| Quarter | Score |
|---|---|
| 2013-Q2 | 62.5 |
| 2013-Q3 | 63.1 |
| 2013-Q4 | 61.8 |
| 2014-Q1 | 62.4 |
| 2014-Q2 | 61.4 |
| 2014-Q3 | 62.5 |
| 2018-Q1 | 61.6 |
| 2018-Q2 | 62.2 |
| 2018-Q3 | 62.4 |
| 2019-Q2 | 62.0 |
| 2022-Q1 | 62.7 |
| 2022-Q3 | 78.3 |
| 2022-Q4 | 58.5 |
| 2023-Q1 | 54.8 |
| 2023-Q2 | 67.2 |
| 2023-Q3 | 48.8 |
| 2023-Q4 | 43.3 |
| 2024-Q1 | 56.0 |
| 2024-Q2 | 90.7 |
| 2024-Q3 | 75.0 |
| 2024-Q4 | 76.4 |
| 2025-Q1 | 76.1 |
| 2025-Q2 | 76.1 |
| 2025-Q3 | 79.6 |
| 2025-Q4 | 77.2 |
| 2026-Q1 | 77.5 |
| 2026-Q2 | 85.0 |
Strong consensus, but price is extended — wait for pullback to funds' basis
Trading +40.0% above funds' purchase price — elevated pullback risk
3 of 16 tracked funds hold GOOGL. Avg conviction: 13.9%. Net adding. First tracked at $237.60 (current +40.0% vs tracked).
Himalaya Capital Management has 24.5% in this stock
Benchmark comparison unavailable
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.
| Fund | % of Portfolio | Action |
|---|---|---|
| Himalaya Capital Management | 24.5% | Hold |
| Berkshire Hathaway | 9.4% | Add |
| Third Point | 7.8% | Add |