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EXPE · GOOG in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

EXPEGOOG
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • EXPE
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterEXPEGOOG
Q3 202018 holders, $3.1bn47 holders, $73.8bn
Q4 202022 holders, $4.8bn48 holders, $88.6bn
Q1 202124 holders, $5.2bn42 holders, $102bn
Q2 202122 holders, $4.8bn42 holders, $122bn
Q3 202116 holders, $4.6bn44 holders, $128bn
Q4 202118 holders, $6.3bn48 holders, $138bn
Q1 202225 holders, $6.9bn48 holders, $125bn
Q2 202222 holders, $2.7bn46 holders, $93.3bn
Q3 202223 holders, $2.6bn46 holders, $79.3bn
Q4 202223 holders, $2.3bn46 holders, $62.7bn
Q1 202320 holders, $2.2bn48 holders, $65.5bn
Q2 202321 holders, $1.7bn43 holders, $75.1bn
Q3 202316 holders, $1.3bn45 holders, $81.6bn
Q4 202324 holders, $3.5bn45 holders, $82.8bn
Q1 202422 holders, $2.7bn46 holders, $83.4bn
Q2 202420 holders, $2.1bn45 holders, $98.4bn
Q3 202419 holders, $2.1bn48 holders, $86.1bn
Q4 202421 holders, $2.6bn49 holders, $94.5bn
Q1 202520 holders, $2.1bn53 holders, $72.6bn
Q2 202521 holders, $1.9bn50 holders, $77.5bn
Q3 202518 holders, $2.7bn49 holders, $107bn
Q4 202520 holders, $3.2bn54 holders, $152bn
Q1 202618 holders, $2.1bn56 holders, $148bn
Q2 202614 holders, $2.5bn53 holders, $194bn
EXPE

Expedia Group Inc

Holders
22
Reported value
$2.7bn
Buyers
11
Sellers
12

Breadth -1 among 93 comparable managers.

IndustrialsConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
46
Reported value
$83.4bn
Buyers
16
Sellers
26

Breadth -10 among 93 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q1 2024

Among the 57 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EXPE (11)

Bridgewater Associates LP, Caxton Associates LLP, Eisler Capital Management Ltd, Glenview Capital Management LLC, Holocene Advisors LP, Maverick Capital Ltd, Tudor Investment Corp, Two Sigma Advisers LP, ValueAct Holdings LP, Whale Rock Capital Management LLC, Woodline Partners LP

Only GOOG (35)

AllianceBernstein LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 10 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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