Ruane Cunniff's GOOGL Position Overview
Ruane Cunniff (via Ruane, Cunniff & Goldfarb L.P.) currently holds 2.4M shares of Alphabet, Inc. (GOOGL) worth $572.92 M, representing 9.49% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Ruane Cunniff has maintained a long-term strategic position in GOOGL, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 4.0M shares. Largest reduction occurred in Q2 2019, reducing 10.8M shares.
Analysis based on 13F filings available since 2013 Q2
Ruane Cunniff's Alphabet (GOOGL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphabet (GOOGL) Trades by Ruane Cunniff
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2015 | +10.74 M | New Buy | 10.74 M | $31.92 |
| Q4 2015 | -343,160 | Reduce 3.20% | 10.39 M | $38.90 |
| Q1 2016 | -1.94 M | Reduce 18.68% | 8.45 M | $38.14 |
| Q2 2016 | -1.12 M | Reduce 13.25% | 7.33 M | $35.18 |
| Q3 2016 | -544,340 | Reduce 7.42% | 6.79 M | $40.20 |
| Q4 2016 | +962,960 | Add 14.19% | 7.75 M | $39.62 |
| Q1 2017 | -211,140 | Reduce 2.72% | 7.54 M | $42.39 |
| Q2 2017 | +1.45 M | Add 19.20% | 8.99 M | $46.48 |
| Q3 2017 | +4.03 M | Add 44.86% | 13.02 M | $48.69 |
| Q4 2017 | +3.81 M | Add 29.23% | 16.82 M | $52.67 |
| Q1 2018 | +17.93 M | Add 0.00% | 17.93 M | $50.26 |
| Q2 2018 | -1.32 M | Reduce 7.36% | 16.61 M | $56.46 |
| Q3 2018 | -98,300 | Reduce 0.59% | 16.51 M | $60.35 |
| Q4 2018 | -36,160 | Reduce 0.22% | 16.48 M | $52.25 |
| Q1 2019 | -69,120 | Reduce 0.42% | 16.41 M | $58.84 |
| Q2 2019 | -10.84 M | Reduce 66.06% | 5.57 M | $54.14 |
| Q3 2019 | -2,720 | Reduce 0.05% | 5.57 M | $61.06 |
| Q4 2019 | -44,900 | Reduce 0.81% | 5.52 M | $66.97 |
| Q1 2020 | -75,660 | Reduce 1.37% | 5.45 M | $58.10 |
| Q2 2020 | -481,540 | Reduce 8.84% | 4.96 M | $70.90 |
| Q3 2020 | -647,660 | Reduce 13.05% | 4.32 M | $73.28 |
| Q4 2020 | -4,440 | Reduce 0.10% | 4.31 M | $87.63 |
| Q1 2021 | -81,200 | Reduce 1.88% | 4.23 M | $103.13 |
| Q2 2021 | -64,580 | Reduce 1.53% | 4.17 M | $122.09 |
| Q3 2021 | -44,060 | Reduce 1.06% | 4.12 M | $133.68 |
| Q4 2021 | +79,060 | Add 1.92% | 4.2 M | $144.85 |
| Q1 2022 | -17,240 | Reduce 0.41% | 4.18 M | $139.07 |
| Q2 2022 | -547,300 | Reduce 13.08% | 3.64 M | $108.96 |
| Q3 2022 | +32,430 | Add 0.89% | 3.67 M | $95.65 |
| Q4 2022 | -86,912 | Reduce 2.37% | 3.58 M | $88.23 |
| Q1 2023 | -32,105 | Reduce 0.90% | 3.55 M | $103.73 |
| Q2 2023 | -286,821 | Reduce 8.08% | 3.26 M | $119.70 |
| Q3 2023 | -219,168 | Reduce 6.72% | 3.04 M | $130.86 |
| Q4 2023 | -67,551 | Reduce 2.22% | 2.98 M | $139.69 |
| Q1 2024 | -71,256 | Reduce 2.39% | 2.9 M | $150.93 |
| Q2 2024 | -129,017 | Reduce 4.44% | 2.78 M | $182.15 |
| Q3 2024 | -108,797 | Reduce 3.92% | 2.67 M | $165.85 |
| Q4 2024 | -275,242 | Reduce 10.32% | 2.39 M | $189.30 |
| Q1 2025 | -18,957 | Reduce 0.79% | 2.37 M | $154.64 |
| Q2 2025 | -6,525 | Reduce 0.27% | 2.37 M | $176.23 |
| Q3 2025 | -9,600 | Reduce 0.41% | 2.36 M | $243.10 |
Ruane Cunniff's Alphabet Investment FAQs
Ruane Cunniff first purchased Alphabet, Inc. (GOOGL) in Q3 2015, acquiring 10,736,860 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ruane Cunniff has held Alphabet, Inc. (GOOGL) for 41 quarters since Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ruane Cunniff's largest addition to Alphabet, Inc. (GOOGL) was in Q1 2018, adding 17,929,720 shares worth $901.13 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ruane Cunniff's firm, Ruane, Cunniff & Goldfarb L.P., owns 2,356,719 shares of Alphabet, Inc. (GOOGL), valued at approximately $572.92 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Alphabet, Inc. (GOOGL) represents approximately 9.49% of Ruane Cunniff'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.
Ruane Cunniff's peak holding in Alphabet, Inc. (GOOGL) was 17,929,720 shares, as reported at the end of Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.