Robert Goldfarb - Ruane, Cunniff & Goldfarb
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    50
Portfolio value:    $6,028,259,104
Holdings Activity Buys Sells    History
Holding/activity history for  Alphabet Inc. (GOOG)
← All GOOG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 950,394 4.52 Reduce 16.80% 0.94 $271.54–350.15 · VW $312.92i $272,630,041 SEC
2025   Q4 1,142,353 5.60 Reduce 8.94% 0.45 $236.68–328.67 · VW $296.23i $358,470,368 SEC
2025   Q3 1,254,571 5.06 Reduce 2.45% 0.10 $173.88–256.70 · VW $210.05i $305,550,765 SEC
2025   Q2 1,286,121 3.91 Reduce 3.19% 0.12 $142.66–182.45 · VW $166.40i $228,145,002 SEC
2025   Q1 1,328,509 3.77 Reduce 4.56% 0.21 $152.21–208.70 · VW $179.29i $207,552,960 SEC
2024   Q4 1,391,955 4.50 Reduce 4.73% 0.18 $161.12–202.88 · VW $178.52i $265,083,908 SEC
2024   Q3 1,460,992 3.82 Reduce 2.19% 0.09 $148.20–193.31 · VW $167.76i $244,263,251 SEC
2024   Q2 1,493,749 4.27 Reduce 5.50% 0.21 $151.08–187.50 · VW $171.74i $273,983,440 SEC
2024   Q1 1,580,745 3.74 Reduce 11.23% 0.45 $131.55–155.20 · VW $144.24i $240,684,232 SEC
2023   Q4 1,780,687 4.01 Reduce 5.01% 0.21 $121.46–143.95 · VW $133.63i $250,952,219 SEC
2023   Q3 1,874,601 4.10 Reduce 4.64% 0.17 $115.83–139.93 · VW $131.48i $247,166,142 SEC
2023   Q2 1,965,751 3.75 Reduce 3.64% 0.13 $102.38–129.55 · VW $116.33i $237,796,898 SEC
2023   Q1 2,039,908 3.47 Reduce 5.21% 0.16 $85.57–108.82 · VW $97.51i $212,150,432 SEC
2022   Q4 2,151,988 2.98 Reduce 5.73% 0.19 $83.45–105.10 · VW $95.21i $190,945,896 SEC
2022   Q3 2,282,754 3.26 Reduce 16.57% 0.65 $96.03–123.26 · VW $109.79i $219,487,000 SEC
2022   Q2 2,736,120 3.90 Reduce 24.82% 1.24 $102.21–144.04 · VW $115.81i $299,256,000 SEC
2022   Q1 3,639,420 5.01 Reduce 3.08% 0.14 $124.64–152.10 · VW $136.53i $508,243,000 SEC
2021   Q4 3,754,960 4.64 Reduce 4.10% 0.19 $131.17–151.85 · VW $144.34i $543,266,000 SEC
2021   Q3 3,915,640 4.69 Reduce 7.19% 0.34 $124.85–146.82 · VW $137.43i $521,820,000 SEC
2021   Q2 4,218,960 4.69 Reduce 1.37% 0.06 $104.84–127.80 · VW $119.28i $528,703,000 SEC
2021   Q1 4,277,540 4.16 Reduce 2.10% 0.09 $84.95–107.63 · VW $98.43i $442,432,000 SEC
2020   Q4 4,369,240 4.08 Reduce 52.31% 4.19 $71.80–92.36 · VW $84.30i $382,719,000 SEC
2020   Q3 9,162,040 8.01 Reduce 10.90% 1.06 $70.33–86.66 · VW $76.94i $673,227,000 SEC
2020   Q2 10,282,520 9.74 Reduce 19.25% 2.28 $53.99–73.80 · VW $67.35i $726,774,000 SEC
2020   Q1 12,733,880 11.86 Reduce 12.32% 1.48 $50.68–76.61 · VW $64.93i $740,354,000 SEC
2019   Q4 14,522,500 12.01 Reduce 3.52% 0.42 $58.12–68.25 · VW $64.41i $970,844,000 SEC
2019   Q3 15,052,340 12.04 Add 0.61% 0.07 $54.69–63.28 · VW $59.80i $917,440,000 SEC
2019   Q2 14,960,660 10.89 Reduce 1.44% 0.13 $51.25–64.46 · VW $56.85i $808,556,000 SEC
2019   Q1 15,178,780 9.09 Reduce 6.06% 0.56 $50.70–61.59 · VW $56.31i $890,471,000 SEC
2018   Q4 16,157,100 9.21 Reduce 4.16% 0.38 $48.51–60.50 · VW $53.42i $836,623,000 SEC
2018   Q3 16,858,120 9.25 Reduce 1.40% 0.12 $54.69–63.69 · VW $60.00i $1,005,983,000 SEC
2018   Q2 17,096,880 8.54 Reduce 3.79% 0.31 $49.52–59.31 · VW $53.70i $953,707,000 SEC
2018   Q1 17,770,100 8.18 $50.23 $892,556,000 SEC
Price snapshot:
Current price$350.67
Avg. buy price$50.29
+/- since buy597.25%
52-week low$180.20
52-week high$404.23