Select Equity Group, L.P. GOOG — GOOGLE INC GOOG

Ownership history in Select Equity Group, L.P.  ·  60 quarters on record

AI Ownership Summary

Select Equity Group, L.P. reported GOOGLE INC GOOG (GOOG) in 60 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.66% in 2025 Q3. The latest visible filing shows GOOG at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GOOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Select Equity Group, L.P.'s position in GOOGLE INC GOOG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GOOG was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GOOG stock page Select Equity Group, L.P. fund profile Select Equity Group, L.P. full holdings
How Select Equity Group, L.P. held GOOG — position size vs. price
% of Fund (quarterly)    GOOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 27.6% -8.5% ✅ 476,878 -182,043 -27.6% 0.65% $149.6M 2026-02-14 (Est.) $305.80
2025 Q3 REDUCED — — — 658,921 -27,859 -4.1% 0.66% $160.5M 2025-11-14 $276.60
2025 Q2 ADDED — — — 686,780 +275,421 +67.0% 0.51% $121.8M 2025-08-14 $203.36
2025 Q1 REDUCED 29.6% +13.7% ❌ 411,359 -173,119 -29.6% 0.28% $64.3M 2025-05-15 $164.83
2024 Q4 ADDED — — — 584,478 +117,189 +25.1% 0.44% $111.3M 2025-02-14 $186.01
2024 Q3 REDUCED 25.2% +15.4% ❌ 467,289 -157,573 -25.2% 0.28% $78.1M 2024-11-14 $176.34
2024 Q2 ADDED — — — 624,862 +8,807 +1.4% 0.45% $114.6M 2024-08-14 $160.89
2024 Q1 REDUCED 36.2% +21.3% ❌ 616,055 -349,928 -36.2% 0.33% $93.8M 2024-05-15 $172.46
2023 Q4 ADDED — — — 965,983 +255,699 +36.0% 0.48% $136.1M 2024-02-14 $145.94
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GOOG

As of 2026 Q1 — sorted by position size

Shengqi Capital (Hong Kong) Ltd 70.14% IVY LANE CAPITAL MANAGEMENT, LLC 3Y 39.9% NNS Holding 3Y 39.45% STEGINSKY CAPITAL LLC 3Y 7Y 32.43% Oriental Harbor Investment Master Fund 30.5% FARLEY CAPITAL L.P. 3Y 7Y 29.52% CAMPBELL CAPITAL MANAGEMENT INC 3Y 7Y 21.76% Q Fund Management (Hong Kong) Ltd 21.47% FOUNDERS CAPITAL MANAGEMENT, LLC 3Y 7Y 20.81% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 18.7%

FAQ About Select Equity Group, L.P. and GOOG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Select Equity Group, L.P. reported owning GOOG?

Select Equity Group, L.P. reported GOOG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GOOG position in Select Equity Group, L.P.'s portfolio?

The largest reported portfolio weight for GOOG was 0.66% in 2025 Q3.

What is the latest reported GOOG position on this page?

The most recent filing on this page is 2025 Q4, when Select Equity Group, L.P. reported 476,878 shares, equal to 0.65% of portfolio, with an estimated market value of $149.6M.

What does the chart on this GOOG ownership page compare?

The chart compares Select Equity Group, L.P.'s quarterly GOOG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Select Equity Group, L.P. time their GOOG position?

Based on 13F filing dates vs. subsequent GOOG price moves, Select Equity Group, L.P. correctly timed 31 out of 55 reported position changes (56%). The annualised alpha on GOOG relative to SPY over the holding period was +7.0%.

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