Francois Rochon - Giverny Capital
Holding/activity history for Alphabet Inc. (GOOGL)
← All GOOGL superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 348,469 | 3.67 | Reduce 3.58% | 0.13 | $272.11–349.00 · VW $313.28i | $100,205,746 | SEC |
| 2025 Q4 | 361,398 | 3.77 | Add 0.63% | 0.02 | $235.84–328.83 · VW $295.89i | $113,117,574 | SEC |
| 2025 Q3 | 359,143 | 2.96 | Reduce 5.39% | 0.12 | $172.77–256.00 · VW $209.35i | $87,307,663 | SEC |
| 2025 Q2 | 379,617 | 2.29 | Add 5.57% | 0.12 | $140.53–181.23 · VW $164.63i | $66,899,904 | SEC |
| 2025 Q1 | 359,603 | 2.05 | Add 0.78% | 0.02 | $150.66–207.05 · VW $177.73i | $55,609,008 | SEC |
| 2024 Q4 | 356,828 | 2.47 | Add 2.92% | 0.07 | $159.74–201.42 · VW $176.91i | $67,547,540 | SEC |
| 2024 Q3 | 346,704 | 2.19 | Add 11.81% | 0.23 | $147.22–191.75 · VW $166.48i | $57,500,858 | SEC |
| 2024 Q2 | 310,083 | 2.39 | Add 5.95% | 0.13 | $149.60–186.05 · VW $170.15i | $56,481,618 | SEC |
| 2024 Q1 | 292,664 | 1.80 | Add 4.75% | 0.08 | $130.67–153.78 · VW $142.93i | $44,171,778 | SEC |
| 2023 Q4 | 279,386 | 1.83 | Add 19.33% | 0.30 | $120.21–142.68 · VW $132.28i | $39,027,430 | SEC |
| 2023 Q3 | 234,124 | 1.66 | Add 5.04% | 0.08 | $115.35–139.16 · VW $130.73i | $30,637,467 | SEC |
| 2023 Q2 | 222,888 | 1.40 | Add 4.56% | 0.06 | $101.93–129.04 · VW $115.57i | $26,679,694 | SEC |
| 2023 Q1 | 213,177 | 1.33 | Add 2.35% | 0.03 | $84.86–108.18 · VW $96.84i | $22,112,850 | SEC |
| 2022 Q4 | 208,280 | 1.14 | Add 4.17% | 0.05 | $83.34–104.82 · VW $94.88i | $18,376,544 | SEC |
| 2022 Q3 | 199,944 | 1.30 | Add 4.10% | 0.05 | $95.56–122.43 · VW $109.24i | $19,125,000 | SEC |
| 2022 Q2 | 192,060 | 1.38 | Add 1.88% | 0.03 | $101.88–143.71 · VW $115.69i | $20,927,000 | SEC |
| 2022 Q1 | 188,520 | 1.48 | Add 0.50% | <0.01 | $124.50–151.55 · VW $136.29i | $26,217,000 | SEC |
| 2021 Q4 | 187,580 | 1.45 | Reduce 0.53% | <0.01 | $131.05–150.97 · VW $143.87i | $27,171,000 | SEC |
| 2021 Q3 | 188,580 | 1.50 | Add 3.33% | 0.05 | $121.53–146.25 · VW $136.48i | $25,209,000 | SEC |
| 2021 Q2 | 182,500 | 1.36 | Add 5.39% | 0.07 | $104.57–123.10 · VW $116.70i | $22,281,000 | SEC |
| 2021 Q1 | 173,160 | 1.19 | Add 1.36% | 0.02 | $84.81–107.26 · VW $97.80i | $17,857,000 | SEC |
| 2020 Q4 | 170,840 | 1.15 | Add 9.71% | 0.10 | $71.66–92.19 · VW $83.83i | $14,971,000 | SEC |
| 2020 Q3 | 155,720 | 1.05 | Reduce 15.40% | 0.20 | $70.11–86.31 · VW $76.62i | $11,411,000 | SEC |
| 2020 Q2 | 184,060 | 1.30 | Add 38.87% | 0.36 | $53.75–73.79 · VW $67.18i | $13,050,000 | SEC |
| 2020 Q1 | 132,540 | 0.98 | Add 4.03% | 0.04 | $50.44–76.54 · VW $64.73i | $7,700,000 | SEC |
| 2019 Q4 | 127,400 | 0.77 | Add 10.28% | 0.07 | $58.16–68.35 · VW $64.38i | $8,532,000 | SEC |
| 2019 Q3 | 115,520 | 0.70 | Reduce 1.48% | <0.01 | $54.77–63.42 · VW $59.87i | $7,053,000 | SEC |
| 2019 Q2 | 117,260 | 0.64 | Reduce 1.73% | 0.01 | $51.35–64.85 · VW $57.23i | $6,348,000 | SEC |
| 2019 Q1 | 119,320 | 0.81 | Add 5.82% | 0.04 | $51.12–61.82 · VW $56.60i | $7,021,000 | SEC |
| 2018 Q4 | 112,760 | 0.78 | Reduce 0.77% | <0.01 | $48.88–61.23 · VW $54.05i | $5,891,000 | SEC |
| 2018 Q3 | 113,640 | 0.82 | Reduce 0.96% | <0.01 | $55.33–64.57 · VW $60.63i | $6,859,000 | SEC |
| 2018 Q2 | 114,740 | 0.91 | $56.46 | $6,478,000 | SEC | ||
| 2018 Q1 | 114,740 | 0.87 | Reduce 1.32% | 0.01 | $49.20–59.90 · VW $54.82i | $5,950,000 | SEC |
| 2017 Q4 | 116,280 | 0.91 | Reduce 3.45% | 0.03 | $48.10–54.32 · VW $51.85i | $6,124,000 | SEC |
| 2017 Q3 | 120,440 | 0.94 | Add 2.05% | 0.02 | $45.77–50.31 · VW $47.63i | $5,864,000 | SEC |
| 2017 Q2 | 118,020 | 0.97 | Reduce 0.54% | <0.01 | $41.73–50.43 · VW $47.25i | $5,486,000 | SEC |
| 2017 Q1 | 118,660 | 0.92 | Reduce 0.84% | <0.01 | $39.84–43.72 · VW $41.89i | $5,030,000 | SEC |
| 2016 Q4 | 119,660 | 0.89 | Reduce 0.91% | 0.01 | $37.18–41.95 · VW $39.64i | $4,741,000 | SEC |
| 2016 Q3 | 120,760 | 1.35 | Buy | 1.35 | $34.95–40.95 · VW $39.36i | $4,855,000 | SEC |
Price snapshot:
Current price$352.51
Avg. buy price$106.95
+/- since buy229.60%
52-week low$175.98
52-week high$408.37