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.

Chuck Akre has a great portfolio with strong moaty companies, so always curious to see what he does.

In Q4-25 he added to $CPRT and sold most of his $DHR position.

Is $CPRT a buy here?