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

Empirical 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	$32.9M	Sell	92,000 -40,500	-31%	-$14.6M	8.98%	4
2026 Q1	$38.1M	Buy	132,500 +50,000	+61%	+$15.7M	22.83%	1
2025 Q4	$25.8M	Buy	82,500 +22,500	+38%	+$6.43M	16.97%	2
2025 Q3	$14.6M	Buy	60,000 +35,000	+140%	+$7.33M	9.86%	6
2025 Q2	$4.41M	Buy	+25,000	New	+$4.09M	2.73%	10

Other funds holding GOOGL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Empirical Capital Management reduced its Alphabet (Google) Class A (GOOGL) stake by 31% in Q2 2026, selling an estimated $14.6M and leaving 92,000 shares worth $32.9M. The position accounts for 8.98% of the portfolio, ranked #4.

Empirical Capital Management first reported a position in GOOGL in Q2 2025 and has held it in 5 quarters since. The position peaked at $38.1M in Q1 2026. 1,952 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

Empirical Capital Management held 92,000 shares of Alphabet (Google) Class A worth $32.9M as of Q2 2026.
Empirical Capital Management sold 40,500 Alphabet (Google) Class A shares in Q2 2026, an estimated $14.6M.
Alphabet (Google) Class A made up 8.98% of Empirical Capital Management's portfolio in Q2 2026, its #4 holding.
Empirical Capital Management first reported a position in Alphabet (Google) Class A in Q2 2025 and has held it in 5 quarters since.
Empirical Capital Management's Alphabet (Google) Class A position peaked at $38.1M in Q1 2026.
1,952 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Empirical Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.