aismartmoney
Investors / Tickers / GOOGL

GOOGL·Alphabet Inc Class A

infraappmodelAI CoreData as of 2026-07-07
Holder Count
26 / 30
26 of 30 tracked investors hold GOOGL
Aggregate $
$81.17B
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
7.9%
Share of aggregated AI exposure across 30 investors

Latest quarter · 2026-Q1

Holders

Sorted by position $ desc by default; click headers to sort
InvestorPosition $% of AI ExposureLatest 13F ActionEntry Quarter
$30.53B7.7%TRIM2025-Q4Before 2020-Q1
T. Rowe Price Associates
T. Rowe Price Associates, Inc.
$23.15B6.4%HOLD2026-Q1Before 2020-Q1
Berkshire Hathaway
Berkshire Hathaway Inc
$15.60B20.9%ADD2026-Q12025-Q3
Chase Coleman / Tiger Global
Tiger Global Management LLC
$3.06B20.0%HOLD2026-Q12022-Q2
Temasek Holdings
Temasek Holdings (Private) Ltd
$1.35B18.4%HOLD2026-Q1Before 2020-Q1
Philippe Laffont / Coatue
Coatue Management LLC
$1.24B8.5%TRIM2026-Q12022-Q4
$817M3.8%HOLD2026-Q1Before 2020-Q1
Alex Sacerdote / Whale Rock Capital
Whale Rock Capital Management LLC
$768M19.2%ADD2026-Q1Before 2020-Q1
Li Lu / Himalaya Capital
Himalaya Capital Management LLC
$731M50.0%HOLD2026-Q12022-Q2
Chris Hohn / TCI Fund Management
TCI Fund Management Ltd
$707M16.6%HOLD2026-Q1Before 2020-Q1
Andreas Halvorsen / Viking Global
Viking Global Investors LP
$689M10.9%TRIM2026-Q1Before 2020-Q1
Baillie Gifford & Co
Baillie Gifford & Co
$560M2.5%HOLD2026-Q1Before 2020-Q1
Izzy Englander / Millennium
Millennium Management LLC
$478M3.6%TRIM2026-Q1Before 2020-Q1
Masayoshi Son / SoftBank Group
SoftBank Group Corp.
$475M10.0%NEW2020-Q2Before 2020-Q1
Steve Cohen / Point72
Point72 Asset Management, L.P.
$186M1.4%ADD2026-Q1Before 2020-Q1
Brad Gerstner / Altimeter
Altimeter Capital Management LP
$163M3.3%ADD2025-Q4Before 2020-Q1
Gavin Baker / Atreides Management
Atreides Management LP
$160M6.3%ADD2026-Q12021-Q2
Dan Sundheim / D1 Capital
D1 Capital Partners L.P.
$135M9.4%HOLD2026-Q1Before 2020-Q1
$121M31.8%ADD2025-Q42023-Q3
Dan Bin / Oriental Harbor Investment Master Fund
Oriental Harbor Investment Master Fund
$80M7.8%NEW2026-Q1Before 2020-Q1
$54M1.3%HOLD2026-Q12023-Q3
$50M6.7%HOLD2026-Q12023-Q1
Cathie Wood / ARK Invest
ARK Investment Management LLC
$43M0.7%ADD90-day window2026-Q2
Bill Ackman / Pershing Square
Pershing Square Capital Management, L.P.
$9M0.2%TRIM2026-Q1Before 2020-Q1
Michael Burry / Scion Asset Management
Scion Asset Management, LLC
$5M21.0%NEW2023-Q4Before 2020-Q1
Lei Zhang / HHLR Advisors
HHLR Advisors, Ltd.
$2M0.7%HOLD2025-Q4Before 2020-Q1

