52
GOOG
ALPHABET INC · Information Technology
Consensus score 52/100 · #11 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-07-10
vs 50-day avg
-4.0%
21-day momentum
-2.0%
recent volume
1.17×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+6.3%
30-wk MA slope
+2.6%
rel. strength
+12.1
52-wk range
78%
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
19
tracked managers
New this Q
2
opened a position
Avg weight
5.2%
of their portfolios
Combined value
$9.84B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Himalaya Capital Value/global | 22.0% | $703M | TRIM |
| Gardner Russo & Quinn Graham/global value | 11.3% | $961M | TRIM |
| Triple Frond Partners Concentrated | 10.5% | $101M | HOLD |
| Baupost Group Deep value | 6.6% | $339M | ADD |
| Markel Group Concentrated | 6.6% | $789M | HOLD |
| Giverny Capital Quality compounder | 6.5% | $178M | TRIM |
| Polen Capital Quality growth | 5.8% | $845M | TRIM |
| TCI Fund Management Quality compounder | 5.6% | $2.54B | ADD |
| Hosking Partners Concentrated | 4.9% | $137M | TRIM |
| Ruane Cunniff / Sequoia Quality compounder | 4.5% | $273M | TRIM |
| Eagle Capital Quality value | 4.4% | $1.32B | TRIM |
| Yacktman Asset Management Quality value | 4.3% | $323M | HOLD |
| Broad Run Investment Mgmt Concentrated | 2.8% | $16M | TRIM |
| Davis Advisors Concentrated | 0.9% | $194M | TRIM |
| Pershing Square Activist | 0.7% | $89M | TRIM |
| Berkshire Hathaway Quality compounder | 0.4% | $1.03B | NEW |
| Semper Augustus Concentrated | 0.1% | $698K | NEW |
| Brave Warrior Concentrated | 0.0% | $1M | HOLD |
| Horizon Kinetics Franchise/inflation | 0.0% | $945K | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.