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RiskModels / Stocks / GOOG

Alphabet Inc. Class C (GOOG)

Daily ERM3 factor decomposition: how much of GOOG's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$353.47
Market cap
$4.28T
23-day vol
47.2%
Sector proxy
XLK
Subsector proxy
IGV

Risk DNA

33% of GOOG's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 30.0%Sector 2.8%Subsector 0.0%Stock-specific 67.1%
IGV subsector peers · average of 221 names

GOOG carries 67% stock-specific risk against a peer average of 76% — less of what happens here is specific to this name than is typical for its cohort.

ETF hedge ratios

Dollars of ETF to short per $1 of GOOG held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLK)Subsector (IGV)Explained risk
L1$-1.35——30.0%
L2$-2.11$0.44—32.9%
L3$-2.11$0.45$-0.0232.9%

Data as of August 8, 2026. Updated daily from the ERM3 pipeline.

13F filers holding GOOG

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • Appaloosa Management9.8%
  • ARK Investment Management1.7%
  • Beacon Pointe Advisors1.6%
  • D. E. Shaw & Co.1.4%
  • Coatue Management1.4%
  • Citadel Advisors1.3%
  • Bridgewater Associates0.7%
  • Pershing Square Capital0.7%
  • Berkshire Hathaway0.4%

Go deeper on GOOG

Ask the AI risk analyst for GOOG's full history, peer comparison, or how it changes your portfolio's risk.

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RiskModels / Stocks / GOOG

Alphabet Inc. Class C (GOOG)

Daily ERM3 factor decomposition: how much of GOOG's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$353.47
Market cap
$4.28T
23-day vol
47.2%
Sector proxy
XLK
Subsector proxy
IGV

Risk DNA

33% of GOOG's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 30.0%Sector 2.8%Subsector 0.0%Stock-specific 67.1%
IGV subsector peers · average of 221 names

GOOG carries 67% stock-specific risk against a peer average of 76% — less of what happens here is specific to this name than is typical for its cohort.

ETF hedge ratios

Dollars of ETF to short per $1 of GOOG held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLK)Subsector (IGV)Explained risk
L1$-1.35——30.0%
L2$-2.11$0.44—32.9%
L3$-2.11$0.45$-0.0232.9%

Data as of August 8, 2026. Updated daily from the ERM3 pipeline.

13F filers holding GOOG

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • Appaloosa Management9.8%
  • ARK Investment Management1.7%
  • Beacon Pointe Advisors1.6%
  • D. E. Shaw & Co.1.4%
  • Coatue Management1.4%
  • Citadel Advisors1.3%
  • Bridgewater Associates0.7%
  • Pershing Square Capital0.7%
  • Berkshire Hathaway0.4%

Go deeper on GOOG

Ask the AI risk analyst for GOOG's full history, peer comparison, or how it changes your portfolio's risk.

Ask the analyst about GOOGAnalyze your portfolio

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

The Engine
  • Developers
  • API
  • SDK
  • CLI
The Science
  • What's inside
  • Artifact gallery
  • Methodology wiki ↗
  • Glossary
  • ERM3 overview
  • SEC Filing Calendar
  • 13F Filers

Browse every tracked 13F filer.

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© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.

Browse every tracked 13F filer.

Stock Risk Profiles
Infrastructure
  • Access
  • Developer pricing
  • About
  • Support
  • FAQ
  • Privacy
  • Terms
RiskModelsResearch/Workspace/API

© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.