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

Position Action Log

Showing latest 200 of 281
DateInvestorActionΔ $Δ Shares
2026-06-03ADD+133.8K
2026-Q1EXIT−$163M−519.3K
2026-Q1ADD−$1M+40.7K
2026-Q1ADD−$37M+39.7K
2026-Q1ADD+$10.01B+36.40M
2026-Q1TRIM−$901M−2.53M
2026-Q1ADD+$135M+468.9K
2026-Q1NEW+$80M+277.1K
2026-Q1EXIT−$121M−385.0K
2026-Q1EXIT−$2M−7.3K
2026-Q1ADD−$38M+92.0K
2026-Q1ADD+$50M+175.0K
2026-Q1ADD+$54M+187.6K
2026-Q1TRIM−$410M−4.70M
2026-Q1TRIM−$203M−645.9K
2026-Q1ADD+$90M+340.7K
2026-Q1TRIM−$3.13B−3.46M
2026-Q1ADD+$707M+2.46M
2026-Q1ADD−$111M+20.9K
2026-Q1TRIM−$146M−270.4K
2026-Q1ADD+$111M+570.9K
2025-Q4ADD+$86M+206.2K
2025-Q4TRIM+$27M−35.9K
2025-Q4ADD+$423M+1.19M
2025-Q4TRIM+$386M−379.7K
2025-Q4ADD+$96M+282.8K
2025-Q4ADD+$2M+7.3K
2025-Q4TRIM+$151M−92.0K
2025-Q4TRIM+$8.59B−26.97M
2025-Q4TRIM−$965M−4.17M
2025-Q4TRIM−$39M−246.6K
2025-Q4TRIM+$5.51B−1.49M
2025-Q4ADD+$460M+546.6K
2025-Q4ADD+$835M+2.67M
2025-Q4ADD+$373M+930.6K
2025-Q3ADD+$76M+313.1K
2025-Q3TRIM−$34M−400.6K
2025-Q3TRIM+$38M−55.0K
2025-Q3NEW+$4.34B+17.85M
2025-Q3ADD+$1.40B+5.21M
2025-Q3ADD+$25M+102.2K
2025-Q3TRIM+$232M−519.0K
2025-Q3ADD+$47M+60.1K
2025-Q3ADD+$7.69B+11.23M
2025-Q3EXIT−$556M−3.16M
2025-Q3ADD+$399M+696.8K
2025-Q3ADD+$284M+1.17M
2025-Q2ADD+$138M+761.8K
2025-Q2TRIM+$13M−25.7K
2025-Q2TRIM−$2.44B−4.29M
2025-Q2ADD+$259M+925.0K
2025-Q2ADD+$24M+89.6K
2025-Q2TRIM−$703M−14.91M
2025-Q2TRIM−$76M−930.0K
2025-Q2ADD+$103M+184.2K
2025-Q2ADD+$279M+322.6K
2025-Q2EXIT−$268M−1.73M
2025-Q1EXIT−$164M−867.3K
2025-Q1TRIM−$55M−254.5K
2025-Q1TRIM−$35M−37.0K
2025-Q1TRIM−$302M−1.23M
2025-Q1EXIT−$15M−76.7K
2025-Q1ADD−$68M+451.5K
2025-Q1TRIM−$130M−757.3K
2025-Q1TRIM−$4.89B−9.50M
2025-Q1TRIM−$509M−1.94M
2025-Q1TRIM−$209M−509.3K
2025-Q1EXIT−$693M−3.66M
2025-Q1ADD−$3M+302.6K
2024-Q4ADD+$54M+205.7K
2024-Q4ADD+$48M+224.1K
2024-Q4ADD+$22M+13.9K
2024-Q4TRIM+$2M−444.6K
2024-Q4ADD+$15M+76.7K
2024-Q4ADD+$4.81B+21.33M
2024-Q4ADD+$3.57B+7.57M
2024-Q4TRIM−$70M−951.8K
2024-Q4ADD+$481M+2.38M
2024-Q4TRIM−$127M−967.7K
2024-Q3TRIM−$13M−12.9K
2024-Q3TRIM−$61M−317.9K
2024-Q3TRIM−$44M−168.9K
2024-Q3ADD+$107M+917.7K
2024-Q3EXIT−$257K−1.4K
2024-Q3EXIT−$361M−1.98M
2024-Q3TRIM−$66M−550.5K
2024-Q3TRIM−$2.77B−7.08M
2024-Q3ADD−$27M+273.5K
2024-Q3ADD+$212M+1.28M
2024-Q3TRIM−$143M−572.1K
2024-Q2ADD+$80M+388.1K
2024-Q2TRIM−$37M−357.8K
2024-Q2ADD+$34M+18.0K
2024-Q2TRIM−$172M−1.71M
2024-Q2EXIT−$358M−2.37M
2024-Q2NEW+$257K+1.4K
2024-Q2TRIM−$92M−1.02M
2024-Q2TRIM+$4.14B−3.06M
2024-Q2TRIM+$69M−368.3K
2024-Q2TRIM+$2.84B−1.50M
2024-Q2ADD+$915M+4.82M
2024-Q2ADD+$769M+4.18M
2024-Q2ADD+$541M+2.97M
