# Alphabet (GOOG, GOOGL): value investors who own it

38 value investors held Alphabet in their Q3 2026 13F, led by Himalaya Capital, Lindsell Train, Ruane, Cunniff & Goldfarb (Sequoia), Oakcliff Capital…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Himalaya Capital | 47.9% | $1.8bn | Unchanged | 25 |
| Lindsell Train | 17.5% | $460m | Trimmed -24% | 6 |
| Ruane, Cunniff & Goldfarb (Sequoia) | 16.2% | $1.0bn | Trimmed -4.9% | 44 |
| Oakcliff Capital | 15.6% | $41.7m | Unchanged | 34 |
| Troy Asset Management | 12.8% | $458m | Trimmed -13% | 36 |
| Berkshire Hathaway | 12.6% | $38bn | Added +83% | 4 |
| Gardner Russo & Quinn | 12.1% | $1.1bn | Trimmed -9.0% | 34 |
| First Pacific Advisors (FPA) | 12.1% | $974m | Trimmed -9.1% | 43 |
| Chou Associates | 11.8% | $25.6m | Unchanged | 9 |
| Giverny Capital | 10.9% | $325m | Trimmed -5.5% | 40 |
| Greenlea Lane Capital | 9.8% | $35.7m | Unchanged | 23 |
| Wedgewood Partners | 9.4% | $45.5m | Trimmed -18% | 12 |
| Cantillon Capital Management | 9.2% | $61.1m | Trimmed -95% | 43 |
| Markel Group | 9.0% | $1.2bn | Unchanged | 43 |
| Baupost Group | 8.9% | $485m | Added +16% | 26 |
| Abrams Capital Management | 8.9% | $490m | Trimmed -26% | 33 |
| Appaloosa | 8.5% | $654m | Added +6.8% | 43 |
| TCI Fund Management | 8.3% | $4.4bn | Added +9.6% | 36 |
| Jensen Investment Management | 6.9% | $285m | Trimmed -45% | 20 |
| Kahn Brothers | 6.8% | $42.7m | Trimmed -0.9% | 5 |
| Polen Capital Management | 6.7% | $775m | Trimmed -26% | 43 |
| Weitz Investment Management | 6.6% | $94.7m | Trimmed -18% | 43 |
| Vulcan Value Partners | 5.8% | $191m | Trimmed -20% | 36 |
| Mairs & Power | 5.6% | $614m | Added +4.2% | 44 |
| Davis Selected Advisers | 5.4% | $1.2bn | Trimmed -7.2% | 43 |
| Yacktman Asset Management | 4.9% | $399m | Added +0.2% | 30 |
| Fundsmith | 4.6% | $634m | Trimmed -40% | 19 |
| First Eagle Investment Management | 4.6% | $2.8bn | Trimmed -8.9% | 43 |
| Dodge & Cox | 4.2% | $8.0bn | Trimmed -1.0% | 43 |
| Matrix Asset Advisors | 4.0% | $48.1m | Added +1.0% | 42 |
| Harris Associates (Oakmark) | 3.9% | $2.9bn | Trimmed -12% | 43 |
| Tweedy, Browne | 3.8% | $50.5m | Trimmed -29% | 43 |
| H&H International (Duan Yongping) | 3.6% | $696m | Trimmed -47% | 31 |
| RV Capital | 3.0% | $11.6m | Unchanged | 5 |
| AltaRock Partners | 0.3% | $15.0m | Trimmed -3.2% | 27 |
| Brave Warrior Advisors | 0.2% | $8.6m | Unchanged | 18 |
| Semper Augustus | 0.1% | $1.1m | Unchanged | 3 |
| Horizon Kinetics | 0.0% | $2.1m | Trimmed -4.6% | 30 |
| Omega Family Office (Leon Cooperman) | 0.0% | $0k | Sold out | 23 |
| Pershing Square | 0.0% | $0k | Sold out | 13 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-30 | ARNOLD FRANCES | Director | Sold | 83 | $28k |
| 2026-08-28 | ARNOLD FRANCES | Director | Sold | 82 | $28k |
| 2026-07-30 | ARNOLD FRANCES | Director | Sold | 82 | $27k |
| 2026-07-29 | Saraci Marsida | VP, Chief Accounting Officer | Sold | 449 | $150k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Sequoia Fund | Ruane, Cunniff & Goldfarb (Sequoia) | 9.2% | $333m | 2026-06-30 |
| Jensen Quality Growth Fund | Jensen Investment Management | 7.4% | $219m | 2026-05-31 |
| Weitz Partners Value Fund | Weitz Investment Management | 6.9% | $34.3m | 2026-06-30 |
| Polen Global Growth Fund | Polen Capital Management | 6.7% | $7.4m | 2026-07-31 |
| Weitz Large Cap Equity Fund | Weitz Investment Management | 5.9% | $37.1m | 2026-06-30 |
| Weitz Partners III Opportunity Fund | Weitz Investment Management | 5.8% | $19.4m | 2026-06-30 |
| FPA Crescent Fund | First Pacific Advisors (FPA) | 5.0% | $620m | 2026-06-30 |
| Mairs & Power Growth Fund | Mairs & Power | 4.9% | $271m | 2026-06-30 |
| Oakmark Global Select Fund | Harris Associates (Oakmark) | 4.3% | $35.4m | 2026-06-30 |
| Vulcan Value Partners Fund | Vulcan Value Partners | 4.0% | $9.2m | 2026-07-31 |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 3.8% | $493m | 2026-06-30 |
| AMG Yacktman Fund | Yacktman Asset Management | 3.6% | $261m | 2026-06-30 |
| Fundsmith Equity ETF | Fundsmith | 3.6% | $278k | 2026-06-30 |
| First Eagle Global Fund | First Eagle Investment Management | 2.6% | $2.0bn | 2026-07-31 |
| Davis Global Fund | Davis Selected Advisers | 2.0% | $18.3m | 2026-07-31 |
| AMG Yacktman Focused Fund | Yacktman Asset Management | 1.7% | $53.0m | 2026-06-30 |
| Oakmark Global Fund | Harris Associates (Oakmark) | 1.5% | $16.4m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/goog). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.