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Gavin Baker’s Alphabet (Google) Class A GOOGL Stock Holding History

Gavin Baker’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
2023
Q2 		– Sell
-500,000
Closed -$51.9M – 37
2023
Q1 		$51.9M Buy
+500,000
New +$48M 1.59% 23
2021
Q4 		– Sell
-1,500,000
Closed -$201M – 41
2021
Q3 		$201M Sell
1,500,000
-1,500,000
-50% -$204M 4.74% 7
2021
Q2 		$366M Buy
+3,000,000
New +$350M 6.54% 3

Other funds holding GOOGL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gavin Baker's GOOGL Position: Q2 2026 in Review

Gavin Baker reduced its Alphabet (Google) Class A (GOOGL) stake by 12% in Q2 2026, selling an estimated $24M and leaving 488,296 shares worth $175M. The position accounts for 1.22% of the portfolio, ranked #16.

Gavin Baker first reported a position in GOOGL in Q4 2019 and has held it in 19 quarters since. The position peaked at $270M in Q1 2022. 5,760 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Gavin Baker held 488,296 shares of Alphabet (Google) Class A worth $175M as of Q2 2026.
  • Gavin Baker sold 66,727 Alphabet (Google) Class A shares in Q2 2026, an estimated $24M.
  • Alphabet (Google) Class A made up 1.22% of Gavin Baker's portfolio in Q2 2026, its #16 holding.
  • Gavin Baker first reported a position in Alphabet (Google) Class A in Q4 2019 and has held it in 19 quarters since.
  • Gavin Baker's Alphabet (Google) Class A position peaked at $270M in Q1 2022.
  • 5,760 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

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