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 Q2	$35.7M	Sell	100,000 -1,100,000	-92%	-$396M	1.52%	26
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bowie Capital Management's GOOGL Position: Q2 2026 in Review

Bowie Capital Management reduced its Alphabet (Google) Class A (GOOGL) stake by 29% in Q2 2026, selling an estimated $54.6M and leaving 377,687 shares worth $135M. The position accounts for 5.74% of the portfolio, ranked #3.

Bowie Capital Management first reported a position in GOOGL in Q4 2017 and has held it in 35 quarters since. The position peaked at $188M in Q2 2025. 5,814 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

Bowie Capital Management held 377,687 shares of Alphabet (Google) Class A worth $135M as of Q2 2026.
Bowie Capital Management sold 151,566 Alphabet (Google) Class A shares in Q2 2026, an estimated $54.6M.
Alphabet (Google) Class A made up 5.74% of Bowie Capital Management's portfolio in Q2 2026, its #3 holding.
Bowie Capital Management first reported a position in Alphabet (Google) Class A in Q4 2017 and has held it in 35 quarters since.
Bowie Capital Management's Alphabet (Google) Class A position peaked at $188M in Q2 2025.
5,814 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.