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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,500,000	Closed	-$284M	–	15
2024 Q4	$284M	Sell	1,500,000 -500,000	-25%	-$94.7M	8.64%	5
2024 Q3	$332M	Buy	+2,000,000	New	+$332M	8.17%	7
2023 Q2	–	Sell	-1,250,000	Closed	-$130M	–	11
2023 Q1	$130M	Buy	+1,250,000	New	+$130M	8.73%	6