1st Quarter of 2023 (Start of January ~ End of March)
- Source: Dataroma
- Based out of 77 superinvestors
- May include more than 10 stocks if the investor’s total is the same
#1
Company Information
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- GOOGL (Class A)
![GOOGL Y23-Q1 Stock Chart]()
- GOOG (Class C)
![GOOG Y23-Q1 Stock Chart]()
Superinvestors
- Total 21 (Counting as 1 if an investor invests in both “Class A” and “Class C”)
GOOGL (Class A)
- Total: 14
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Bill Nygren Oakmark Select Fund |
10.84% | Add 12.00% | 4,703,020 |
| Daniel Loeb Third Point |
8.06% | Buy | 4,750,000 |
| Chase Coleman Tiger Global Management |
7.89% | Add 124.40% | 8,363,974 |
| David Rolfe Wedgewood Partners |
6.25% | Add 11.89% | 355,124 |
| Terry Smith Fundsmith |
3.41% | Add 0.02% | 7,628,198 |
| Christopher Davis Davis Advisors |
2.95% | Add 0.60% | 4,302,369 |
| Bill Ackman Pershing Square Capital Management |
2.22% | Buy | 2,185,000 |
| Francois Rochon Giverny Capital |
1.33% | Add 2.35% | 213,177 |
Dodge & Cox |
1.15% | Add 41.24% | 9,761,800 |
First Eagle Investment Management |
0.97% | Add 0.16% | 3,534,287 |
| Thomas Gayner Markel Asset Management |
0.7% | Add 42.90% | 533,000 |
| Glenn Greenberg Brave Warrior Advisors |
0.07% | Add 75.48% | 23,088 |
Lindsell Train |
0.03% | Add 5.31% | 16,850 |
| Thomas Russo Gardner Russo & Quinn |
0.02% | Add 1.10% | 19,856 |
GOOG (Class C)
- Total: 12
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Bryan Lawrence Oakcliff Capital |
15.67% | Add 5.88% | 216,310 |
| David Tepper Appaloosa Management |
11.86% | Add 5.76% | 2,110,000 |
| Seth Klarman Baupost Group |
10.88% | Add 46.50% | 5,851,780 |
| Pat Dorsey Dorsey Asset Management |
9.65% | Add 34.77% | 769,451 |
| Thomas Russo Gardner Russo & Quinn |
9.09% | Add 6.24% | 8,427,202 |
| Bill Ackman Pershing Square Capital Management |
8.21% | Buy | 8,069,770 |
Yacktman Asset Management |
4.25% | Add 0.02% | 4,131,031 |
| Christopher Davis Davis Advisors |
3.14% | Add 1.33% | 4,567,675 |
| David Katz Matrix Asset Advisors |
2.62% | Add 2.25% | 174,444 |
First Eagle Investment Management |
1.87% | Add 13.22% | 6,765,861 |
| Robert Olstein Olstein Capital Management |
1.83% | Add 5.66% | 112,000 |
| David Rolfe Wedgewood Partners |
1.45% | Add 2.05% | 82,177 |
#2
Company Information
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Superinvestors
- Total: 14
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
AltaRock Partners |
16.59% | Add 3.91% | 5,864,951 |
Polen Capital Management |
12.22% | Add 27.70% | 44,882,757 |
| David Tepper Appaloosa Management |
11.16% | Add 33.33% | 2,000,000 |
Triple Frond Partners |
10.85% | Add 24.31% | 719,936 |
| Chase Coleman Tiger Global Management |
9.1% | Add 12.74% | 9,685,171 |
| Bill Nygren Oakmark Select Fund |
5.67% | Add 21.23% | 2,468,314 |
| Christopher Davis Davis Advisors |
5.64% | Add 6.12% | 8,256,759 |
Mairs & Power Growth Fund |
4.76% | Add 7.00% | 2,095,000 |
| Bill Miller Miller Value Partners |
4.49% | Add 3.49% | 694,966 |
Hillman Value Fund |
3.11% | Add 38.10% | 58,000 |
| Thomas Gayner Markel Asset Management |
2.64% | Add 0.58% | 2,009,360 |
| David Katz Matrix Asset Advisors |
1.91% | Add 110.05% | 127,867 |
Dodge & Cox |
1.34% | Add 20.51% | 11,378,000 |
| Glenn Greenberg Brave Warrior Advisors |
0.01% | Buy | 3,200 |
#3 (1/2)
Company Information
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Superinvestors
- Total: 9
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Robert Vinall RV Capital GmbH |
22.1% | Add 30.28% | 274,100 |
| David Tepper Appaloosa Management |
8.02% | Add 21.74% | 700,000 |
| David Rolfe Wedgewood Partners |
6.69% | Add 16.33% | 186,239 |
| Terry Smith Fundsmith |
5.18% | Add 3.42% | 5,664,271 |
| John Armitage Egerton Capital |
4.02% | Buy | 1,755,537 |
| Bill Miller Miller Value Partners |