2024-Q1ADD+$43M+286.4K
2024-Q1ADD+$135M+895.2K
2024-Q1TRIM−$11M−154.4K
2024-Q1EXIT−$5M−35.0K
2024-Q1ADD+$413M+2.60M
2024-Q1ADD+$85M+414.0K
2024-Q1ADD+$453M+3.00M
2024-Q1ADD+$214M+1.39M
2024-Q1TRIM+$175M−6.77M
2024-Q1ADD+$161M+1.05M
2024-Q1ADD+$34M+224.2K
2024-Q1ADD+$989M+6.25M
2024-Q1EXIT−$460M−3.29M
2023-Q4EXIT−$162M−1.24M
2023-Q4TRIM+$8M−16.7K
2023-Q4NEW+$5M+35.0K
2023-Q4TRIM−$416M−3.30M
2023-Q4ADD+$82M+498.2K
2023-Q4EXIT−$110M−838.4K
2023-Q4EXIT−$118M−900.0K
2023-Q4EXIT−$407M−3.11M
2023-Q4ADD+$376M+2.45M
2023-Q4TRIM−$28M−237.0K
2023-Q4TRIM−$18M−7.31M
2023-Q4ADD+$22M+157.4K
2023-Q4ADD+$3M+22.2K
2023-Q4TRIM−$131M−1.28M
2023-Q4NEW+$460M+3.29M
2023-Q4EXIT−$207M−1.58M
2023-Q3EXIT−$10M−85.8K
2023-Q3ADD+$162M+1.24M
2023-Q3TRIM+$9M−31.7K
2023-Q3TRIM+$14M−364.9K
2023-Q3TRIM−$83M−828.2K
2023-Q3ADD+$110M+838.4K
2023-Q3TRIM−$53M−525.0K
2023-Q3NEW+$407M+3.11M
2023-Q3ADD+$116M+602.8K
2023-Q3ADD+$308M+2.17M
2023-Q3ADD+$71M+544.5K
2023-Q3ADD+$1.39B+979.3K
2023-Q3NEW+$3M+19.8K
2023-Q3ADD+$242M+1.52M
2023-Q3ADD+$161M+1.20M
2023-Q2TRIM−$107M−1.05M
2023-Q2EXIT+$0+0
2023-Q2ADD+$23M+43.8K
2023-Q2ADD+$145M+545.1K
2023-Q2TRIM−$27M−608.8K
2023-Q2EXIT−$91M−877.7K
2023-Q2TRIM−$322M−3.33M
2023-Q2TRIM−$411M−4.55M
2023-Q2TRIM−$4M−97.2K
2023-Q1ADD+$118M+1.13M
2023-Q1TRIM+$9M−93.7K
2023-Q1ADD+$487M+4.64M
2023-Q1ADD+$47M+20.9K
2023-Q1ADD+$91M+877.7K
2023-Q1NEW+$493M+4.75M
2023-Q1NEW+$227M+2.19M
2023-Q1EXIT−$1.41B−15.96M
2023-Q1ADD+$539M+4.64M
2023-Q1TRIM−$3M−121.6K
2022-Q4ADD+$374K+98.7K
2022-Q4ADD+$32M+360.9K
2022-Q4ADD+$80M+1.06M
2022-Q4ADD+$134M+1.60M
2022-Q4TRIM−$195M−1.75M
2022-Q4ADD+$17M+226.2K
2022-Q3EXIT−$32M−14.8K
2022-Q3ADD−$15M+1.07M
2022-Q3ADD+$174M+1.82M
2022-Q3ADD−$13M+900.6K
2022-Q3ADD−$147M+15.19M
2022-Q3ADD+$283M+5.36M
2022-Q3ADD−$5M+355.5K
2022-Q2TRIM−$237M−82.1K
2022-Q2ADD−$24M+3.4K
2022-Q2NEW+$103M+47.4K
2022-Q2ADD+$80M+195.0K
2022-Q2ADD+$241M+110.5K
2022-Q2TRIM−$470M−164.8K
2022-Q1ADD+$133M+49.8K
2022-Q1EXIT−$274M−94.4K
2022-Q1TRIM−$197M−45.0K
2022-Q1TRIM−$436M−143.3K
2021-Q4ADD+$72M+22.9K
2021-Q4TRIM+$764K−4.1K
2021-Q4TRIM−$39M−22.6K
2021-Q4ADD+$122M+18.5K
2021-Q3TRIM−$10M−6.5K
2021-Q3TRIM+$4M−3.8K
2021-Q3ADD+$91M+26.0K
2021-Q3ADD+$170M+40.4K
2021-Q2ADD+$75M+30.7K
2021-Q2TRIM−$182M−99.6K
2021-Q2ADD+$158M+59.9K

Related Tickers

infra layer · sorted by holder count

Holder Count: count of the 30 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 30 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.

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

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