElite Pershing Square Capital | 1.40% |
Polen CapitalElite Polen Capital Management | 0.00% |
Oakmark Funds | 3.50% |
Brave Warrior Advisors | 0.10% |
Q3 2025(11 moves)
| Portfolio manager | % portfolio |
|---|---|
Warren BuffettTier 1 Berkshire Hathaway | 1.60% |
John ArmitageTier 1 Egerton Capital | 6.80% |
François RochonTier 1 Giverny Capital | 8.40% |
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.60% |
Joel GreenblattElite Gotham Asset Management | 0.60% |
Chris HohnTier 1 TCI Fund Management | 0.00% |
Terry SmithTier 1 Fundsmith | 7.70% |
Bill AckmanElite Pershing Square Capital | 8.00% |
Polen CapitalElite Polen Capital Management | 0.40% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.10% |
Oakmark Funds | 4.40% |
Q2 2025(5 moves)
| Portfolio manager | % portfolio |
|---|---|
François RochonTier 1 Giverny Capital | 2.30% |
Bill AckmanElite Pershing Square Capital | 6.90% |
Chris HohnTier 1 TCI Fund Management | 1.20% |
David RolfeTier 1 Wedgewood Partners | 7.90% |
Oakmark Funds | 4.50% |
Q1 2025(6 moves)
| Portfolio manager | % portfolio |
|---|---|
Bill AckmanElite Pershing Square Capital | 5.80% |
Joel GreenblattElite Gotham Asset Management | 0.50% |
Chris HohnTier 1 TCI Fund Management | 1.70% |
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.00% |
Andreas HalvorsenElite Viking Global Investors | 0.00% |
Polen CapitalElite Polen Capital Management | 0.30% |
Q4 2024(6 moves)
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.40% |
Andreas HalvorsenElite Viking Global Investors | 2.20% |
François RochonTier 1 Giverny Capital | 1.80% |
Joel GreenblattElite Gotham Asset Management | 0.70% |
Oakmark Funds | 4.10% |
Fairfax Financial | 0.00% |
Q3 2024(6 moves)
| Portfolio manager | % portfolio |
|---|---|
François RochonTier 1 Giverny Capital | 2.20% |
Andreas HalvorsenElite Viking Global Investors | 0.80% |
Joel GreenblattElite Gotham Asset Management | 0.80% |
Lee AinslieElite Maverick Capital | 0.00% |
Polen CapitalElite Polen Capital Management | 0.50% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.10% |
Q2 2024(6 moves)
| Portfolio manager | % portfolio |
|---|---|
Chris HohnTier 1 TCI Fund Management | 3.00% |
François RochonTier 1 Giverny Capital | 2.40% |
Bill AckmanElite Pershing Square Capital | 7.00% |
Joel GreenblattElite Gotham Asset Management | 1.30% |
Lee AinslieElite Maverick Capital | 4.10% |
Oakmark Funds | 5.60% |
Q1 2024(1 move)
| Portfolio manager | % portfolio |
|---|---|
Scion Asset Management | 0.00% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Insider activity (Form 4)
0 buys · 2 sells from corporate insiders
Net: INSIDER SELLING
| Insider | Value |
|---|---|
Sundar Pichai CEO | $4.88M |
Ruth Porat President & CIO | $1.60M |
Latest news
Recent headlines for GOOGL — context for the moves above.
Who’s betting biggest on GOOGL
Each bar is one manager’s position size in GOOGL 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 GOOGL, based on the 13F data above. Generated on demand — not stored or pre-computed.
AI thesis
Claude Haiku synthesis of SELL positioning from 9 institutional filers
Powered by Claude Haiku
Generate a 2-paragraph investment thesis synthesising 9 institutional holdings and the -22 conviction score.
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Derived from the same 13F filings
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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.