RKWD

ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

Rockwood Research

GOOGL

Alphabet Inc.

Services-Computer Programming, Data Processing, Etc. · SIC 7370CIK 1652044Held by 76 tracked managersEDGAR filings ↗10-K/10-Q ↗

SHARE:X LINKEDIN EMAIL

i

66 of 66 reported changes in each tracked manager’s latest 13F vs its prior quarter (2 reporting periods). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Duquesne Family Office

Q2 2026Position history →

New+336,300—2.8%$0.12B

Altimeter Capital Management

Q2 2026Position history →

New+175,180—0.64%$0.06B

ARK Investment Management

Q2 2026Position history →

New+140,122—0.33%$0.05B

Infrastructure Capital Advisors

Q2 2026Position history →

New+971,033—3.9%$0.05B

Q2 2026Position history →

New+5,000—0.07%$<0.01B

Berkshire Hathaway

Q2 2026Position history →

Add+24,541,369+45.2%9.4%$28.16B

Capital World Investors

Q2 2026Position history →

Add+8,002,763+12.2%3.1%$26.21B

Capital Research Global Investors

Q2 2026Position history →

Add+4,980,503+8.7%3.1%$22.35B

Q2 2026Position history →

Add+34,445+0.3%2.0%$3.81B

Coatue Management

Q2 2026Position history →

Add+542,825+12.6%3.6%$1.74B

Renaissance Technologies

Q2 2026Position history →

Add+1,774,967+327.2%1.1%$0.83B

Q2 2026Position history →

Add+850,000+485.7%7.9%$0.37B

WCM Investment Management

Q2 2026Position history →

Add+943,401+24276.9%0.61%$0.34B

Soroban Capital Partners

Q2 2026Position history →

Add+68,000+12.8%1.5%$0.21B

Soros Fund Management

Q2 2026Position history →

Add+22,357+3.9%2.8%$0.21B

Q2 2026Position history →

Add+93,305+60.6%0.41%$0.09B

Lone Pine Capital

Q2 2026Position history →

Add+28,013+14.9%0.47%$0.08B

Lakewood Capital Management

Q2 2026Position history →

Add+3,000+5.2%1.1%$0.02B

Engle Capital Partners

Q2 2026Position history →

Add+16,616+63.1%4.2%$0.02B

Light Street Capital Management

Q2 2026Position history →

Add+150+0.4%1.8%$0.02B

Chickasaw Capital Management

Q2 2026Position history →

Add+105+0.4%0.34%$0.01B

Ashford Capital Management

Q2 2026Position history →

Add+3,685+18.4%0.91%$0.01B

Fairview Capital Investment Management

Q2 2026Position history →

Add+1,157+6.6%0.35%$0.01B

Select Equity Group

Q2 2026Position history →

Add+10+38.5%<0.01%$<0.01B

Oakmark Funds (Harris Associates)

Q2 2026Position history →

Trim(2,128,945)(25.4%)3.0%$2.24B

Tiger Global Management

Q2 2026Position history →

Trim(4,825,715)(45.4%)8.7%$2.07B

Adage Capital Management

Q2 2026Position history →

Trim(7,700)(0.1%)2.6%$1.86B

Sands Capital Management

Q2 2026Position history →

Trim(231,097)(4.5%)6.5%$1.75B

Q2 2026Position history →

Trim(157,499)(5.1%)4.5%$1.05B

Whale Rock Capital Management

Q2 2026Position history →

Trim(275,469)(10.3%)6.9%$0.86B

Orbis Investment Management

Q2 2026Position history →

Trim(172,659)(6.9%)2.9%$0.84B

Generation Investment Management

Q2 2026Position history →

Trim(36,079)(1.8%)6.9%$0.71B

Q2 2026Position history →

Trim(123,370)(5.8%)11.1%$0.71B

Q2 2026Position history →

Trim(1,182,844)(40.0%)4.6%$0.63B

First Pacific Advisors

Q2 2026Position history →

Trim(274,975)(16.3%)6.2%$0.50B

Abrams Capital Management

Q2 2026Position history →

Trim(495,273)(26.5%)8.9%$0.49B

Bridgewater Associates

Q2 2026Position history →

Trim(675,498)(33.8%)1.9%$0.47B

Q2 2026Position history →

Trim(417,794)(24.5%)17.5%$0.46B

SCGE Management

Q2 2026Position history →

Trim(488,800)(30.5%)6.8%$0.40B

Holocene Advisors

Q2 2026Position history →

Trim(194,801)(18.5%)0.70%$0.31B

Eagle Capital Management

Q2 2026Position history →

Trim(119,732)(12.5%)0.92%$0.30B

Jensen Investment Management

Q2 2026Position history →

Trim(651,923)(45.0%)6.9%$0.28B

Patient Capital Management

Q2 2026Position history →

Trim(8,243)(1.5%)6.2%$0.19B

First Eagle Investment Management

Q2 2026Position history →

Trim(679,315)(56.7%)0.31%$0.19B

Gladstone Capital Management

Q2 2026Position history →

Trim(121,670)(19.5%)17.8%$0.18B

Atreides Management

Q2 2026Position history →

Trim(66,727)(12.0%)1.6%$0.17B

Giverny Capital

Q2 2026Position history →

Trim(38,351)(11.0%)3.7%$0.11B

Sound Shore Management

Q2 2026Position history →

Trim(22,905)(9.0%)2.6%$0.08B

Zevenbergen Capital Investments

Q2 2026Position history →

Trim(3,578)(1.6%)1.8%$0.08B

Palestra Capital Management

Q2 2026Position history →

Trim(416,394)(70.5%)2.1%$0.06B

Cantillon Capital Management

Q2 2026Position history →

Trim(3,543,995)(95.4%)9.2%$0.06B

Q2 2026Position history →

Trim(57,059)(28.8%)3.8%$0.05B

Wedgewood Partners

Q2 2026Position history →

Trim(28,464)(18.3%)9.4%$0.05B

Q2 2026Position history →

Trim(1,638)(2.9%)0.18%$0.02B

Q2 2026Position history →

Trim(1,277)(2.8%)2.2%$0.02B

AltaRock Partners

Q2 2026Position history →

Trim(1,397)(3.2%)0.35%$0.02B

Q2 2026Position history →

Trim(744,197)(94.9%)0.41%$0.01B

Polen Capital Management

Q2 2026Position history →

Trim(385)(1.4%)0.09%$0.01B

Pershing Square Capital

Q1 2026Position history →

Trim(645,921)(95.2%)0.07%$0.01B

Gardner Russo & Quinn

Q2 2026Position history →

Trim(496)(4.3%)0.04%$<0.01B

Matrix Asset Advisors

Q2 2026Position history →

Trim(15)(0.4%)0.11%$<0.01B

Hillman Capital Management

Q2 2026Position history →

Trim(2)(33.3%)<0.01%$<0.01B

Viking Global Investors

Q2 2026Position history →

Exit(2,395,865)(100.0%)exited$0.69B

Q2 2026Position history →

Exit(75,000)(100.0%)exited$0.02B

ThornTree Capital Partners

Q2 2026Position history →

Exit(45,628)(100.0%)exited$0.01B

Platinum Investment Management

Q2 2026Position history →

Exit(12,000)(100.0%)exited$<0.01B

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.