Blue Whale Capital’s Alphabet (Google) Class A GOOGL Stock Holding History

Blue Whale Capital’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	$33.4M	Buy	+116,044	New	+$36.5M	1.59%	19
2022 Q3	–	Sell	-190,500	Closed	-$1.04M	–	17
2022 Q2	$1.04M	Sell	190,500 -503,000	-73%	-$59.2M	0.15%	17
2022 Q1	$96.4M	Buy	693,500 +183,000	+36%	+$24.9M	9.27%	4
2021 Q4	$73.9M	Buy	510,500 +48,000	+10%	+$6.91M	6.02%	7
2021 Q3	$61.8M	Buy	462,500 +88,900	+24%	+$12.1M	5.87%	8
2021 Q2	$45.6M	Buy	373,600 +51,100	+16%	+$5.97M	5.18%	8
2021 Q1	$33.3M	Sell	322,500 -18,600	-5%	-$1.84M	4.39%	11
2020 Q4	$29.9M	Buy	341,100 +35,200	+12%	+$2.96M	4.25%	13
2020 Q3	$22.4M	Buy	305,900 +96,400	+46%	+$7.34M	4.33%	14
2020 Q2	$14.9M	Buy	209,500 +76,000	+57%	+$5.12M	4.01%	13
2020 Q1	$7.76M	Sell	133,500 -11,000	-8%	-$745K	3.42%	13
2019 Q4	$9.67M	Buy	+144,500	New	+$9.32M	4.85%	10

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

Blue Whale Capital's GOOGL Position: Q1 2026 in Review

Blue Whale Capital opened a new position in Alphabet (Google) Class A (GOOGL) in Q1 2026: 116,044 shares worth $33.4M. The stake represents 1.59% of the portfolio and ranks #19 among its holdings. This is a return to the name: Blue Whale Capital previously reported a position in GOOGL as recently as Q2 2022.

Blue Whale Capital first reported a position in GOOGL in Q4 2019 and has held it in 12 quarters since. The position peaked at $96.4M in Q1 2022. 5,619 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

Blue Whale Capital held 116,044 shares of Alphabet (Google) Class A worth $33.4M as of Q1 2026.
Alphabet (Google) Class A was a new Blue Whale Capital position in Q1 2026.
Alphabet (Google) Class A made up 1.59% of Blue Whale Capital's portfolio in Q1 2026, its #19 holding.
Blue Whale Capital first reported a position in Alphabet (Google) Class A in Q4 2019 and has held it in 12 quarters since.
Blue Whale Capital's Alphabet (Google) Class A position peaked at $96.4M in Q1 2022.
5,619 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Blue Whale Capital's 13F filing for Q1 2026, filed 14 May 2026.