1st Quarter of 2024 (Start of January ~ End of March)
- Source: Dataroma
- Based out of 80 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 Y24-Q1 Stock Chart]()
- GOOG (Class C)
![GOOG Y24-Q1 Stock Chart]()
Superinvestors
- Total 11 (Counting as 1 if an investor invests in both “Class A” and “Class C”)
GOOGL (Class A)
- Total: 7
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Chase Coleman Tiger Global Management |
8.5% | Add 154.10% | 10,308,800 |
| Daniel Loeb Third Point |
5.82% | Buy | 3,000,000 |
| William Von Mueffling Cantillon Capital Management |
4.59% | Add 13.25% | 4,830,894 |
| Samantha McLemore Patient Capital Management |
4.42% | Add 0.16% | 601,537 |
Hillman Value Fund |
2.81% | Add 6.05% | 45,000 |
| Francois Rochon Giverny Capital |
1.8% | Add 4.75% | 292,664 |
| Chris Hohn TCI Fund Management |
0.46% | Add 669.12% | 1,210,591 |
GOOG (Class C)
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
Triple Frond Partners |
13.49% | Add 8.59% | 778,300 |
| Seth Klarman Baupost Group |
12.69% | Add 0.28% | 2,957,652 |
| Francois Rochon Giverny Capital |
4% | Add 1.23% | 645,800 |
First Eagle Investment Management |
2.33% | Add 0.27% | 6,729,539 |
Torray Funds |
0.18% | Add 0.71% | 7,748 |
2 (1/2)
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Superinvestors
- Total: 7
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Triple Frond Partners |
15.27% | Add 15.98% | 461,645 |
| Tom Bancroft Makaira Partners |
13.36% | Add 135.23% | 380,922 |
| Bill Nygren Oakmark Select Fund |
4.12% | Add 50.70% | 873,900 |
| Wallace Weitz Weitz Large Cap Equity Fund |
3.51% | Add 100.00% | 110,000 |
| Richard Pzena Hancock Classic Value |
2.63% | Add 43.70% | 152,850 |
Dodge & Cox |
2% | Add 44.35% | 7,462,776 |
| Lee Ainslie Maverick Capital |
0% | Add 7.74% | 696 |
2 (2/2)
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Superinvestors
- Total: 7
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| David Rolfe Wedgewood Partners |
6.23% | Add 22.28% | 60,193 |
Viking Global Investors |
2.51% | Add 195.41% | 1,361,207 |
| David Katz Matrix Asset Advisors |
1.48% | Add 32.55% | 24,983 |
Dodge & Cox |
1.21% | Add 18.29% | 2,655,260 |
| Robert Olstein Olstein Capital Management |
1.17% | Add 93.33% | 14,500 |
| Thomas Gayner Markel Group |
0.08% | Add 46.36% | 16,100 |
| Lee Ainslie Maverick Capital |
0.01% | Buy | 616 |
4 (1/2)
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| David Katz Matrix Asset Advisors |
2.86% | Add 0.31% | 139,292 |
Viking Global Investors |
2.47% | Buy | 3,870,990 |
Mairs & Power Growth Fund |
2.26% | Add 77.48% | 718,800 |
| Thomas Gayner Markel Group |
2.08% | Add 0.11% | 1,227,190 |
| Terry Smith Fundsmith |
1.07% | Add 19.70% | 1,597,544 |
Kahn Brothers Group |
0.06% | Buy | 2,492 |
4 (2/2)
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
AKO Capital |
6.67% | Add 0.24% | 1,118,229 |
| Stephen Mandel Lone Pine Capital |
6.41% | Add 6.52% | 1,929,918 |
Viking Global Investors |
2.5% | Buy | 1,596,887 |
| Thomas Gayner Markel Group |
2.09% | Add 0.87% | 502,830 |
Kahn Brothers Group |
0.12% | Buy | 1,902 |
| Thomas Russo Gardner Russo & Quinn |
0.02% | Add 2.76% | 5,362 |
6 (1/8)
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| David Tepper Appaloosa Management |
12.17% | Add 158.62% | 11,250,000 |
| Michael Burry Scion Asset Management |
8.74% | Add 66.67% | 125,000 |
| Samantha McLemore Patient Capital Management |
2.23% | Add 9.84% | 633,201 |
| Howard Marks Oaktree Capital Management |
0.16% | Add 1.64% | 122,246 |
| Christopher Davis Davis Advisors |
0.07% | Add 0.04% | 182,192 |
6 (2/8)
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| AKO Capital |
4.16% | Add 41.42% | 1,735,130 |
Polen Capital Management |
2.74% | Add 40.90% | 7,005,114 |
Jensen Investment Management |
2.03% | Buy | 1,570,349 |
| Terry Smith Fundsmith |
0.15% | Add 1.21% | 228,805 |
| Lee Ainslie Maverick Capital |
0.01% | Buy | 3,550 |
6 (3/8)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| David Tepper Appaloosa Management |
2.64% | Buy | 350,000 |
| William Von Mueffling Cantillon Capital Management |
1.46% | Add 20.22% | 459,715 |
Viking Global Investors |
1.06% | Buy | 562,548 |
Torray Funds |
1.01% | Add 7.35% | 13,310 |
| Lee Ainslie Maverick Capital |
0.04% | Add 46.48% | 3,804 |
6 (4/8)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Alex Roepers Atlantic Investment Management |
15.07% | Add 9.39% | 200,400 |
| Robert Olstein Olstein Capital Management |
1.82% | Add 85.71% | 65,000 |
| Daniel Loeb Third Point |
1.16% | Add 5.04% | 525,200 |
| Seth Klarman Baupost Group |
0.99% | Buy | 205,724 |
| Christopher Davis Davis Advisors |
0.18% | Add 1.85% | 190,822 |
6 (5/8)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Christopher Bloomstran Semper Augustus |
1.94% | Add 20.67% | 116,111 |
| David Katz Matrix Asset Advisors |
1.5% | Add 25.46% | 137,082 |
| Francois Rochon Giverny Capital |
1.38% | Add 5880.22% | 371,551 |
| Lee Ainslie Maverick Capital |
1.04% | Add 1492.16% | 587,158 |
| Thomas Gayner Markel Group |
0.49% | Add 1.69% | 541,318 |
6 (6/8)
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Triple Frond Partners |
2.09% | Buy | 74,500 |
| David Katz Matrix Asset Advisors |
1.74% | Add 0.35% | 59,115 |
Torray Funds |
0.48% | Add 5.74% | 13,079 |
| Thomas Russo Gardner Russo & Quinn |
0.06% | Add 2.13% | 23,374 |
| Lee Ainslie Maverick Capital |
0.01% | Buy | 2,253 |
6 (7/8)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
Viking Global Investors |
6.57% | Add 11.21% | 6,327,962 |
Polen Capital Management |
5.41% | Add 15.10% | 8,392,490 |
| Francois Rochon Giverny Capital |
4.34% | Add 1.36% | 382,208 |
| David Katz Matrix Asset Advisors |
0.03% | Add 0.10% | 994 |
Yacktman Asset Management |
0% | Buy | 732 |
6 (8/8)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Wallace Weitz Weitz Large Cap Equity Fund |
3.39% | Add 15.63% | 92,500 |
Polen Capital Management |
0.64% | Add 1.28% | 830,116 |
| Thomas Gayner Markel Group |
0.36% | Add 4.46% | 110,050 |
Yacktman Asset Management |
0.04% | Buy | 11,670 |
Jensen Investment Management |
0.02% | Add 40.45% | 7,500 |