aismartmoney

GOOG·Alphabet Inc Class C

infraappmodelAI CoreData as of 2026-07-06
Holder Count
12 / 24
12 of 24 tracked investors hold GOOG
Aggregate $
$7.97B
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
3.5%
Share of aggregated AI exposure across 24 investors

Latest quarter · 2026-Q1

Comparing each investor's own latest 13F vs prior · most institutions have filed 2026-Q1

2026-Q1 1 new, 4 added, 4 trimmed, 0 exited, net −$686M

Cathie (ARK) uses a 90-day daily comparison; the ADD row includes her window result. A few institutions' latest 13F is still the prior quarter, flagged below.

Holders

Sorted by position $ desc by default; click headers to sort
InvestorPosition $% of AI ExposureLatest 13F ActionEntry QuarterEntry Price Range
Ch
Chris Hohn / TCI Fund Management
TCI Fund Management Ltd
$2.54B59.7%ADD2026-Q1Before 2020-Q1
Du
Duan Yongping / H&H International
H&H International Investment, LLC
$1.06B8.4%ADD2026-Q1Before 2020-Q1
Be
Berkshire Hathaway
Berkshire Hathaway Inc
$1.03B1.4%NEW2026-Q12026-Q1$271.5–$350.1
Ba
Baillie Gifford & Co
Baillie Gifford & Co
$1.00B3.1%TRIM2026-Q1Before 2020-Q1
Li
Li Lu / Himalaya Capital
Himalaya Capital Management LLC
$703M48.1%HOLD2026-Q12020-Q2$54.0–$73.8
$497M12.3%HOLD2026-Q1Before 2020-Q1
Da
Dan Bin / Oriental Harbor Investment Master Fund
Oriental Harbor Investment Master Fund
$346M33.8%TRIM2026-Q1Before 2020-Q1
Ph
Philippe Laffont / Coatue
Coatue Management LLC
$320M2.2%TRIM2026-Q12023-Q1$85.6–$108.8
Ca
Cathie Wood / ARK Invest
ARK Investment Management LLC
$288M4.5%ADD90-day window2026-Q2$271.5–$404.5
Bi
Bill Ackman / Pershing Square
Pershing Square Capital Management, L.P.
$89M1.5%TRIM2026-Q1Before 2020-Q1
Ch
Chase Coleman / Tiger Global
Tiger Global Management LLC
$77M0.5%HOLD2017-Q42017-Q4$47.4–$53.9
Le
Lei Zhang / HHLR Advisors
HHLR Advisors, Ltd.
$13M3.8%ADD2024-Q2Before 2020-Q1

* Cathie uses a 90-day daily window comparison; action semantics differ slightly from quarterly 13F

Related Tickers

infra layer · sorted by holder count

Holder Count: count of the 24 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.

Aggregate $: market value sum of the above positions.

Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 24 investors.

Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.

Entry Price Range: OHLC range of the quarter when the investor's holding first appeared in 13F; positions predating our coverage show "—".

Layers: chip · infra · model · app · enabler · autonomy · power.

Data live from source, as of 2026-07-06