← Top Holdings

GOOGAlphabet, Inc.

CUSIP: 02079K107

33

Guru Owners

$14.84B

Total Value Held

53.3M

Total Shares

$3.51B
1.93%
$2.54B
5.62%
$1.03B
0.39%
$992.4M
11.01%
$961.1M
11.31%
$845.3M
5.85%
$788.8M
6.61%
$703.2M
21.97%
$497.0M
8.38%
$462.3M
4.72%
$382.4M
5.36%
$323.2M
4.31%
$320.1M
1.10%
$272.6M
4.52%
$250.3M
2.89%
$194.4M
0.89%
$178.1M
6.52%
$111.0M
0.50%
$96.8M
1.19%
$93.7M
6.54%
$89.4M
0.65%
$51.9M
1.64%
$41.3M
3.79%
$35.0M
6.21%
$33.9M
14.96%
$20.8M
9.88%
$10.2M
4.29%
$1.7M
0.25%
$1.1M
0.03%
$698K
0.08%
$339K
6.62%
$323K
0.22%
$101K
10.53%

📊 Fundamentals

Market Cap$4.4T
P/E Ratio27.9x
Above market avg
Forward P/E25.0x
P/FCF158.9x
EPS (TTM)$13.05
Revenue (TTM)$422.5B
Profit Margin37.92%
Div Yield0.24%
Beta1.25

