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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
2023
Q2 		– Sell
-500,000
Closed -$51.9M – 37
2023
Q1 		$51.9M Buy
+500,000
New +$48M 1.59% 23
2021
Q4 		– Sell
-1,500,000
Closed -$201M – 41
2021
Q3 		$201M Sell
1,500,000
-1,500,000
-50% -$204M 4.74% 7
2021
Q2 		$366M Buy
+3,000,000
New +$350M 6.54% 3

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.