Ownership history in Orbis Allan Gray Ltd · 16 quarters on record
This page tracks every 13F SEC filing in which Orbis Allan Gray Ltd reported a position in ALPHABET INC (GOOGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,663,789 | +1,362,157 | +104.6% | 3.49% | $833.8M | $312.78 |
| 2025 Q1 | REDUCED | 1,301,632 | -2,252,525 | -63.4% | 1.15% | $201.3M | $154.11 |
| 2024 Q4 | ADDED | 3,554,157 | +1,400,352 | +65.0% | 3.62% | $672.8M | $188.43 |
| 2024 Q3 | REDUCED | 2,153,805 | -162,333 | -7.0% | 1.89% | $357.2M | $164.90 |
| 2024 Q2 | REDUCED | 2,316,138 | -157,903 | -6.4% | 2.63% | $421.9M | $180.86 |
| 2024 Q1 | ADDED | 2,474,041 | +2,275,856 | +1148.3% | 2.24% | $373.4M | $149.69 |
| 2023 Q4 | UNCHANGED | 198,185 | — | 0% | 0.17% | $27.7M | $138.54 |
| 2023 Q3 | UNCHANGED | 198,185 | — | 0% | 0.19% | $25.9M | $129.79 |
| 2023 Q2 | ADDED | 198,185 | +3,486 | +1.8% | 0.17% | $23.7M | $118.72 |
| 2023 Q1 | REDUCED | 194,699 | -39,001 | -16.7% | 0.16% | $20.2M | $102.88 |
As of 2025 Q4 — sorted by position size