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RiskModels / Stocks / GOOGL

Alphabet Inc. Class A (GOOGL)

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

Price
$330.39
Market cap
$4.00T
23-day vol
19.6%
Sector proxy
XLC
Subsector proxy
FDN

Class A — risk and decomposition modeled on Class C (GOOG).

The two share classes have one modelled return series between them, so every figure on this page — including price and market cap — is GOOG's.

Risk DNA

40% of GOOGL's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 28.3%Sector 12.6%Subsector 0.0%Stock-specific 59.1%
FDN subsector peers · average of 32 names

GOOGL carries 59% stock-specific risk against a peer average of 86% — less of what happens here is specific to this name than is typical for its cohort.

Subsector (-0.8%) covaried negatively with GOOGL over this window, offsetting its variance rather than adding to it. Clamped to 0% for the bar and the remaining layers renormalized, so the percentages above sum to 100.

ETF hedge ratios

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

LevelMarket (SPY)Sector (XLC)Subsector (FDN)Explained risk
L1$-1.18——28.5%
L2$-0.58$-0.89—41.2%
L3$-0.53$-0.87$-0.0640.4%

Data as of September 11, 2026. Updated daily from the ERM3 pipeline.

13F filers holding GOOGL

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

  • Tiger Global Management10.1%
  • Berkshire Hathaway9.8%
  • Third Point9.1%
  • Coatue Management4.4%
  • Soros Fund Management4.4%
  • Beacon Pointe Advisors3.1%
  • Bridgewater Associates3.0%
  • Citadel Advisors2.1%
  • D. E. Shaw & Co.2.1%

Go deeper on GOOGL

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

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Manager SkillAllocatorsExamplesEvidenceAccessAnalyst
Checking session...
RiskModels / Stocks / GOOGL

Alphabet Inc. Class A (GOOGL)

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

Price
$330.39
Market cap
$4.00T
23-day vol
19.6%
Sector proxy
XLC
Subsector proxy
FDN

Class A — risk and decomposition modeled on Class C (GOOG).

The two share classes have one modelled return series between them, so every figure on this page — including price and market cap — is GOOG's.

Risk DNA

40% of GOOGL's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 28.3%Sector 12.6%Subsector 0.0%Stock-specific 59.1%
FDN subsector peers · average of 32 names

GOOGL carries 59% stock-specific risk against a peer average of 86% — less of what happens here is specific to this name than is typical for its cohort.

Subsector (-0.8%) covaried negatively with GOOGL over this window, offsetting its variance rather than adding to it. Clamped to 0% for the bar and the remaining layers renormalized, so the percentages above sum to 100.

ETF hedge ratios

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

LevelMarket (SPY)Sector (XLC)Subsector (FDN)Explained risk
L1$-1.18——28.5%
L2$-0.58$-0.89—41.2%
L3$-0.53$-0.87$-0.0640.4%

Data as of September 11, 2026. Updated daily from the ERM3 pipeline.

13F filers holding GOOGL

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

  • Tiger Global Management10.1%
  • Berkshire Hathaway9.8%
  • Third Point9.1%
  • Coatue Management4.4%
  • Soros Fund Management4.4%
  • Beacon Pointe Advisors3.1%
  • Bridgewater Associates3.0%
  • Citadel Advisors2.1%
  • D. E. Shaw & Co.2.1%

Go deeper on GOOGL

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

Ask the analyst about GOOGLAnalyze 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
  • Lone Pine Capital0.6%
  • Pershing Square Capital0.1%
  • Browse every tracked 13F filer.

    Stock Risk Profiles
    Infrastructure
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    • Developer pricing
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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.

  • Lone Pine Capital0.6%
  • Pershing Square Capital0.1%
  • 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.