Dan Polen - Polen Capital Management
Holding/activity history for Alphabet Inc. (GOOGL)
← All GOOGL superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 28,195 | 0.06 | Reduce 8.65% | <0.01 | $272.11–349.00 · VW $313.28i | $8,107,744 | SEC |
| 2025 Q4 | 30,864 | 0.04 | Reduce 93.48% | 0.35 | $235.84–328.83 · VW $295.89i | $9,660,396 | SEC |
| 2025 Q3 | 473,431 | 0.37 | Reduce 23.64% | 0.08 | $172.77–256.00 · VW $209.35i | $115,091,124 | SEC |
| 2025 Q2 | 620,019 | 0.34 | Add 1.49% | <0.01 | $140.53–181.23 · VW $164.63i | $109,265,878 | SEC |
| 2025 Q1 | 610,910 | 0.30 | Reduce 50.34% | 0.32 | $150.66–207.05 · VW $177.73i | $94,471,160 | SEC |
| 2024 Q4 | 1,230,197 | 0.63 | Reduce 3.46% | 0.02 | $159.74–201.42 · VW $176.91i | $232,876,376 | SEC |
| 2024 Q3 | 1,274,326 | 0.55 | Reduce 39.15% | 0.38 | $147.22–191.75 · VW $166.48i | $211,347,047 | SEC |
| 2024 Q2 | 2,094,374 | 0.96 | Reduce 1.92% | 0.01 | $149.60–186.05 · VW $170.15i | $381,490,198 | SEC |
| 2024 Q1 | 2,135,363 | 0.74 | Reduce 0.17% | <0.01 | $130.67–153.78 · VW $142.93i | $322,290,324 | SEC |
| 2023 Q4 | 2,138,915 | 0.72 | Reduce 1.49% | 0.01 | $120.21–142.68 · VW $132.28i | $298,785,073 | SEC |
| 2023 Q3 | 2,171,266 | 0.75 | Reduce 3.79% | 0.03 | $115.35–139.16 · VW $130.73i | $284,131,888 | SEC |
| 2023 Q2 | 2,256,727 | 0.67 | Reduce 1.11% | <0.01 | $101.93–129.04 · VW $115.57i | $270,130,174 | SEC |
| 2023 Q1 | 2,282,136 | 0.62 | Reduce 35.32% | 0.32 | $84.86–108.18 · VW $96.84i | $236,726,005 | SEC |
| 2022 Q4 | 3,528,451 | 0.91 | Reduce 1.72% | 0.02 | $83.34–104.82 · VW $94.88i | $311,315,191 | SEC |
| 2022 Q3 | 3,590,163 | 0.96 | Add 0.70% | <0.01 | $95.56–122.43 · VW $109.24i | $343,399,000 | SEC |
| 2022 Q2 | 3,565,100 | 1.03 | Reduce 0.11% | <0.01 | $101.88–143.71 · VW $115.69i | $388,464,000 | SEC |
| 2022 Q1 | 3,569,020 | 0.97 | Reduce 69.90% | 2.01 | $124.50–151.55 · VW $136.29i | $496,335,000 | SEC |
| 2021 Q4 | 11,856,680 | 2.88 | Add 3.05% | 0.09 | $131.05–150.97 · VW $143.87i | $1,717,464,000 | SEC |
| 2021 Q3 | 11,505,300 | 2.82 | Add 1.72% | 0.05 | $121.53–146.25 · VW $136.48i | $1,537,982,000 | SEC |
| 2021 Q2 | 11,310,940 | 2.65 | Add 18.46% | 0.41 | $104.57–123.10 · VW $116.70i | $1,380,947,000 | SEC |
| 2021 Q1 | 9,548,180 | 2.22 | Add 3.33% | 0.07 | $84.81–107.26 · VW $97.80i | $984,666,000 | SEC |
| 2020 Q4 | 9,240,040 | 1.89 | Add 2.12% | 0.04 | $71.66–92.19 · VW $83.83i | $809,723,000 | SEC |
| 2020 Q3 | 9,048,420 | 1.78 | Add 2.16% | 0.04 | $70.11–86.31 · VW $76.62i | $663,068,000 | SEC |
| 2020 Q2 | 8,857,240 | 1.90 | Add 7.60% | 0.13 | $53.75–73.79 · VW $67.18i | $628,001,000 | SEC |
| 2020 Q1 | 8,231,780 | 2.08 | Add 1.84% | 0.04 | $50.44–76.54 · VW $64.73i | $478,246,000 | SEC |
| 2019 Q4 | 8,082,660 | 2.13 | Add 1.44% | 0.03 | $58.16–68.35 · VW $64.38i | $541,291,000 | SEC |
| 2019 Q3 | 7,967,860 | 2.24 | Add 3.23% | 0.07 | $54.77–63.42 · VW $59.87i | $486,494,000 | SEC |
| 2019 Q2 | 7,718,640 | 2.03 | Add 1.71% | 0.03 | $51.35–64.85 · VW $57.23i | $417,887,000 | SEC |
| 2019 Q1 | 7,589,040 | 2.33 | Add 5.53% | 0.12 | $51.12–61.82 · VW $56.60i | $446,573,000 | SEC |
| 2018 Q4 | 7,191,380 | 2.45 | Add 4.02% | 0.09 | $48.88–61.23 · VW $54.05i | $375,735,000 | SEC |
| 2018 Q3 | 6,913,400 | 2.38 | Add 0.00% | $55.33–64.57 · VW $60.63i | $417,251,000 | SEC | |
| 2018 Q2 | 6,913,320 | 2.51 | Add 0.91% | 0.02 | $49.71–60.07 · VW $54.13i | $390,323,000 | SEC |
| 2018 Q1 | 6,851,100 | 2.52 | Add 0.45% | 0.01 | $49.20–59.90 · VW $54.82i | $355,277,000 | SEC |
| 2017 Q4 | 6,820,280 | 2.67 | Reduce 1.04% | 0.03 | $48.10–54.32 · VW $51.85i | $359,224,000 | SEC |
| 2017 Q3 | 6,892,280 | 2.70 | Reduce 22.14% | 0.80 | $45.77–50.31 · VW $47.63i | $335,558,000 | SEC |
| 2017 Q2 | 8,851,900 | 3.60 | Reduce 15.98% | 0.66 | $41.73–50.43 · VW $47.25i | $411,472,000 | SEC |
| 2017 Q1 | 10,535,120 | 4.16 | Add 7.95% | 0.31 | $39.84–43.72 · VW $41.89i | $446,584,000 | SEC |
| 2016 Q4 | 9,759,200 | 4.25 | Add 6.57% | 0.26 | $37.18–41.95 · VW $39.64i | $386,684,000 | SEC |
| 2016 Q3 | 9,157,700 | 4.39 | Reduce 5.92% | 0.26 | $34.95–40.95 · VW $39.36i | $368,167,000 | SEC |
| 2016 Q2 | 9,734,460 | 4.34 | Add 22.06% | 0.78 | $33.63–39.55 · VW $36.30i | $342,424,000 | SEC |
| 2016 Q1 | 7,975,400 | 4.18 | Add 2.83% | 0.11 | $34.10–40.52 · VW $37.02i | $304,222,000 | SEC |
| 2015 Q4 | 7,756,160 | 4.67 | Buy | 4.67 | $31.56–39.93 · VW $37.16i | $301,719,000 | SEC |
Price snapshot:
Current price$352.51
Avg. buy price$64.63
+/- since buy445.39%
52-week low$175.98
52-week high$408.37