GOOGL
Alphabet Inc, CL-A
Alphabet Inc, CL-A historical holders
total: 54
Third Point Alphabet Inc, CL-A transactions over time
- Total transactions:
- 27
- New positions:
- 6
- Sold out:
- 5
- Added:
- 7
- Reduced:
- 9
- Held since:
- 2026 Q1
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q1
Daniel Loeb has been an institutional investor in Alphabet Inc, CL-A (GOOGL) since 2013 Q3. According to 2026 Q1 report, Daniel Loeb holds 175,000 shares with a market value of roughly $50.32M representing 2.42% of their equity portfolio. The fund/company first acquired GOOGL in 2013 Q3, initially purchasing about 4.40M shares. Daniel Loeb later completely sold out the position and reinvested in GOOGL again in 2026 Q1. Since the initial investment, Third Point has made 26 more transactions in this position.
Does Daniel Loeb still hold GOOGL?
Yes, Daniel Loeb continues to hold Alphabet Inc, CL-A (GOOGL). According to their 2026 Q1 report, they maintain a position of 175,000 shares valued at approximately $50.32M, representing 2.42% of their equity portfolio.
When did Daniel Loeb first invest in GOOGL?
Daniel Loeb first invested in Alphabet Inc, CL-A (GOOGL) in 2013 Q3 at the reported quarter-end price of $21.90 per share, acquiring 4,400,000 shares in their initial purchase.
What is Daniel Loeb's average cost basis for GOOGL?
Based on historical transaction data, Daniel Loeb's estimated cost basis for Alphabet Inc, CL-A (GOOGL) is approximately $287.56 per share. This represents their average reported price* across all buy transactions.
Has Daniel Loeb reinvested in GOOGL after selling?
Yes, Daniel Loeb has shown renewed interest in Alphabet Inc, CL-A (GOOGL). After completely selling their position, they reinitiated an investment in 2026 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $287.56
GOOGL transactions history by Third Point
27 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
2.42%
|
175,000
|
$287.56
|
$50,323,000
|
new
|
+2.42%
|
|
2024 Q3
|
0.00%
|
0
|
$182.15
|
|
-100% (-1,980,000)
|
-4.13%
|
|
2024 Q2
|
4.13%
|
1,980,000
|
$182.15
|
$360,657,000
|
-34.00% (-1,020,000)
|
-2.37%
|
|
2024 Q1
|
5.78%
|
3,000,000
|
$150.93
|
$452,790,000
|
new
|
+5.78%
|
|
2023 Q4
|
0.00%
|
0
|
$130.86
|
|
-100% (-900,000)
|
-1.8%
|
|
2023 Q3
|
1.80%
|
900,000
|
$130.86
|
$117,774,000
|
-36.84% (-525,000)
|
-1.01%
|
|
2023 Q2
|
2.50%
|
1,425,000
|
$119.70
|
$170,572,500
|
-70.00% (-3,325,000)
|
-6.51%
|
|
2023 Q1
|
8.06%
|
4,750,000
|
$103.73
|
$492,717,500
|
new
|
+8.06%
|
|
2022 Q1
|
0.00%
|
0
|
$144.85
|
|
-100% (-4,240,000)
|
-4.29%
|
|
2021 Q3
|
3.09%
|
4,240,000
|
$133.68
|
$566,786,000
|
+6.00% (+240,000)
|
+0.18%
|
|
2021 Q2
|
2.86%
|
$122.09
|
-4.76% (-200,000)
|
|||
|
2021 Q1
|
2.92%
|
$103.13
|
-19.23% (-1,000,000)
|
|||
|
2020 Q4
|
3.51%
|
$87.63
|
new
|
|||
|
2018 Q2
|
0.00%
|
$51.86
|
-100% (-11,500,000)
|
|||
|
2018 Q1
|
4.72%
|
$51.86
|
-16.67% (-2,300,000)
|
|||
|
2017 Q4
|
5.39%
|
$52.67
|
+119.05% (+7,500,000)
|
|||
|
2017 Q3
|
2.58%
|
$48.69
|
-45.22% (-5,200,000)
|
|||
|
2017 Q2
|
4.74%
|
$46.48
|
+26.37% (+2,400,000)
|
|||
|
2017 Q1
|
3.80%
|
$42.39
|
+7.06% (+600,000)
|
|||
|
2016 Q4
|
3.31%
|
$39.62
|
-22.73% (-2,500,000)
|
|||
|
2016 Q3
|
3.84%
|
$40.20
|
+37.50% (+3,000,000)
|
|||
|
2016 Q2
|
2.71%
|
$35.18
|
-42.86% (-6,000,000)
|
|||
|
2016 Q1
|
5.00%
|
$38.14
|
new
|
|||
|
2014 Q2
|
0.00%
|
$27.86
|
-100% (-8,400,000)
|
|||
|
2014 Q1
|
3.68%
|
$27.86
|
+31.25% (+2,000,000)
|
|||
|
2013 Q4
|
3.40%
|
$28.02
|
+45.45% (+2,000,000)
|
|||
|
2013 Q3
|
2.36%
|
$21.90
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.