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GOOG
LONGINSIDER SELLALPHABET INC
Funds
4
Score
5.50
vs SPY
+14.9%
Stock return (since Q-end)
+31.2%
SPY return (since Q-end)
+16.3%
Current price
$376.43
News Summary
PositiveAlphabet delivered exceptional Q1 2026 results with 22% revenue growth to $109.9B, 82% EPS growth to $5.11, and Google Cloud accelerating 63% with a $460B backlog, demonstrating strong AI monetization. However, significant regulatory headwinds persist with DOJ appeals on Chrome divestiture and ad tech antitrust cases moving forward, plus Morgan Stanley estimates potential $15-25B annual revenue impact from forced choice screens.
Red flags
- •DOJ and states appealing Chrome browser ruling with forced choice screens estimated to cost 5-8% search traffic ($15-25B annual revenue at risk)
- •Simultaneous DOJ antitrust case targeting Google's ad technology business
- •Capex surge to $180-190B in 2026 and debt increase to $77.5B raise capital intensity concerns
- •European Commission Digital Markets Act compliance proceedings initiated
Funds Buying (4)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | QoQ | Status |
|---|---|---|---|---|---|---|
| TCI Fund Management | Chris Hohn | 8.9M | +8.9M | $2539.9B | — | NEW |
| Berkshire Hathaway | Warren Buffett | 3.6M | +3.6M | $1028.5B | — | NEW |
| Himalaya Capital | Li Lu | 2.5M | +2.5M | $703.2B | — | NEW |
| Baupost Group | Seth Klarman | 1.2M | +94K | $339M | +9% | Existing |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed |
|---|---|---|---|---|---|---|
| Hennessy John L. | — | SELL | 134 | $392.86 | $0.05M | 2026-05-15 |
| Hennessy John L. | — | SELL | 90 | $393.75 | $0.04M | 2026-05-15 |
| Hennessy John L. | — | SELL | 37 | $391.89 | $0.01M | 2026-05-15 |
| Hennessy John L. | — | SELL | 39 | $394.95 | $0.02M | 2026-05-15 |
| Hennessy John L. | — | SELL | 134 | $392.41 | $0.05M | 2026-05-15 |
| Hennessy John L. | — | SELL | 171 | $393.54 | $0.07M | 2026-05-15 |
| Hennessy John L. | — | SELL | 45 | $394.96 | $0.02M | 2026-05-15 |
| Hennessy John L. | — | SELL | 199 | $392.79 | $0.08M | 2026-05-15 |
| Hennessy John L. | — | SELL | 138 | $393.79 | $0.05M | 2026-05-15 |
| Hennessy John L. | — | SELL | 32 | $391.20 | $0.01M | 2026-05-15 |
| Hennessy John L. | — | SELL | 31 | $395.42 | $0.01M | 2026-05-15 |
| GV 2019 GP, L.L.C. | — | SELL | 45K | $23.27 | $1.06M | 2026-05-15 |
| GV 2019 GP, L.L.C. | — | SELL | 42K | $24.27 | $1.02M | 2026-05-15 |
| GV 2019 GP, L.L.C. | — | SELL | 60K | $23.01 | $1.38M | 2026-05-14 |
| ARNOLD FRANCES | — | SELL | 102 | $371.00 | $0.04M | 2026-04-30 |
| Hennessy John L. | — | SELL | 75 | $332.91 | $0.02M | 2026-04-15 |
| Hennessy John L. | — | SELL | 105 | $330.54 | $0.03M | 2026-04-15 |
| Hennessy John L. | — | SELL | 105 | $331.74 | $0.03M | 2026-04-15 |
| Hennessy John L. | — | SELL | 72 | $334.35 | $0.02M | 2026-04-15 |
| Hennessy John L. | — | SELL | 34 | $329.88 | $0.01M | 2026-04-15 |
| Hennessy John L. | — | SELL | 137 | $330.91 | $0.05M | 2026-04-15 |
| Hennessy John L. | — | SELL | 68 | $331.88 | $0.02M | 2026-04-15 |
| Hennessy John L. | — | SELL | 85 | $332.92 | $0.03M | 2026-04-15 |
| Hennessy John L. | — | SELL | 68 | $329.78 | $0.02M | 2026-04-15 |
| Hennessy John L. | — | SELL | 142 | $330.67 | $0.05M | 2026-04-15 |
| Hennessy John L. | — | SELL | 64 | $331.84 | $0.02M | 2026-04-15 |
| Hennessy John L. | — | SELL | 95 | $332.81 | $0.03M | 2026-04-15 |
| O'Toole Amie Thuener | VP, Chief Accounting Officer | SELL | 617 | $289.63 | $0.18M | 2026-04-01 |
| ARNOLD FRANCES | — | SELL | 102 | $275.19 | $0.03M | 2026-03-30 |
| WALKER JOHN KENT | President, Global Affairs, CLO | SELL | 2K | $274.93 | $0.42M | 2026-03-27 |
| WALKER JOHN KENT | President, Global Affairs, CLO | SELL | 2K | $277.42 | $0.58M | 2026-03-27 |
| WALKER JOHN KENT | President, Global Affairs, CLO | SELL | 1K | $278.30 | $0.36M | 2026-03-27 |
| WALKER JOHN KENT | President, Global Affairs, CLO | SELL | 1K | $276.21 | $0.39M | 2026-03-27 |
| WALKER JOHN KENT | President, Global Affairs, CLO | SELL | 3K | $273.91 | $0.73M | 2026-03-27 |