Darsana Capital Partners’s Alphabet (Google) Class A GOOGL Stock Holding History

Darsana Capital Partners’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
2025 Q1	–	Sell	-1,500,000	Closed	-$284M	–	15
2024 Q4	$284M	Sell	1,500,000 -500,000	-25%	-$87.5M	8.64%	5
2024 Q3	$332M	Buy	+2,000,000	New	+$335M	8.17%	7
2023 Q2	–	Sell	-1,250,000	Closed	-$130M	–	11
2023 Q1	$130M	Buy	+1,250,000	New	+$120M	8.73%	6

Other funds holding GOOGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Darsana Capital Partners's GOOGL Position: Q1 2025 in Review

Darsana Capital Partners sold out of Alphabet (Google) Class A (GOOGL) in Q1 2025, closing a stake of 1,500,000 shares — an estimated $284M sold.

Darsana Capital Partners first reported a position in GOOGL in Q1 2023 and held it in 3 quarters. The position peaked at $332M in Q3 2024. 4,901 funds tracked by Wall St. Rank hold GOOGL as of Q1 2025.

Darsana Capital Partners reported no remaining Alphabet (Google) Class A position as of Q1 2025 after selling out during the quarter.
Darsana Capital Partners sold 1,500,000 Alphabet (Google) Class A shares in Q1 2025, an estimated $284M.
Darsana Capital Partners first reported a position in Alphabet (Google) Class A in Q1 2023 and held it in 3 quarters.
Darsana Capital Partners's Alphabet (Google) Class A position peaked at $332M in Q3 2024.
4,901 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2025.

Based on Darsana Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.