Baillie Gifford added GOOGL · Alphabet Inc.
$1.0B · now 1.0% of the portfolio
TRADED BY
Sep 30
FILED
Nov 9
YOU SEE IT
Nov 9
40 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.
$291 now
OUR VALUE
$291 today
low $134mid $178high $223
2 models, as of 2026-11-08.
Priced past our value: the move has played out.
Margin of Safety Weekly
Every Saturday: the market’s temperature, what the great investors filed, and the week’s research.