5 of 16 tracked funds hold GOOG. Avg conviction: 12.9%. Net trimming. First tracked at $164.72 (current +102.0% vs tracked).
Himalaya Capital Management has 21.6% in this stock
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Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
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| Fund | % of Portfolio | Action |
|---|---|---|
| Himalaya Capital Management | 21.6% | Hold |
| Oakcliff Capital Partners | 15.9% | Hold |
| Pershing Square | 12.5% | Reduce |
| Appaloosa Management |
| 8.1% |
| Add |
| Baupost Group | 6.5% | Reduce |