FOLLOW THE PROS

Jim Simons added GOOGL · Alphabet Inc.

$828M · now 1.1% of the portfolio

TRADED BY

Sep 30

FILED

Nov 12

YOU SEE IT

Nov 13

43 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.

$299 now

OUR VALUE

$299 today
low $133mid $177high $221

2 models, as of 2026-11-12.

Priced past our value: the move has played out.

Open the briefing →Share

Margin of Safety Weekly

Every Saturday: the market’s temperature, what the great investors filed, and the week’s research.

Send me the DeepValues Margin of Safety Weekly, one email every Saturday. I can unsubscribe at any time. Information only, not investment advice. Privacy