3.83% | Add 4.64% | 288,714 |
Viking Global Investors |
3.22% | Add 35.27% | 3,229,914 |
| David Katz Matrix Asset Advisors |
1.51% | Add 16.46% | 49,161 |
| Thomas Gayner Markel Asset Management |
0.65% | Add 6.26% | 242,281 |
#3 (2/2)
Company Information
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Superinvestors
- Total: 9
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Chase Coleman Tiger Global Management |
15.55% | Add 12.82% | 5,931,829 |
| Terry Smith Fundsmith |
11.24% | Add 0.01% | 9,031,101 |
| Josh Tarasoff Greenlea Lane Capital |
10.46% | Buy | 90,870 |
Mairs & Power Growth Fund |
9.33% | Add 4.69% | 1,472,000 |
AKO Capital |
5.77% | Add 58.60% | 1,315,623 |
| David Tepper Appaloosa Management |
4.05% | Add 10.64% | 260,000 |
| William Von Mueffling Cantillon Capital Management |
3.35% | Add 20.39% | 1,426,377 |
Torray Funds |
2.23% | Add 6.39% | 43,168 |
First Eagle Investment Management |
1.73% | Add 0.03% | 2,252,494 |
#5
Company Information
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Superinvestors
- Total: 7
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Dennis Hong ShawSpring Partners |
12.24% | Add 6.66% | 208,393 |
Valley Forge Capital Management |
7.51% | Add 124.61% | 444,881 |
Jensen Investment Management |
3.76% | Add 7.39% | 1,083,014 |
AKO Capital |
2.73% | Add 23.84% | 402,964 |
Viking Global Investors |
2.56% | Add 3.33% | 1,221,094 |
| Chase Coleman Tiger Global Management |
1.82% | Add 32677.78% | 448,400 |
| David Katz Matrix Asset Advisors |
0.03% | Buy | 450 |
#6 (1/5)
Company Information
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Li Lu Himalaya Capital Management |
25.36% | Add 23.95% | 18,081,133 |
| Warren Buffett Berkshire Hathaway |
9.09% | Add 2.25% | 1,032,852,006 |
| Prem Watsa Fairfax Financial Holdings |
6.92% | Add 9.71% | 3,402,000 |
| Charles Bobrinskoy Ariel Focus Fund |
2.91% | Add 32.18% | 64,883 |
Dodge & Cox |
0.94% | Add 11.73% | 28,896,900 |
| David Katz Matrix Asset Advisors |
0.03% | Buy | 7,399 |
#6 (2/5)
Company Information
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Clifford Sosin CAS Investment Partners |
7% | Add 134.64% | 354,820 |
| Michael Burry Scion Asset Management |
6.74% | Buy | 75,000 |
| Bill Nygren Oakmark Select Fund |
4.9% | Add 2.69% | 2,291,100 |
| Bill Miller Miller Value Partners |
2.12% | Add 18.06% | 353,310 |
| Warren Buffett Berkshire Hathaway |
0.29% | Buy | 9,922,000 |
| Thomas Gayner Markel Asset Management |
0.06% | Add 513.33% | 46,000 |
#6 (3/5)
Company Information
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
Yacktman Asset Management |
3.26% | Add 47.03% | 6,297,169 |
Dodge & Cox |
3.12% | Add 1.62% | 52,449,900 |
| Bill Nygren Oakmark Select Fund |
3.05% | Buy | 2,615,940 |
| John Rogers Ariel Appreciation Fund |
2.81% | Add 13.44% | 600,094 |
| Thomas Gayner Markel Asset Management |
0.78% | Add 2.76% | 1,166,672 |
| Glenn Greenberg Brave Warrior Advisors |
0.01% | Buy | 5,250 |
#6 (4/5)
Company Information
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Lindsell Train |
7.13% | Add 1.79% | 5,384,302 |
| David Rolfe Wedgewood Partners |
4.26% | Add 6.51% | 330,436 |
Polen Capital Management |
2.51% | Add 2.25% | 12,520,376 |
| David Katz Matrix Asset Advisors |
1.99% | Add 4.55% | 181,333 |
| Thomas Gayner Markel Asset Management |
0.06% | Add 22.92% | 59,877 |
| Lee Ainslie Maverick Capital |
0.02% | Add 100.97% | 8,318 |
#6 (5/5)
Company Information
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
ValueAct Capital |
11.34% | Add 522.31% | 3,486,309 |
Polen Capital Management |
5.54% | Add 0.33% | 10,514,664 |
| Lee Ainslie Maverick Capital |
4.48% | Add 9.38% | 872,063 |
| Stephen Mandel Lone Pine Capital |
3.76% | Add 270.73% | 2,035,296 |
| Daniel Loeb Third Point |
2.62% | Buy | 800,000 |
First Eagle Investment Management |
1.05% | Add 0.09% | 1,988,338 |