Agave Capital Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$117M Buy
+327,282
New +$118M 12.79% 3
2026
Q1
– Sell
-100,000
Closed -$31.3M – 16
2025
Q4
$31.3M Buy
+100,000
New +$28.6M 5.24% 4

Other funds holding GOOGL

Agave Capital Management's GOOGL Position: Q2 2026 in Review

Agave Capital Management opened a new position in Alphabet (Google) Class A (GOOGL) in Q2 2026: 327,282 shares worth $117M. The stake represents 12.79% of the portfolio and ranks #3 among its holdings. This is a return to the name: Agave Capital Management previously reported a position in GOOGL as recently as Q4 2025.

Agave Capital Management first reported a position in GOOGL in Q4 2025 and has held it in 2 quarters since. 5,817 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Agave Capital Management held 327,282 shares of Alphabet (Google) Class A worth $117M as of Q2 2026.
  • Alphabet (Google) Class A was a new Agave Capital Management position in Q2 2026.
  • Alphabet (Google) Class A made up 12.79% of Agave Capital Management's portfolio in Q2 2026, its #3 holding.
  • Agave Capital Management first reported a position in Alphabet (Google) Class A in Q4 2025 and has held it in 2 quarters since.
  • 5,817 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Agave Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.