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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Alkeon Capital Management reduced its Alphabet (Google) Class A (GOOGL) stake by 27% in Q2 2026, selling an estimated $494M and leaving 3,686,368 shares worth $1.32B. The position accounts for 1.78% of the portfolio, ranked #7.

Alkeon Capital Management first reported a position in GOOGL in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.82B in Q4 2025. 5,799 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

Alkeon Capital Management held 3,686,368 shares of Alphabet (Google) Class A worth $1.32B as of Q2 2026.
Alkeon Capital Management sold 1,372,250 Alphabet (Google) Class A shares in Q2 2026, an estimated $494M.
Alphabet (Google) Class A made up 1.78% of Alkeon Capital Management's portfolio in Q2 2026, its #7 holding.
Alkeon Capital Management first reported a position in Alphabet (Google) Class A in Q4 2015 and has held it in 43 quarters since.
Alkeon Capital Management's Alphabet (Google) Class A position peaked at $1.82B in Q4 2025.
5,799 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.