Seth Klarman's GOOG Position Overview
Seth Klarman (via Baupost Group Llc/Ma) currently holds 1.9M shares of Alphabet Inc. (GOOG) worth $452.55 M, representing 9.45% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Seth Klarman has maintained a strategic position in GOOG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 4.2M shares. Largest reduction occurred in Q3 2022, reducing 2.0M shares.
Analysis based on 13F filings available since 2013 Q2
Seth Klarman's Alphabet (GOOG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphabet (GOOG) Trades by Seth Klarman
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +6.01 M | New Buy | 6.01 M | $58.14 |
| Q2 2020 | -1.72 M | Reduce 28.56% | 4.29 M | $70.68 |
| Q3 2020 | -1.2 M | Reduce 28.00% | 3.09 M | $73.48 |
| Q4 2020 | -1.5 M | Reduce 48.52% | 1.59 M | $87.59 |
| Q1 2021 | +4.23 M | Add 265.58% | 5.82 M | $103.43 |
| Q4 2021 | -1.25 M | Reduce 21.55% | 4.56 M | $144.68 |
| Q1 2022 | +313,200 | Add 6.86% | 4.88 M | $139.65 |
| Q2 2022 | -1.5 M | Reduce 30.78% | 3.38 M | $109.37 |
| Q3 2022 | -2 M | Reduce 59.24% | 1.38 M | $96.15 |
| Q4 2022 | +2.62 M | Add 190.22% | 3.99 M | $0.09 |
| Q1 2023 | +1.86 M | Add 46.50% | 5.85 M | $104.00 |
| Q2 2023 | -1.73 M | Reduce 29.60% | 4.12 M | $120.97 |
| Q3 2023 | -288,242 | Reduce 7.00% | 3.83 M | $0.13 |
| Q4 2023 | -882,000 | Reduce 23.02% | 2.95 M | $0.14 |
| Q1 2024 | +8,114 | Add 0.28% | 2.96 M | $152.26 |
| Q2 2024 | -1.89 M | Reduce 63.84% | 1.07 M | $183.42 |
| Q3 2024 | +396,000 | Add 37.02% | 1.47 M | $167.19 |
| Q4 2024 | -39,600 | Reduce 2.70% | 1.43 M | $190.44 |
| Q1 2025 | +652,000 | Add 45.72% | 2.08 M | $156.23 |
| Q2 2025 | +556,000 | Add 26.76% | 2.63 M | $177.39 |
| Q3 2025 | -775,850 | Reduce 29.46% | 1.86 M | $243.55 |
Seth Klarman's Alphabet Investment FAQs
Seth Klarman first purchased Alphabet Inc. (GOOG) in Q1 2020, acquiring 6,010,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman has held Alphabet Inc. (GOOG) for 23 quarters since Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman's largest addition to Alphabet Inc. (GOOG) was in Q1 2020, adding 6,010,000 shares worth $349.42 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Seth Klarman's firm, Baupost Group Llc/Ma, owns 1,858,138 shares of Alphabet Inc. (GOOG), valued at approximately $452.55 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Alphabet Inc. (GOOG) represents approximately 9.45% of Seth Klarman's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman's peak holding in Alphabet Inc. (GOOG) was 6,010,000 shares, as reported at the end of Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.