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
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

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

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

Norges Bank Oslo, Norway $935B 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

Discovery Capital Management's GOOGL Position: Q4 2025 in Review

Discovery Capital Management sold out of Alphabet (Google) Class A (GOOGL) in Q4 2025, closing a stake of 72,900 shares — an estimated $17.7M sold.

Discovery Capital Management first reported a position in GOOGL in Q2 2019 and held it in 12 quarters. The position peaked at $43.3M in Q2 2019. 5,694 funds tracked by Wall St. Rank hold GOOGL as of Q4 2025.

Discovery Capital Management reported no remaining Alphabet (Google) Class A position as of Q4 2025 after selling out during the quarter.
Discovery Capital Management sold 72,900 Alphabet (Google) Class A shares in Q4 2025, an estimated $17.7M.
Discovery Capital Management first reported a position in Alphabet (Google) Class A in Q2 2019 and held it in 12 quarters.
Discovery Capital Management's Alphabet (Google) Class A position peaked at $43.3M in Q2 2019.
5,694 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q4 2025.

Based on Discovery Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.