outfox

Why this company qualifies · Evidence v2

GOOG / GOOGL

Alphabet Inc.

4 active managers raised meaningful reported exposure.

What earned its place

At least two distinct active-manager groups each newly reported the position or increased reported shares by at least 10%, raised its allocation by at least 0.5 percentage points, and ended with at least 1% of reported long-share value in the position. 4 groups pass for this company. The qualifying expansions outnumber meaningful reductions.

Different clocks: institutional comparisons use 2026-06-30 quarter-end holdings—not trades made today. Congressional and insider activity below uses 2026-08-10–2026-11-07 transaction dates. Historical records are shown separately.

Meaningfully expanding manager groups
4
Meaningfully reducing manager groups
3
90-day buying / selling filers
2 / 4
90-day buy / sale events
2 / 4
Repeat buying filers
0
Observed supporting source feeds
House · Funds / institutions

The portfolio changes behind the signal

Exact before/after quantities and allocation weights. Related entities count as one manager group; different share classes keep separate source rows.

Meaningful reported expansion

Daniel Loeb · Third Point

CAP STK CL A · CUSIP 02079K305

2026-03-31 allocation
2.42%
2026-06-30 allocation
7.89%
Change within reported holdings
+5.47 percentage points
Reported shares
175000 → 1025000
Reported quantity change
+485.7%
Latest report filed
2026-08-14

Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.

Meaningful reported expansion

Berkshire Hathaway

CAP STK CL A · CUSIP 02079K305

2026-03-31 allocation
5.93%
2026-06-30 allocation
9.41%
Change within reported holdings
+3.48 percentage points
Reported shares
54249798 → 78791167
Reported quantity change
+45.2%
Latest report filed
2026-08-14

Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.

Meaningful reported expansion

Berkshire Hathaway

CAP STK CL C · CUSIP 02079K107

2026-03-31 allocation
0.39%
2026-06-30 allocation
3.21%
Change within reported holdings
+2.82 percentage points
Reported shares
3585215 → 27188433
Reported quantity change
+658.3%
Latest report filed
2026-08-14

Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.

Meaningful reported expansion

Chris Hohn · TCI

CAP STK CL C · CUSIP 02079K107

2026-03-31 allocation
5.62%
2026-06-30 allocation
6.65%
Change within reported holdings
+1.03 percentage points
Reported shares
8854019 → 9938819
Reported quantity change
+12.3%
Latest report filed
2026-08-14

Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.

Meaningful reported expansion

Renaissance Technologies

CAP STK CL A · CUSIP 02079K305

2026-03-31 allocation
0.24%
2026-06-30 allocation
1.14%
Change within reported holdings
+0.90 percentage points
Reported shares
542471 → 2317438
Reported quantity change
+327.2%
Latest report filed
2026-08-13

Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.

A newly reported holding can reflect an IPO, transfer, reporting change or an actual purchase. Share counts are not split-adjusted, and weights can change with prices. These are meaningful reported expansions, not claims about executed orders or investment intent.

Check the other side

3 active-manager groups meaningfully reduced a reported quantity. 4 congressional/insider filers disclosed sales across 4 distinct filer/date events in the 90-day transaction window. Selling is not hidden or subtracted from the page.

Inspect 9 other manager/security observations, including reductions

Other reported position

Renaissance Technologies

CAP STK CL C · CUSIP 02079K107

2026-03-31 allocation
0.09%
2026-06-30 allocation
0.77%
Change within reported holdings
+0.68 percentage points
Reported shares
201002 → 1575815
Reported quantity change
+684.0%
Latest report filed
2026-08-13

Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.

Other reported position

Brad Gerstner · Altimeter

CAP STK CL A · CUSIP 02079K305

2026-03-31 allocation
Not reported
2026-06-30 allocation
0.64%
Change within reported holdings
+0.64 percentage points
Reported shares
Not previously reported → 175180
Reported quantity change
Newly reported—not a confirmed purchase
Latest report filed
2026-08-14

Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.

