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

Atreides 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 		$160M Buy
555,023
+40,684
+8% +$12.8M 3.19% 9
2025
Q4 		$161M Sell
514,339
-35,921
-7% -$10.3M 1.97% 13
2025
Q3 		$134M Sell
550,260
-400,599
-42% -$83.9M 2.61% 7
2025
Q2 		$168M Buy
950,859
+761,782
+403% +$125M 4.65% 5
2025
Q1 		$29.2M Sell
189,077
-254,544
-57% -$46.2M 0.89% 32
2024
Q4 		$84M Buy
443,621
+224,104
+102% +$39.2M 1.84% 18
2024
Q3 		$36.4M Sell
219,517
-317,918
-59% -$53.3M 0.93% 32
2024
Q2 		$97.9M Sell
537,435
-357,775
-40% -$60.3M 3.2% 14
2024
Q1 		$135M Buy
+895,210
New +$128M 3.07% 13
2023
Q4 		– Sell
-1,240,957
Closed -$162M – 39
2023
Q3 		$162M Buy
+1,240,957
New +$161M 5.31% 8
2022
Q3 		– Sell
-296,540
Closed -$32.3M – 43
2022
Q2 		$32.3M Sell
296,540
-1,642,220
-85% -$193M 1.2% 30
2022
Q1 		$270M Buy
1,938,760
+996,460
+106% +$135M 8.31% 3
2021
Q4 		$136M Buy
942,300
+457,240
+94% +$65.9M 4.27% 11
2021
Q3 		$64.8M Sell
485,060
-129,120
-21% -$17.6M 1.53% 26
2021
Q2 		$75M Buy
+614,180
New +$71.7M 1.34% 25
2020
Q3 		– Sell
-592,220
Closed -$42M – 39
2020
Q2 		$42M Buy
592,220
+51,400
+10% +$3.47M 5.93% 7
2020
Q1 		$31.4M Buy
540,820
+140,000
+35% +$9.49M 6.95% 4
2019
Q4 		$26.8M Buy
+400,820
New +$25.9M 6.16% 5

Other funds holding GOOGL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atreides Management's GOOGL Position: Q1 2026 in Review

Atreides Management increased its Alphabet (Google) Class A (GOOGL) stake by 7.9% in Q1 2026, buying an estimated $12.8M and bringing the position to 555,023 shares worth $160M. The position accounts for 3.19% of the portfolio, ranked #9.

Atreides Management first reported a position in GOOGL in Q4 2019 and has held it in 18 quarters since. The position peaked at $270M in Q1 2022. 5,618 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Atreides Management held 555,023 shares of Alphabet (Google) Class A worth $160M as of Q1 2026.
  • Atreides Management bought 40,684 Alphabet (Google) Class A shares in Q1 2026, an estimated $12.8M.
  • Alphabet (Google) Class A made up 3.19% of Atreides Management's portfolio in Q1 2026, its #9 holding.
  • Atreides Management first reported a position in Alphabet (Google) Class A in Q4 2019 and has held it in 18 quarters since.
  • Atreides Management's Alphabet (Google) Class A position peaked at $270M in Q1 2022.
  • 5,618 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Atreides Management's 13F filing for Q1 2026, filed 18 May 2026.