ALPHABET INC (GOOG)

C

Chris Hohn

TCI Fund Management Ltd · Q1 2026

$2.5B

5.62% of portfolio (+16.5%)

Added to

F

First Eagle

First Eagle Investment Management, LLC · Q1 2026

$2.1B

3.60% of portfolio (+0.5%)

Added to

W

Warren Buffett

Berkshire Hathaway Inc · Q1 2026

$1.0B

0.39% of portfolio

New buy

J

John Armitage

Egerton Capital (UK) LLP · Q1 2026

$992M

11.01% of portfolio (+220.7%)

Added to

T

Thomas Russo

Gardner Russo & Quinn LLC · Q1 2026

$961M

11.31% of portfolio (-14.8%)

Trimmed

P

Polen Capital

Polen Capital Management LLC · Q1 2026

$845M

5.85% of portfolio (-26.7%)

Trimmed

T

Tom Gayner

Markel Group Inc. · Q1 2026

$789M

6.61% of portfolio

Held

L

Li Lu

Himalaya Capital Management LLC · Q1 2026

$703M

21.97% of portfolio

Held

D

David Tepper

Appaloosa LP · Q1 2026

$497M

8.38% of portfolio (-3%)

Trimmed

S

Seth Klarman

The Baupost Group, LLC · Q1 2026

$339M

6.62% of portfolio (+8.6%)

Added to

P

Philippe Laffont

Coatue Management LLC · Q1 2026

$320M

1.10% of portfolio (-44.2%)

Trimmed

R

Ruane, Cunniff & Goldfarb

Ruane, Cunniff & Goldfarb Inc · Q1 2026

$273M

4.52% of portfolio (-16.8%)

Trimmed

C

Christopher Davis

Davis Selected Advisers · Q1 2026

$194M

0.89% of portfolio (-4.7%)

Trimmed

F

François Rochon

Giverny Capital Inc. · Q1 2026

$178M

6.52% of portfolio (-2.9%)

Trimmed

R

Ray Dalio

Bridgewater Associates, LP · Q1 2026

$111M

0.50% of portfolio

New buy

W

Wallace Weitz

Weitz Investment Management, Inc. · Q1 2026

$94M

6.54% of portfolio (-6.1%)

Trimmed

B

Bill Ackman

Pershing Square Capital Management, L.P. · Q1 2026

$89M

0.65% of portfolio (-94.9%)

Trimmed

G

Glenn Greenberg

Brave Warrior Advisors, LLC · Q1 2026

$1M

0.03% of portfolio

Held