Ruane Cunniff's GOOGL Position Overview
Ruane Cunniff (via Ruane, Cunniff & Goldfarb L.P.) currently holds 2.17 M shares of Alphabet Inc. (GOOGL) worth $680.72 M, representing 10.63% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 42 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 4.03 M shares. Largest reduction occurred in Q2 2019, reducing 10.84 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -181,898 | Reduce 7.72% | 2.17 M | $313.00 |
| Q3 2025 | -9,600 | Reduce 0.41% | 2.36 M | $243.10 |
| Q2 2025 | -6,525 | Reduce 0.27% | 2.37 M | $176.23 |
| Q1 2025 | -18,957 | Reduce 0.79% | 2.37 M | $154.64 |
| Q4 2024 | -275,242 | Reduce 10.32% | 2.39 M | $189.30 |
| Q3 2024 | -108,797 | Reduce 3.92% | 2.67 M | $165.85 |
| Q2 2024 | -129,017 | Reduce 4.44% | 2.78 M | $182.15 |
| Q1 2024 | -71,256 | Reduce 2.39% | 2.9 M | $150.93 |
| Q4 2023 | -67,551 | Reduce 2.22% | 2.98 M | $139.69 |
| Q3 2023 | -219,168 | Reduce 6.72% | 3.04 M | $130.86 |
| Q2 2023 | -286,821 | Reduce 8.08% | 3.26 M | $119.70 |
| Q1 2023 | -32,105 | Reduce 0.90% | 3.55 M | $103.73 |
| Q4 2022 | -86,912 | Reduce 2.37% | 3.58 M | $88.23 |
| Q3 2022 | +32,430 | Add 0.89% | 3.67 M | $95.65 |
| Q2 2022 | -547,300 | Reduce 13.08% | 3.64 M | $108.96 |
| Q1 2022 | -17,240 | Reduce 0.41% | 4.18 M | $139.07 |
| Q4 2021 | +79,060 | Add 1.92% | 4.2 M | $144.85 |
| Q3 2021 | -44,060 | Reduce 1.06% | 4.12 M | $133.68 |
| Q2 2021 | -64,580 | Reduce 1.53% | 4.17 M | $122.09 |
| Q1 2021 | -81,200 | Reduce 1.88% | 4.23 M | $103.13 |
| Q4 2020 | -4,440 | Reduce 0.10% | 4.31 M | $87.63 |
| Q3 2020 | -647,660 | Reduce 13.05% | 4.32 M | $73.28 |
| Q2 2020 | -481,540 | Reduce 8.84% | 4.96 M | $70.90 |
| Q1 2020 | -75,660 | Reduce 1.37% | 5.45 M | $58.10 |
| Q4 2019 | -44,900 | Reduce 0.81% | 5.52 M | $66.97 |
| Q3 2019 | -2,720 | Reduce 0.05% | 5.57 M | $61.06 |
| Q2 2019 | -10.84 M | Reduce 66.06% | 5.57 M | $54.14 |
| Q1 2019 | -69,120 | Reduce 0.42% | 16.41 M | $58.84 |
| Q4 2018 | -36,160 | Reduce 0.22% | 16.48 M | $52.25 |
| Q3 2018 | -98,300 | Reduce 0.59% | 16.51 M | $60.35 |
| Q2 2018 | -1.32 M | Reduce 7.36% | 16.61 M | $56.46 |
| Q1 2018 | +1.1 M | Add 6.57% | 17.93 M | $50.26 |
| Q4 2017 | +3.81 M | Add 29.23% | 16.82 M | $52.67 |
| Q3 2017 | +4.03 M | Add 44.86% | 13.02 M | $48.69 |
| Q2 2017 | +1.45 M | Add 19.20% | 8.99 M | $46.48 |
| Q1 2017 | -211,140 | Reduce 2.72% | 7.54 M | $42.39 |
| Q4 2016 | +962,960 | Add 14.19% | 7.75 M | $39.62 |
| Q3 2016 | -544,340 | Reduce 7.42% | 6.79 M | $40.20 |
| Q2 2016 | -1.12 M | Reduce 13.25% | 7.33 M | $35.18 |
| Q1 2016 | -1.94 M | Reduce 18.68% | 8.45 M | $38.14 |
| Q4 2015 | -343,160 | Reduce 3.20% | 10.39 M | $38.90 |
| Q3 2015 | +10.74 M | New Buy | 10.74 M | $31.92 |
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 42 quarters since Q3 2015.
Ruane Cunniff's largest addition to Alphabet Inc. (GOOGL) was in Q3 2015, adding 10,736,860 shares worth $342.7 M.
According to the latest 13F filing for Q4 2025, Ruane Cunniff's firm, Ruane, Cunniff & Goldfarb L.P., owns 2,174,821 shares of Alphabet Inc. (GOOGL), valued at approximately $680.72 M.
As of the Q4 2025 filing, Alphabet Inc. (GOOGL) represents approximately 10.63% of Ruane Cunniff's publicly disclosed stock portfolio, making it one of their key holdings.
Ruane Cunniff's peak holding in Alphabet Inc. (GOOGL) was 17,929,720 shares, as reported at the end of Q1 2018.