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. (GOOGL)
← All GOOGL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,117,644 10.10 Reduce 2.63% 0.28 $272.11–349.00 · VW $313.28i $608,949,709 SEC
2025   Q4 2,174,821 10.63 Reduce 7.72% 0.73 $235.84–328.83 · VW $295.89i $680,718,973 SEC
2025   Q3 2,356,719 9.49 Reduce 0.41% 0.03 $172.77–256.00 · VW $209.35i $572,918,389 SEC
2025   Q2 2,366,319 7.15 Reduce 0.27% 0.02 $140.53–181.23 · VW $164.63i $417,016,397 SEC
2025   Q1 2,372,844 6.66 Reduce 0.79% 0.06 $150.66–207.05 · VW $177.73i $366,936,596 SEC
2024   Q4 2,391,801 7.69 Reduce 10.32% 0.71 $159.74–201.42 · VW $176.91i $452,767,929 SEC
2024   Q3 2,667,043 6.92 Reduce 3.92% 0.31 $147.22–191.75 · VW $166.48i $442,329,082 SEC
2024   Q2 2,775,840 7.88 Reduce 4.44% 0.30 $149.60–186.05 · VW $170.15i $505,619,256 SEC
2024   Q1 2,904,857 6.81 Reduce 2.39% 0.16 $130.67–153.78 · VW $142.93i $438,430,067 SEC
2023   Q4 2,976,113 6.64 Reduce 2.22% 0.15 $120.21–142.68 · VW $132.28i $415,733,225 SEC
2023   Q3 3,043,664 6.61 Reduce 6.72% 0.41 $115.35–139.16 · VW $130.73i $398,293,871 SEC
2023   Q2 3,262,832 6.16 Reduce 8.08% 0.49 $101.93–129.04 · VW $115.57i $390,560,990 SEC
2023   Q1 3,549,653 6.02 Reduce 0.90% 0.04 $84.86–108.18 · VW $96.84i $368,205,505 SEC
2022   Q4 3,581,758 4.94 Reduce 2.37% 0.12 $83.34–104.82 · VW $94.88i $316,018,508 SEC
2022   Q3 3,668,670 5.21 Add 0.89% 0.05 $95.56–122.43 · VW $109.24i $350,908,000 SEC
2022   Q2 3,636,240 5.16 Reduce 13.08% 0.75 $101.88–143.71 · VW $115.69i $396,216,000 SEC
2022   Q1 4,183,540 5.73 Reduce 0.41% 0.02 $124.50–151.55 · VW $136.29i $581,794,000 SEC
2021   Q4 4,200,780 5.20 Add 1.92% 0.10 $131.05–150.97 · VW $143.87i $608,491,000 SEC
2021   Q3 4,121,720 4.95 Reduce 1.06% 0.05 $121.53–146.25 · VW $136.48i $550,975,000 SEC
2021   Q2 4,165,780 4.51 Reduce 1.53% 0.06 $104.57–123.10 · VW $116.70i $508,598,000 SEC
2021   Q1 4,230,360 4.10 Reduce 1.88% 0.08 $84.81–107.26 · VW $97.80i $436,260,000 SEC
2020   Q4 4,311,560 4.03 Reduce 0.10% <0.01 $71.66–92.19 · VW $83.83i $377,831,000 SEC
2020   Q3 4,316,000 3.76 Reduce 13.05% 0.62 $70.11–86.31 · VW $76.62i $316,276,000 SEC
2020   Q2 4,963,660 4.72 Reduce 8.84% 0.45 $53.75–73.79 · VW $67.18i $351,936,000 SEC
2020   Q1 5,445,200 5.07 Reduce 1.37% 0.06 $50.44–76.54 · VW $64.73i $316,353,000 SEC
2019   Q4 5,520,860 4.57 Reduce 0.81% 0.04 $58.16–68.35 · VW $64.38i $369,729,000 SEC
2019   Q3 5,565,760 4.46 Reduce 0.05% <0.01 $54.77–63.42 · VW $59.87i $339,829,000 SEC
2019   Q2 5,568,480 4.06 Reduce 66.06% 6.51 $51.35–64.85 · VW $57.23i $301,478,000 SEC
2019   Q1 16,406,120 9.85 Reduce 0.42% 0.04 $51.12–61.82 · VW $56.60i $965,410,000 SEC
2018   Q4 16,475,240 9.48 Reduce 0.22% 0.02 $48.88–61.23 · VW $54.05i $860,798,000 SEC
2018   Q3 16,511,400 9.17 Reduce 0.59% 0.05 $55.33–64.57 · VW $60.63i $996,529,000 SEC
2018   Q2 16,609,700 8.40 Reduce 7.36% 0.61 $49.71–60.07 · VW $54.13i $937,775,000 SEC
2018   Q1 17,929,720 8.26 $50.26 $901,130,000 SEC
Price snapshot:
Current price$352.51
Avg. buy price$52.42
+/- since buy572.41%
52-week low$175.98
52-week high$408.37