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

Alkeon Capital Management’s Portfolio GOOGL Stock Details GOOGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-500,000	Closed	-$157M	–	110
2025 Q4	$157M	Sell	500,000 -1,500,000	-75%	-$429M	0.25%	61
2025 Q3	$486M	Buy	+2,000,000	New	+$419M	0.72%	29
2022 Q4	–	Sell	-1,000,000	Closed	-$95.7M	–	132
2022 Q3	$95.7M	Sell	1,000,000 -4,000,000	-80%	-$444M	0.31%	74
2022 Q2	$545M	Buy	5,000,000 +1,000,000	+25%	+$118M	1.47%	8
2022 Q1	$556M	Sell	4,000,000 -240,000	-6%	-$32.6M	1.11%	14
2021 Q4	$614M	Buy	4,240,000 +800,000	+23%	+$115M	1.14%	12
2021 Q3	$460M	Sell	3,440,000 -1,474,000	-30%	-$201M	0.78%	22
2021 Q2	$600M	Sell	4,914,000 -3,044,000	-38%	-$356M	0.89%	14
2021 Q1	$821M	Sell	7,958,000 -1,468,000	-16%	-$145M	1.22%	7
2020 Q4	$826M	Buy	9,426,000 +2,026,000	+27%	+$170M	1.34%	7
2020 Q3	$542M	Buy	7,400,000 +6,400,000	+640%	+$488M	1%	11
2020 Q2	$70.9M	Buy	+1,000,000	New	+$67.4M	0.18%	85
2020 Q1	–	Sell	-500,000	Closed	-$33.5M	–	141
2019 Q4	$33.5M	Hold	500,000	–	–	0.12%	94
2019 Q3	$30.5M	Hold	500,000	–	–	0.11%	100
2019 Q2	$27.1M	Buy	+500,000	New	+$28.9M	0.11%	104
2019 Q1	–	Sell	-998,000	Closed	-$52.1M	–	136
2018 Q4	$52.1M	Buy	+998,000	New	+$53.9M	0.34%	68

Other funds holding GOOGL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alkeon Capital Management's GOOGL Position: Q1 2026 in Review

Alkeon Capital Management reduced its Alphabet (Google) Class A (GOOGL) stake by 13% in Q1 2026, selling an estimated $234M and leaving 5,058,618 shares worth $1.45B. The position accounts for 2.44% of the portfolio, ranked #5.

Alkeon Capital Management first reported a position in GOOGL in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.82B in Q4 2025. 5,617 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

Alkeon Capital Management held 5,058,618 shares of Alphabet (Google) Class A worth $1.45B as of Q1 2026.
Alkeon Capital Management sold 743,940 Alphabet (Google) Class A shares in Q1 2026, an estimated $234M.
Alphabet (Google) Class A made up 2.44% of Alkeon Capital Management's portfolio in Q1 2026, its #5 holding.
Alkeon Capital Management first reported a position in Alphabet (Google) Class A in Q4 2015 and has held it in 42 quarters since.
Alkeon Capital Management's Alphabet (Google) Class A position peaked at $1.82B in Q4 2025.
5,617 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Alkeon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.