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

Discovery 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	$3.65M	Buy	+10,209	New	+$3.67M	0.15%	67
2025 Q4	–	Sell	-72,900	Closed	-$17.7M	–	99
2025 Q3	$17.7M	Buy	+72,900	New	+$15.3M	0.97%	31
2025 Q1	–	Sell	-41,700	Closed	-$7.89M	–	72
2024 Q4	$7.89M	Buy	+41,700	New	+$7.3M	0.54%	46
2023 Q4	–	Sell	-283,668	Closed	-$37.1M	–	55
2023 Q3	$37.1M	Buy	+283,668	New	+$36.7M	6.59%	5
2023 Q2	–	Sell	-302,300	Closed	-$31.4M	–	74
2023 Q1	$31.4M	Buy	+302,300	New	+$29M	3.56%	9
2021 Q4	–	Sell	-53,680	Closed	-$7.18M	–	83
2021 Q3	$7.18M	Sell	53,680 -129,620	-71%	-$17.6M	0.54%	34
2021 Q2	$22.4M	Buy	183,300 +104,900	+134%	+$12.3M	1.45%	14
2021 Q1	$8.09M	Buy	78,400 +32,200	+70%	+$3.18M	1.08%	24
2020 Q4	$4.05M	Sell	46,200 -5,160	-10%	-$434K	0.5%	35
2020 Q3	$3.76M	Sell	51,360 -36,200	-41%	-$2.76M	0.58%	43
2020 Q2	$6.21M	Buy	87,560 +19,740	+29%	+$1.33M	1.13%	24
2020 Q1	$3.94M	Buy	+67,820	New	+$4.6M	1.08%	22
2019 Q3	–	Sell	-800,000	Closed	-$43.3M	–	42
2019 Q2	$43.3M	Buy	+800,000	New	+$46.3M	4.13%	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 $3.37T AUM 44.26% 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

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

Discovery Capital Management opened a new position in Alphabet (Google) Class A (GOOGL) in Q2 2026: 10,209 shares worth $3.65M. The stake represents 0.15% of the portfolio and ranks #67 among its holdings. This is a return to the name: Discovery Capital Management previously reported a position in GOOGL as recently as Q3 2025.

Discovery Capital Management first reported a position in GOOGL in Q2 2019 and has held it in 13 quarters since. The position peaked at $43.3M in Q2 2019. 5,803 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

Discovery Capital Management held 10,209 shares of Alphabet (Google) Class A worth $3.65M as of Q2 2026.
Alphabet (Google) Class A was a new Discovery Capital Management position in Q2 2026.
Alphabet (Google) Class A made up 0.15% of Discovery Capital Management's portfolio in Q2 2026, its #67 holding.
Discovery Capital Management first reported a position in Alphabet (Google) Class A in Q2 2019 and has held it in 13 quarters since.
Discovery Capital Management's Alphabet (Google) Class A position peaked at $43.3M in Q2 2019.
5,803 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.