Nick Train trimmed GOOGL · Alphabet Inc.
$387M · now 16.4% of the portfolio
TRADED BY
Sep 30
FILED
Nov 2
YOU SEE IT
Nov 2
33 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.
$282 now
OUR VALUE
$282 today
low $133mid $177high $222
2 models, as of 2026-11-02.
They sold above our value.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。