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Baupost Group’s Alphabet (Google) Class C GOOG Stock Holding History

Baupost Group’s Portfolio GOOG Stock Details GOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$339M Buy
1,181,131
+93,950
+9% +$29.5M 6.62% 6
2025
Q4 		$341M Sell
1,087,181
-770,957
-41% -$221M 6.46% 7
2025
Q3 		$453M Sell
1,858,138
-775,850
-29% -$163M 9.45% 2
2025
Q2 		$467M Buy
2,633,988
+556,000
+27% +$91.9M 11.31% 1
2025
Q1 		$325M Buy
2,077,988
+652,000
+46% +$119M 9.29% 2
2024
Q4 		$272M Sell
1,425,988
-39,600
-3% -$6.99M 7.91% 3
2024
Q3 		$245M Buy
1,465,588
+396,000
+37% +$67M 6.97% 4
2024
Q2 		$196M Sell
1,069,588
-1,888,064
-64% -$321M 5.4% 6
2024
Q1 		$450M Buy
2,957,652
+8,114
+0.3% +$1.17M 12.34% 2
2023
Q4 		$416M Sell
2,949,538
-882,000
-23% -$120M 9.07% 4
2023
Q3 		$505M Sell
3,831,538
-288,242
-7% -$37.5M 9.69% 3
2023
Q2 		$498M Sell
4,119,780
-1,732,000
-30% -$200M 8.88% 3
2023
Q1 		$609M Buy
5,851,780
+1,857,500
+47% +$179M 10.41% 2
2022
Q4 		$354M Buy
3,994,280
+2,618,000
+190% +$250M 5.78% 6
2022
Q3 		$132M Sell
1,376,280
-2,000,000
-59% -$223M 2.28% 17
2022
Q2 		$369M Sell
3,376,280
-1,501,520
-31% -$177M 5.46% 6
2022
Q1 		$681M Buy
4,877,800
+313,200
+7% +$42.6M 7.32% 5
2021
Q4 		$660M Sell
4,564,600
-1,254,000
-22% -$181M 6.52% 5
2021
Q3 		$775M Hold
5,818,600
– – 7.12% 5
2021
Q2 		$729M Hold
5,818,600
– – 5.92% 6
2021
Q1 		$602M Buy
5,818,600
+4,227,000
+266% +$419M 4.79% 6
2020
Q4 		$139M Sell
1,591,600
-1,500,000
-49% -$127M 1.29% 25
2020
Q3 		$227M Sell
3,091,600
-1,202,000
-28% -$91.7M 2.46% 14
2020
Q2 		$303M Sell
4,293,600
-1,716,400
-29% -$116M 3.79% 9
2020
Q1 		$349M Buy
+6,010,000
New +$408M 5.16% 5

Other funds holding GOOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baupost Group's GOOG Position: Q1 2026 in Review

Baupost Group increased its Alphabet (Google) Class C (GOOG) stake by 8.6% in Q1 2026, buying an estimated $29.5M and bringing the position to 1,181,131 shares worth $339M. The position accounts for 6.62% of the portfolio, ranked #6.

Baupost Group first reported a position in GOOG in Q1 2020 and has held it in 25 quarters since. The position peaked at $775M in Q3 2021. 5,117 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Baupost Group held 1,181,131 shares of Alphabet (Google) Class C worth $339M as of Q1 2026.
  • Baupost Group bought 93,950 Alphabet (Google) Class C shares in Q1 2026, an estimated $29.5M.
  • Alphabet (Google) Class C made up 6.62% of Baupost Group's portfolio in Q1 2026, its #6 holding.
  • Baupost Group first reported a position in Alphabet (Google) Class C in Q1 2020 and has held it in 25 quarters since.
  • Baupost Group's Alphabet (Google) Class C position peaked at $775M in Q3 2021.
  • 5,117 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Baupost Group's 13F filing for Q1 2026, filed 14 May 2026.