Oriental Harbor Investment Master Fund 13F: Adds $38M to GOOG Stake

Oriental Harbor Investment Master Fund increased its stake in Alphabet Inc. GOOG by 110,591 shares during the period, according to a form 13F filing disclosed with the SEC on October 22, 2026. The reported value of the position stood at approximately $395.34 million.

GOOG Alphabet Inc.

$330.95 ▲ +5.16% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Oriental Harbor Investment Master Fund's Alphabet Inc. GOOG Position

The fund lifted its holdings by a 10.5% increase, taking its total count from 1,049,653 shares up to 1,160,244 shares. That expansion added notable weight to the fund's portfolio for the internet giant.

Other Institutional Activity in Alphabet Inc.

Other institutional investors also adjusted their positions in Alphabet Inc. GOOG around the same dates. Axxcess Wealth Management trimmed its holdings by 53,566 shares, ending with 52,556 shares worth about $16.11 million. Smith Chas P & Associates Pa Cpas reduced its stake by 35,255 shares to hold 303,234 shares valued at $102.16 million. SBI Securities lowered its stake by 3,956 shares, bringing its total holding to 193,856 shares worth roughly $66.05 million. Meanwhile, Embree Financial Group grew its holdings by 1,594 shares, ending with 12,648 shares worth about $4.31 million. Moran Wealth Management lowered its stake by 6,357 shares to a total of 67,527 shares valued at $23.01 million.

Alphabet Inc. Stock Down 4.6%

Alphabet Inc. GOOG shares closed at $320.76 on October 22, 2026, and recently traded around $320.85 as of October 23, 2026. The stock trades below its 50-day moving average of $340.55 and sits roughly 20.7% below its 52-week high of $404.47.

Recent Earnings

Alphabet Inc. reported trailing-twelve-month revenue of $445.87 billion alongside basic earnings per share of $19.93. The company holds a net profit margin of 54.8% and a return on equity of 48.7%. Its next earnings report is scheduled for October 28, 2026.

Dividend

The company pays an annual dividend rate of $0.88 per share, giving it a dividend yield of 0.27% with a payout ratio of 4.3%.

Insider Buying and Selling at Alphabet Inc.

Company insiders completed a few small sales prior to the filing. Officer Marsida Saraci sold 449 shares on July 29, 2026, at an average price of $333.20 for a total value of $149,607. Director Frances H. Ph.D. Arnold sold 82 shares on July 30, 2026, at $333.39 per share, and another 82 shares on August 28, 2026, at an average price of $337.71.

Analysts Set New Price Targets

Analyst firms have updated their outlooks on the stock. JP Morgan maintained an overweight rating while lowering its price target to $420.00 on July 23, 2026, and later raised its target to $425.00 on October 15, 2026. TD Cowen reiterated a buy rating with a $475.00 target on July 23, 2026, and maintained its buy rating with a $485.00 target on October 8, 2026. UBS maintained a neutral rating with a $380.00 target on October 14, 2026. The stock carries a consensus strong buy rating from 13 analyst opinions with a mean price target of $422.15.

About Alphabet Inc.

Alphabet Inc. operates internet products and platforms worldwide through segments like Google Services, Google Cloud, and Other Bets. It delivers everyday tools including search engines, operating systems, maps, mail services, and video platforms.

Bottom Line

Oriental Harbor Investment Master Fund's expanded position arrives just ahead of Alphabet's upcoming financial results. Investors will look to the October 28 earnings report for new direction on revenue growth and cloud performance.