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

Bowie 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	$345M	Buy	+1,200,000	New	+$377M	12.74%	1
2025 Q3	–	Sell	-60,400	Closed	-$10.6M	–	35
2025 Q2	$10.6M	Sell	60,400 -284,100	-82%	-$46.5M	0.5%	27
2025 Q1	$53.3M	Buy	+344,500	New	+$62.5M	2.5%	19
2024 Q4	–	Sell	-380,000	Closed	-$63M	–	33
2024 Q3	$63M	Buy	+380,000	New	+$63.7M	3.28%	18
2023 Q1	–	Sell	-300,000	Closed	-$26.5M	–	47
2022 Q4	$26.5M	Sell	300,000 -1,200,000	-80%	-$114M	3.39%	14
2022 Q3	$143M	Buy	1,500,000 +1,300,000	+650%	+$144M	15.1%	1
2022 Q2	$21.8M	Buy	+200,000	New	+$23.5M	3.05%	17
2021 Q4	–	Sell	-100,000	Closed	-$13.4M	–	36
2021 Q3	$13.4M	Buy	+100,000	New	+$13.6M	1.44%	25
2021 Q2	–	Sell	-250,000	Closed	-$25.8M	–	42
2021 Q1	$25.8M	Buy	+250,000	New	+$24.7M	3.48%	12
2020 Q4	–	Sell	-260,000	Closed	-$19.1M	–	40
2020 Q3	$19.1M	Buy	+260,000	New	+$19.8M	3.04%	15
2019 Q3	–	Sell	-2,100,000	Closed	-$114M	–	38
2019 Q2	$114M	Buy	+2,100,000	New	+$122M	23%	1
2019 Q1	–	Sell	-400,000	Closed	-$20.9M	–	35
2018 Q4	$20.9M	Buy	+400,000	New	+$21.6M	3.83%	7
2018 Q2	–	Sell	-200,000	Closed	-$10.4M	–	34
2018 Q1	$10.4M	Buy	+200,000	New	+$11.1M	3.51%	8

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

Bowie Capital Management's GOOGL Position: Q1 2026 in Review

Bowie Capital Management increased its Alphabet (Google) Class A (GOOGL) stake by 3.4% in Q1 2026, buying an estimated $5.4M and bringing the position to 529,253 shares worth $152M. The position accounts for 5.62% of the portfolio, ranked #2.

Bowie Capital Management first reported a position in GOOGL in Q4 2017 and has held it in 34 quarters since. The position peaked at $188M in Q2 2025. 5,617 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

Bowie Capital Management held 529,253 shares of Alphabet (Google) Class A worth $152M as of Q1 2026.
Bowie Capital Management bought 17,183 Alphabet (Google) Class A shares in Q1 2026, an estimated $5.4M.
Alphabet (Google) Class A made up 5.62% of Bowie Capital Management's portfolio in Q1 2026, its #2 holding.
Bowie Capital Management first reported a position in Alphabet (Google) Class A in Q4 2017 and has held it in 34 quarters since.
Bowie Capital Management's Alphabet (Google) Class A position peaked at $188M in Q2 2025.
5,617 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Bowie Capital Management's 13F filing for Q1 2026, filed 13 May 2026.