52-Week Range

$173.88
$404.47

Current: $363.62

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 27.9x trailing earnings → 25.0x forward · 37.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$4.41B$8.81B$13.22B$17.63BQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '2634 owners · $14.84B
REDUCEDDodge & Cox$3.51B
INCREASEDChris Hohn$2.54B
NEWWarren Buffett$1.03B
INCREASEDJohn Armitage$992.4M
REDUCEDTom Russo$961.1M
REDUCEDPolen Capital$845.3M
REDUCEDDavid Tepper$497.0M
REDUCEDMairs & Power$462.3M
REDUCEDSteven Romick$382.4M
REDUCEDDonald Yacktman$323.2M
REDUCEDPhilippe Laffont$320.1M
INCREASEDSequoia Fund$272.6M
INCREASEDLee Ainslie$250.3M
REDUCEDChristopher Davis$194.4M
REDUCEDFrancois Rochon$178.1M
NEWRay Dalio$111.0M
REDUCEDSarah Ketterer$96.8M
REDUCEDWallace Weitz$93.7M
REDUCEDBill Ackman$89.4M
REDUCEDFPA Queens Road$51.9M
REDUCEDDavid Katz$41.3M
REDUCEDKahn Brothers$35.0M
REDUCEDDan Sundheim$10.2M
REDUCEDTorray LLC$1.7M
NEWChristopher Bloomstran$698K
INCREASEDSeth Klarman$339K
REDUCEDHillman Value Fund$323K
SOLDBill Nygren
SOLDPat Dorsey
Q4 '2533 owners · $17.63B
REDUCEDDodge & Cox$4.04B
REDUCEDBill Ackman$1.93B
REDUCEDPolen Capital$1.26B
REDUCEDTom Russo$1.23B
REDUCEDPhilippe Laffont$627.8M
INCREASEDDavid Tepper$560.7M
REDUCEDMairs & Power$532.8M
REDUCEDSteven Romick$423.5M
REDUCEDSequoia Fund$358.5M
NEWLee Ainslie$358.2M
REDUCEDDonald Yacktman$354.5M
REDUCEDSeth Klarman$341.2M
NEWJohn Armitage$338.5M
INCREASEDBill Nygren$301.7M
INCREASEDChristopher Davis$223.1M
INCREASEDFrancois Rochon$200.7M
REDUCEDSarah Ketterer$116.1M
REDUCEDWallace Weitz$109.2M
REDUCEDPat Dorsey$68.1M
REDUCEDFPA Queens Road$57.6M
REDUCEDDavid Katz$49.5M
INCREASEDKahn Brothers$42.5M
REDUCEDFrancis Chou$22.7M
REDUCEDDan Sundheim$11.4M
INCREASEDRobert Olstein$2.4M
REDUCEDTorray LLC$1.9M
REDUCEDHillman Value Fund$360K
REDUCEDTriple Frond Partners$111K
SOLDTweedy Browne
Q3 '2532 owners · $13.71B
REDUCEDDodge & Cox$3.41B
INCREASEDChris Hohn$1.85B
REDUCEDTom Russo$1.13B
REDUCEDPolen Capital$1.13B
NEWPhilippe Laffont$509.4M
REDUCEDMairs & Power$429.3M
REDUCEDSteven Romick$361.3M
REDUCEDDavid Tepper$337.9M
REDUCEDSequoia Fund$305.6M
REDUCEDBill Nygren$288.9M
REDUCEDDonald Yacktman$284.1M
REDUCEDChristopher Davis$157.3M
REDUCEDFrancois Rochon$155.4M
REDUCEDSarah Ketterer$154.0M
REDUCEDWallace Weitz$107.3M
REDUCEDPat Dorsey$104.6M
REDUCEDFPA Queens Road$46.1M
REDUCEDDavid Katz$39.1M
REDUCEDKahn Brothers$32.8M
INCREASEDDan Sundheim$9.0M
REDUCEDRobert Olstein$3.5M
INCREASEDTweedy Browne$1.5M
REDUCEDTorray LLC$1.5M
REDUCEDSeth Klarman$453K
REDUCEDHillman Value Fund$359K
REDUCEDTriple Frond Partners$134K
SOLDJohn Armitage
SOLDJohn Paulson
Q2 '2533 owners · $11.34B
REDUCEDDodge & Cox$2.52B
REDUCEDChris Hohn$2.30B
REDUCEDPolen Capital$1.16B
REDUCEDTom Russo$903.0M
REDUCEDMairs & Power$319.6M
REDUCEDSteven Romick$280.1M
REDUCEDDavid Tepper$266.1M
REDUCEDBill Nygren$242.1M
REDUCEDSequoia Fund$228.1M
REDUCEDDonald Yacktman$227.2M
INCREASEDJohn Armitage$171.3M
INCREASEDSarah Ketterer$128.0M
INCREASEDPat Dorsey$117.4M
INCREASEDFrancois Rochon$116.0M
INCREASEDChristopher Davis$115.4M
INCREASEDFPA Queens Road$34.4M
INCREASEDDavid Katz$29.0M
NEWKahn Brothers$6.6M
REDUCEDDan Sundheim$6.5M
REDUCEDRobert Olstein$4.9M
REDUCEDTweedy Browne$2.3M
NEWJohn Paulson$1.6M
REDUCEDTorray LLC$1.1M
INCREASEDSeth Klarman$467K
INCREASEDHillman Value Fund$343K
SOLDLongleaf Partners
Q1 '2532 owners · $10.98B
REDUCEDDodge & Cox$2.66B
REDUCEDChris Hohn$2.16B
NEWPolen Capital$1.16B
NEWBill Ackman$988.0M
REDUCEDTom Russo$797.8M
REDUCEDLi Lu$383.0M
REDUCEDMairs & Power$320.0M
INCREASEDDavid Tepper$314.0M
INCREASEDJohn Armitage$260.2M
REDUCEDSteven Romick$249.9M
REDUCEDBill Nygren$232.8M
REDUCEDDonald Yacktman$219.4M
REDUCEDSequoia Fund$207.6M
NEWSarah Ketterer$108.9M
REDUCEDFrancois Rochon$101.8M
REDUCEDChristopher Davis$101.0M
REDUCEDPat Dorsey$99.8M
REDUCEDWallace Weitz$69.6M
INCREASEDFPA Queens Road$29.9M
REDUCEDDavid Katz$24.9M
REDUCEDDan Sundheim$5.8M
INCREASEDRobert Olstein$4.9M
REDUCEDTweedy Browne$2.2M
REDUCEDTorray LLC$961K
INCREASEDSeth Klarman$325K
NEWHillman Value Fund$280K
REDUCEDTriple Frond Partners$101K
SOLDPhilippe Laffont
SOLDLindsell Train
Q4 '2430 owners · $11.73B
REDUCEDDodge & Cox$3.45B
REDUCEDChris Hohn$3.14B
REDUCEDTom Russo$1.07B
REDUCEDMairs & Power$414.7M
REDUCEDDavid Tepper$358.4M
INCREASEDSteven Romick$345.9M
REDUCEDDonald Yacktman$322.8M
NEWBill Nygren$293.6M
REDUCEDJohn Armitage$281.8M
REDUCEDSequoia Fund$265.1M
INCREASEDFrancois Rochon$124.7M
REDUCEDChristopher Davis$123.2M
INCREASEDPat Dorsey$121.7M
REDUCEDWallace Weitz$98.8M
REDUCEDPhilippe Laffont$76.8M
NEWFPA Queens Road$36.4M
REDUCEDDavid Katz$30.9M
REDUCEDBryan Lawrence$22.5M
NEWDan Sundheim$7.2M
REDUCEDRobert Olstein$5.3M
REDUCEDTweedy Browne$2.8M
NEWTorray LLC$1.3M
REDUCEDSeth Klarman$272K
REDUCEDTriple Frond Partners$154K
SOLDBill Ackman

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
19%analyst est. 19.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
6.6%current: 6.6%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data