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Dividendology @dividendology Β· Feb 21
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TacticzHazel @TacticzH Β· Feb 17
Another BIG $GOOGL Trim, this time by Pat Dorsey's asset Management.

- They reduced their position in $GOOGL by 50%
- Biggest add: $LYV - Livenation, now 7.47% of portfolio

Top holdings:
1. $ASML (18%)
2. $DHR (16.5%)
3. $AER (15%)

I think we will see a lot more $GOOGL profit-taking in this 13f-season.