David Abrams - Abrams Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $4,638,238,227
Holdings Activity Buys Sells    History
Holding/activity history for  Alphabet Inc. (GOOGL)
← All GOOGL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,865,768 11.57 Reduce 2.65% 0.28 $272.11–349.00 · VW $313.28i $536,520,246 SEC
2025   Q4 1,916,630 10.57 Reduce 9.77% 0.82 $235.84–328.83 · VW $295.89i $599,905,190 SEC
2025   Q3 2,124,130 8.37 $243.10 $516,376,003 SEC
2025   Q2 2,124,130 6.12 $176.23 $374,335,430 SEC
2025   Q1 2,124,130 5.83 $154.64 $328,475,463 SEC
2024   Q4 2,124,130 6.47 Add 2.75% 0.17 $159.74–201.42 · VW $176.91i $402,097,809 SEC
2024   Q3 2,067,195 5.51 $165.85 $342,844,291 SEC
2024   Q2 2,067,195 7.36 $182.15 $376,539,569 SEC
2024   Q1 2,067,195 9.74 Reduce 10.99% 1.11 $130.67–153.78 · VW $142.93i $312,001,741 SEC
2023   Q4 2,322,340 10.08 $139.69 $324,407,675 SEC
2023   Q3 2,322,340 10.04 $130.86 $303,901,412 SEC
2023   Q2 2,322,340 7.99 Reduce 0.73% 0.06 $101.93–129.04 · VW $115.57i $277,984,098 SEC
2023   Q1 2,339,440 7.68 $103.73 $242,670,111 SEC
2022   Q4 2,339,440 7.36 Reduce 19.62% 1.58 $83.34–104.82 · VW $94.88i $206,408,791 SEC
2022   Q3 2,910,600 8.03 Reduce 0.62% 0.05 $95.56–122.43 · VW $109.24i $278,399,000 SEC
2022   Q2 2,928,800 8.58 $108.96 $319,131,000 SEC
2022   Q1 2,928,800 9.51 $139.07 $407,301,000 SEC
2021   Q4 2,928,800 9.31 $144.85 $424,243,000 SEC
2021   Q3 2,928,800 8.54 $133.68 $391,510,000 SEC
2021   Q2 2,928,800 7.95 $122.09 $357,576,000 SEC
2021   Q1 2,928,800 6.80 $103.13 $302,035,000 SEC
2020   Q4 2,928,800 7.24 $87.63 $256,657,000 SEC
2020   Q3 2,928,800 6.78 $73.28 $214,622,000 SEC
2020   Q2 2,928,800 6.71 $70.90 $207,659,000 SEC
2020   Q1 2,928,800 6.70 Add 21.01% 1.16 $50.44–76.54 · VW $64.73i $170,156,000 SEC
2019   Q4 2,420,380 5.04 Reduce 2.50% 0.11 $58.16–68.35 · VW $64.38i $162,092,000 SEC
2019   Q3 2,482,340 4.24 $61.06 $151,564,000 SEC
2019   Q2 2,482,340 3.65 $54.14 $134,394,000 SEC
2019   Q1 2,482,340 4.10 $58.84 $146,072,000 SEC
2018   Q4 2,482,340 5.36 $52.25 $129,697,000 SEC
2018   Q3 2,482,340 3.96 $60.35 $149,819,000 SEC
2018   Q2 2,482,340 3.90 Buy 3.90 $49.71–60.07 · VW $54.13i $140,152,000 SEC
Price snapshot:
Current price$352.51
Avg. buy price$60.30
+/- since buy484.62%
52-week low$175.98
52-week high$408.37