SEC 13F Intelligence

Orbis Allan Gray Ltd / GOOG

Orbis Allan Gray Ltd’s Alphabet Inc Position

Does Orbis Allan Gray Ltd own Alphabet Inc (GOOG)? Not currently — the last reported position was 1.65M shares worth $314M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$314M
Q4 2024
Shares
1.65M
% of Portfolio
+1.69%
Quarters Held
25
position exited

Position History GOOG

Reported value by quarter
Q4 ’18: $495MQ4 ’18Q1 ’19: $444MQ2 ’19: $545MQ3 ’19: $640MQ4 ’19: $691MQ4 ’19Q1 ’20: $251MQ2 ’20: $266MQ3 ’20: $200MQ4 ’20: $170MQ4 ’20Q1 ’21: $35MQ2 ’21: $47MQ3 ’21: $43MQ4 ’21: $43MQ4 ’21Q1 ’22: $34MQ2 ’22: $379MQ3 ’22: $389MQ4 ’22: $594MQ4 ’22Q1 ’23: $488MQ2 ’23: $281MQ3 ’23: $241MQ4 ’23: $304MQ4 ’23Q1 ’24: $329MQ2 ’24: $302MQ3 ’24: $276MQ4 ’24: $314MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20241.65M$314M+1.69%
Q3 20241.65M$276M+1.46%
Q2 20241.65M$302M+1.88%
Q1 20242.16M$329M+1.97%
Q4 20232.16M$304M+1.91%
Q3 20231.82M$241M+1.73%
Q2 20232.32M$281M+2.01%
Q1 20234.69M$488M+3.84%
Q4 20226.70M$594M+4.72%
Q3 20224.05M$389M+3.19%
Q2 2022173.3K$379M+3.05%
Q1 202212.3K$34M+0.25%
Q4 202115.0K$43M+0.32%
Q3 202116.3K$43M+0.30%
Q2 202118.8K$47M+0.30%
Q1 202116.8K$35M+0.25%
Q4 202097.1K$170M+1.23%
Q3 2020136.2K$200M+1.58%
Q2 2020188.2K$266M+2.00%
Q1 2020215.9K$251M+2.39%
Q4 2019516.8K$691M+4.82%
Q3 2019525.0K$640M+4.73%
Q2 2019504.2K$545M+3.92%
Q1 2019378.7K$444M+3.01%
Q4 2018477.7K$495M+3.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orbis Allan Gray Ltd’s full portfolio or all institutional holders of GOOG.