92
GOOGL
ALPHABET INC · Information Technology
Consensus score 92/100 · #2 this quarter · tier-weighted across tracked managers
→NeutralPrice action since filingas of 2026-10-14
vs 50-day avg
+0.7%
21-day momentum
+0.8%
recent volume
0.81×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S3· ToppingStage Analysis · Weinstein
vs 30-wk avg
-0.0%
30-wk MA slope
+1.6%
rel. strength
-0.9
52-wk range
64%
Topping — momentum stalling at the highs; distribution risk. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
23
tracked managers
New this Q
0
opened a position
Avg weight
5.2%
of their portfolios
Combined value
$36.13B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Himalaya Capital Value/global | 24.5% | $909M | HOLD |
| Lindsell Train Concentrated | 17.5% | $460M | TRIM |
| Ruane Cunniff / Sequoia Quality compounder | 11.1% | $713M | TRIM |
| Berkshire Hathaway Quality compounder | 9.4% | $28.16B | ADD |
| Wedgewood Partners Quality growth | 9.4% | $45M | TRIM |
| Cantillon Capital Concentrated | 9.2% | $61M | TRIM |
| Tiger Global Management Concentrated | 8.7% | $2.07B | TRIM |
| Third Point Activist | 7.9% | $366M | ADD |
| Fundsmith Concentrated | 4.6% | $634M | TRIM |
| Davis Advisors Concentrated | 4.5% | $1.05B | TRIM |
| Tweedy Browne Graham/global value | 3.8% | $50M | TRIM |
| Giverny Capital Quality compounder | 3.7% | $111M | TRIM |
| TCI Fund Management Quality compounder | 1.7% | $878M | HOLD |
| Markel Group Concentrated | 1.6% | $204M | HOLD |
| Eagle Capital Quality value | 0.9% | $300M | TRIM |
| Lone Pine Capital Concentrated | 0.5% | $77M | ADD |
| Altarock Partners Quality compounder | 0.4% | $15M | TRIM |
| Brave Warrior Concentrated | 0.2% | $7M | HOLD |
| Broad Run Investment Mgmt Concentrated | 0.1% | $906K | HOLD |
| Polen Capital Quality growth | 0.1% | $10M | TRIM |
| Gardner Russo & Quinn Graham/global value | 0.0% | $4M | TRIM |
| Semper Augustus Concentrated | 0.0% | $250K | HOLD |
| Horizon Kinetics Franchise/inflation | 0.0% | $1M | TRIM |
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.