← Full ticker page
Signal dossier · Q4 2025
GOOGL
Alphabet · Technology
HoldLens verdict · single −100..+100 scale
BUY
Score: +4 / +100
WEAK BUY
0 tracked manager buying MODERATE signal.
Unified ConvictionScore · −100..+100
Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding
+4
Buy component
+5
Dissent penalty
−0
Unanimity bonus
+1
Quality differential
+0
Info density
+2
Buyers / Sellers
0 / 0
Ready to act on this signal?
Need a brokerage account?
Open one with any major broker — Public, Robinhood, IBKR, eToro, or your bank. HoldLens does not execute trades.
Smart money activity
Every tracked 13F move on GOOGL — grouped by quarter, ranked by manager quality.
Smart money activity
2 buys · 0 sells across tracked 13F filings
Net signal: STRONG BUY
Q3 2025(2 moves)
| Portfolio manager | % portfolio |
|---|---|
John ArmitageTier 1 Egerton Capital | 6.80% |
François RochonTier 1 Giverny Capital | 8.40% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Insider activity (Form 4)
0 buys · 2 sells from corporate insiders
Net: INSIDER SELLING
| Insider | Value |
|---|---|
Sundar Pichai CEO | $4.88M |
Ruth Porat President & CIO | $1.60M |
Latest news
Recent headlines for GOOGL — context for the moves above.
Current ownership
9 tracked superinvestors currently hold GOOGL as a top position.
| Manager | % Portfolio |
|---|---|
| Chris Hohn Second-largest position. AI optionality. | 14.6% |
| François Rochon Search + AI. | 8.4% |
| Chase Coleman Search moat + AI optionality. | 8.2% |
| Polen Capital Search moat + AI optionality. | 8.1% |
| David Tepper Search + AI optionality. | 7.8% |
| John Armitage Search + AI. | 6.8% |
| Bill Nygren Search franchise at reasonable multiple. | 4.9% |
| Lee Ainslie Search + AI. | 4.2% |
| Joel Greenblatt Search dominance + AI optionality. | 3.0% |
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
$14/mo · cancel anytime · lock in for life
See pricing →
HoldLens Signal combines multi-factor recommendation scoring with live prices, multi-quarter trend detection, and real-time news. Not investment advice. Methodology.