Appaloosa LP — ALPHABET INC GOOG: Quarterly 13F Position History
Appaloosa LP has reported ALPHABET INC (GOOG) on 41 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2016. As of Q1 2026, the position is sized at 1,732,700 shares ($497.0M market value, 8.38% of the equity book). Quarter-over-quarter share count change: 54,231 (-3.0%) .
- 1,732,700Shares Held (Latest Filing)
- $497.0MReported Market Value (Latest Filing)
- 8.38%Portfolio Weight (% of 13F Equity Book)
- 54,231Quarter-over-Quarter Share Change
- -$63.7MQuarter-over-Quarter Value Change
- 2,750,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,732,700 | 54,231 | -3.0% | $497.0M | 8.38% | $286.86 |
| Q4 2025 | 1,786,931 | +399,431 | +28.8% | $560.7M | 8.18% | $313.80 |
| Q3 2025 | 1,387,500 | 112,500 | -7.5% | $337.9M | 4.58% | $243.55 |
| Q2 2025 | 1,500,000 | 510,000 | -25.4% | $266.1M | 4.13% | $177.39 |
| Q1 2025 | 2,010,000 | +128,037 | +6.8% | $314.0M | 5.64% | $156.23 |
| Q4 2024 | 1,881,963 | 1 | -0.0% | $358.4M | 5.54% | $190.44 |
| Q3 2024 | 1,881,964 | 43,036 | -2.2% | $314.6M | 4.67% | $167.19 |
| Q2 2024 | 1,925,000 | 150,000 | -7.2% | $353.1M | 5.72% | $183.42 |
| Q1 2024 | 2,075,000 | 225,000 | -9.8% | $315.9M | 4.72% | $152.26 |
| Q4 2023 | 2,300,000 | 450,000 | -16.4% | $324.1M | 5.73% | $140.93 |
| Q3 2023 | 2,750,000 | +440,000 | +19.0% | $362.6M | 7.16% | $131.85 |
| Q2 2023 | 2,310,000 | +200,000 | +9.5% | $279.4M | 5.19% | $120.97 |
| Q1 2023 | 2,110,000 | +115,000 | +5.8% | $219.4M | 11.86% | $104.00 |
| Q4 2022 | 1,995,000 | 0 | — | $177.0M | 13.13% | $88.73 |
| Q3 2022 | 1,995,000 | +1,895,000 | +1895.0% | $191.8M | 14.10% | $96.15 |
| Q2 2022 | 100,000 | 19,000 | -16.0% | $218.7M | 13.73% | $2187.45 |
| Q1 2022 | 119,000 | 16,000 | -11.9% | $332.4M | 13.30% | $2792.99 |
| Q4 2021 | 135,000 | 12,000 | -8.2% | $390.6M | 10.05% | $2893.59 |
| Q3 2021 | 147,000 | +1,000 | +0.7% | $391.8M | 9.33% | $2665.31 |
| Q2 2021 | 146,000 | 85,000 | -36.8% | $365.9M | 7.57% | $2506.32 |
| Q1 2021 | 231,000 | 23,500 | -9.2% | $477.9M | 6.86% | $2068.63 |
| Q4 2020 | 254,500 | 3,000 | -1.2% | $445.9M | 6.67% | $1751.88 |
| Q3 2020 | 257,500 | 76,500 | -22.9% | $378.4M | 6.69% | $1469.60 |
| Q2 2020 | 334,000 | 27,000 | -7.5% | $472.1M | 8.20% | $1413.61 |
| Q1 2020 | 361,000 | 79,000 | -18.0% | $419.8M | 12.83% | $1162.81 |
| Q4 2019 | 440,000 | 4,900 | -1.1% | $588.3M | 14.78% | $1337.02 |
| Q3 2019 | 444,900 | +229,900 | +106.9% | $542.3M | 15.88% | $1219.00 |
| Q2 2019 | 215,000 | +70,000 | +48.3% | $232.4M | 9.77% | $1080.91 |
| Q1 2019 | 145,000 | 600 | -0.4% | $170.1M | 4.96% | $1173.31 |
| Q4 2018 | 145,600 | 54,400 | -27.2% | $150.8M | 7.45% | $1035.61 |
| Q3 2018 | 200,000 | 131,000 | -39.6% | $238.7M | 4.20% | $1193.47 |
| Q2 2018 | 331,000 | 74,847 | -18.4% | $369.3M | 4.23% | $1115.65 |
| Q1 2018 | 405,847 | +50,118 | +14.1% | $418.7M | 4.31% | $1031.79 |
| Q4 2017 | 355,729 | 212,271 | -37.4% | $372.2M | 3.55% | $1046.40 |
| Q3 2017 | 568,000 | 17,000 | -2.9% | $544.8M | 7.88% | $959.11 |
| Q2 2017 | 585,000 | +110,000 | +23.2% | $531.6M | 7.89% | $908.73 |
| Q1 2017 | 475,000 | 8,000 | -1.7% | $394.0M | 6.87% | $829.56 |
| Q4 2016 | 483,000 | +11,000 | +2.3% | $372.8M | 6.88% | $771.82 |
| Q3 2016 | 472,000 | 158,000 | -25.1% | $366.9M | 9.50% | $777.29 |
| Q2 2016 | 630,000 | +29,450 | +4.9% | $436.0M | 11.46% | $692.10 |
| Q1 2016 | 600,550 | — | — | $447.4M | 8.96% | $744.95 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Appaloosa LP first disclose a GOOG position in 13F-HR filings?
Appaloosa LP first reported ALPHABET INC (GOOG) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.
What was Appaloosa LP's most recent quarter-over-quarter share-count change in GOOG?
Between Q4 2025 and Q1 2026, Appaloosa LP reduced its GOOG position by 54,231 shares (-3.0%), leaving 1,732,700 shares at a market value of $497.0M.
Does the implied price-per-share represent Appaloosa LP's cost basis in GOOG?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.