François Rochon trimmed GOOGL · Alphabet Inc.
$105M · now 3.6% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 12
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.
$301 now
OUR VALUE
$301 today
low $133mid $177high $221
2 models, as of 2026-11-12.
They sold above our value.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。