John Osterweis - AltaRock Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $4,126,337,614
Holdings Activity Buys Sells    History
Holding/activity history for  Alphabet Inc. (GOOGL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 43,391 0.30 Reduce 74.38% 0.77 $287.56 $12,477,516 SEC
2025   Q4 169,391 1.04 Reduce 50.81% 0.78 $313.00 $53,019,383 SEC
2025   Q3 344,391 1.53 Reduce 67.06% 2.25 $243.10 $83,721,452 SEC
2025   Q2 1,045,429 3.36 Reduce 69.74% 7.49 $176.23 $184,235,953 SEC
2025   Q1 3,454,367 10.74 Reduce 0.76% 0.10 $154.64 $534,183,313 SEC
2024   Q4 3,480,801 13.33 Add 4.41% 0.56 $189.30 $658,915,629 SEC
2024   Q3 3,333,905 10.89 Reduce 16.70% 2.50 $165.85 $552,928,144 SEC
2024   Q2 4,002,110 15.00 Reduce 6.60% 0.92 $182.15 $728,984,337 SEC
2024   Q1 4,285,110 13.90 Reduce 11.83% 1.79 $150.93 $646,751,652 SEC
2023   Q4 4,859,830 15.14 Reduce 7.59% 1.31 $139.69 $678,869,653 SEC
2023   Q3 5,259,222 17.24 Reduce 8.32% 1.37 $130.86 $688,221,791 SEC
2023   Q2 5,736,600 16.49 Reduce 8.69% 1.55 $119.70 $686,671,020 SEC
2023   Q1 6,282,417 17.85 Reduce 2.30% 0.41 $103.73 $651,675,115 SEC
2022   Q4 6,430,417 17.83 Reduce 8.18% 1.79 $88.23 $567,355,692 SEC
2022   Q3 7,003,600 21.93 Add 1,971.27% 20.87 $95.65 $669,894,000 SEC
2022   Q2 338,130 22.74 Add 0.90% 0.20 $2,179.26 $736,873,000 SEC
2022   Q1 335,110 23.76 Add 16.21% 3.31 $2,781.35 $932,058,000 SEC
2021   Q4 288,376 22.02 Add 0.87% 0.19 $2,897.04 $835,437,000 SEC
2021   Q3 285,876 20.62 Reduce 10.64% 2.30 $2,673.52 $764,295,000 SEC
2021   Q2 319,916 21.62 $2,441.79 $781,168,000 SEC
2021   Q1 319,916 25.08 $2,062.52 $659,833,000 SEC
2020   Q4 319,916 23.50 Reduce 11.35% 2.83 $1,752.64 $560,698,000 SEC
2020   Q3 360,885 24.95 Add 0.18% 0.04 $1,465.60 $528,913,000 SEC
2020   Q2 360,243 26.19 Add 23.82% 5.04 $1,418.05 $510,843,000 SEC
2020   Q1 290,943 21.47 Add 26.50% 4.50 $1,161.95 $338,061,000 SEC
2019   Q4 230,000 19.06 Buy 19.06 $1,339.39 $308,060,000 SEC