Other reported position

David Tepper · Appaloosa

CAP STK CL C · CUSIP 02079K107

2026-03-31 allocation
8.38%
2026-06-30 allocation
8.75%
Change within reported holdings
+0.37 percentage points
Reported shares
1732700 → 1850000
Reported quantity change
+6.8%
Latest report filed
2026-08-14

Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.

Other reported position

Chris Hohn · TCI

CAP STK CL A · CUSIP 02079K305

2026-03-31 allocation
1.56%
2026-06-30 allocation
1.66%
Change within reported holdings
+0.10 percentage points
Reported shares
2457000 → 2457000
Reported quantity change
+0.0%
Latest report filed
2026-08-14

Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.

Opposing evidence · reported reduction

Bridgewater

CAP STK CL C · CUSIP 02079K107

2026-03-31 allocation
0.50%
2026-06-30 allocation
0.11%
Change within reported holdings
-0.39 percentage points
Reported shares
387002 → 74207
Reported quantity change
-80.8%
Latest report filed
2026-08-14

Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.

Opposing evidence · reported reduction

Coatue

CAP STK CL C · CUSIP 02079K107

2026-03-31 allocation
1.10%
2026-06-30 allocation
0.66%
Change within reported holdings
-0.44 percentage points
Reported shares
1115885 → 908395
Reported quantity change
-18.6%
Latest report filed
2026-08-14

Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.

Opposing evidence · reported reduction

Bridgewater

CAP STK CL A · CUSIP 02079K305

2026-03-31 allocation
2.56%
2026-06-30 allocation
1.94%
Change within reported holdings
-0.63 percentage points
Reported shares
1997674 → 1322176
Reported quantity change
-33.8%
Latest report filed
2026-08-14

Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.

Other reported position

Coatue

CAP STK CL A · CUSIP 02079K305

2026-03-31 allocation
4.27%
2026-06-30 allocation
3.57%
Change within reported holdings
-0.70 percentage points
Reported shares
4313426 → 4856251
Reported quantity change
+12.6%
Latest report filed
2026-08-14

Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.

Opposing evidence · reported reduction

Tiger Global

CAP STK CL A · CUSIP 02079K305

2026-03-31 allocation
13.38%
2026-06-30 allocation
8.65%
Change within reported holdings
-4.73 percentage points
Reported shares
10631402 → 5805687
Reported quantity change
-45.4%
Latest report filed
2026-08-14

Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.

Inspect 5 reported sale rows

Congress and corporate insider purchase evidence

2 distinct reporting filers and 2 distinct filer/date purchase events in this 90-day window. Joint Form 4 owners count as one reporting unit; same-day split rows do not create repeat buying.

Explore the longer history

Older disclosed activity provides context, not fresh confirmation. 38 eligible older source rows are available for this company in the current published collections.

Inspect older purchases and sales, with their actual dates

First 20 older rows shown. Search the source collections for the complete published subset.

Identity links and coverage

Four feeds are evaluated, not assumed to agree. Incomplete insider filing windows cannot establish a complete 90-day absence. Only comparable, non-amended full 13F reports contribute to manager-expansion thresholds; giant index/bank portfolios do not qualify a stock merely by holding it.

GOOG · Class C · 02079K107

Issuer CIK 0001652044. Reviewed exact security link, not a fuzzy-name join.

SEC identity evidence 1 ↗

SEC identity evidence 2 ↗

GOOGL · Class A · 02079K305

Issuer CIK 0001652044. Reviewed exact security link, not a fuzzy-name join.

SEC identity evidence 1 ↗

SEC identity evidence 2 ↗

Current insider collection windows: 2026-01-01–2026-01-02; 2026-01-03–2026-01-04; 2026-01-05–2026-01-06; 2026-03-18–2026-03-19; 2026-03-20–2026-03-21; 2026-03-22–2026-03-23; 2026-03-24–2026-03-25; 2026-03-26–2026-03-27; 2026-03-28–2026-03-29; 2026-10-16–2026-10-16.

As of 2026-11-07. Evidence strength is not validated predictive performance. No profit, personal return or future stock move is implied. Read the published rules →

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