Gobi Capital’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $305M | Hold |
864,256
| – | – | 14.33% | 2 |
|
|
2026
Q1 | $248M | Sell |
864,256
-163,100
| -16% | -$51.2M | 13.79% | 2 |
|
|
2025
Q4 | $322M | Hold |
1,027,356
| – | – | 15.63% | 2 |
|
|
2025
Q3 | $250M | Buy |
1,027,356
+41,300
| +4% | +$8.68M | 12.16% | 2 |
|
|
2025
Q2 | $175M | Sell |
986,056
-287,534
| -23% | -$47.5M | 8.65% | 4 |
|
|
2025
Q1 | $199M | Sell |
1,273,590
-66,279
| -5% | -$12.1M | 11.33% | 3 |
|
|
2024
Q4 | $255M | Sell |
1,339,869
-13,271
| -1% | -$2.34M | 14.97% | 2 |
|
|
2024
Q3 | $226M | Buy |
1,353,140
+7,700
| +0.6% | +$1.3M | 12.98% | 2 |
|
|
2024
Q2 | $247M | Sell |
1,345,440
-11,950
| -0.9% | -$2.03M | 15.63% | 2 |
|
|
2024
Q1 | $207M | Hold |
1,357,390
| – | – | 12.9% | 2 |
|
|
2023
Q4 | $191M | Sell |
1,357,390
-80,400
| -6% | -$10.9M | 13.88% | 3 |
|
|
2023
Q3 | $190M | Sell |
1,437,790
-218,100
| -13% | -$28.4M | 14.04% | 2 |
|
|
2023
Q2 | $200M | Sell |
1,655,890
-168,531
| -9% | -$19.5M | 12.97% | 3 |
|
|
2023
Q1 | $190M | Buy |
1,824,421
+112,100
| +7% | +$10.8M | 13.57% | 3 |
|
|
2022
Q4 | $152M | Sell |
1,712,321
-50,440
| -3% | -$4.81M | 13.24% | 4 |
|
|
2022
Q3 | $169M | Sell |
1,762,761
-292,899
| -14% | -$32.7M | 15.08% | 4 |
|
|
2022
Q2 | $225M | Buy |
2,055,660
+8,000
| +0.4% | +$945K | 18.69% | 3 |
|
|
2022
Q1 | $286M | Sell |
2,047,660
-587,640
| -22% | -$79.9M | 17.08% | 2 |
|
|
2021
Q4 | $381M | Sell |
2,635,300
-13,540
| -0.5% | -$1.96M | 19.39% | 1 |
|
|
2021
Q3 | $353M | Sell |
2,648,840
-55,000
| -2% | -$7.58M | 18.67% | 2 |
|
|
2021
Q2 | $339M | Hold |
2,703,840
| – | – | 20.4% | 2 |
|
|
2021
Q1 | $280M | Buy |
2,703,840
+353,060
| +15% | +$35M | 18.91% | 2 |
|
|
2020
Q4 | $206M | Buy |
2,350,780
+5,400
| +0.2% | +$456K | 16.72% | 3 |
|
|
2020
Q3 | $172M | Hold |
2,345,380
| – | – | 15.27% | 3 |
|
|
2020
Q2 | $166M | Buy |
2,345,380
+28,760
| +1% | +$1.94M | 12.14% | 3 |
|
|
2020
Q1 | $135M | Buy |
2,316,620
+290,960
| +14% | +$19.7M | 18.61% | 2 |
|
|
2019
Q4 | $135M | Hold |
2,025,660
| – | – | 19.46% | 3 |
|
|
2019
Q3 | $123M | Buy |
2,025,660
+263,360
| +15% | +$15.6M | 18.8% | 3 |
|
|
2019
Q2 | $95.2M | Buy |
1,762,300
+345,700
| +24% | +$19.9M | 18.99% | 3 |
|
|
2019
Q1 | $83.1M | Buy |
+1,416,600
| New | +$79.5M | 16.75% | 3 |
|
Other funds holding GOOG
Gobi Capital's GOOG Position: Q2 2026 in Review
Gobi Capital held its Alphabet (Google) Class C (GOOG) position steady in Q2 2026 at 864,256 shares worth $305M. The position accounts for 14.33% of the portfolio, ranked #2.
Gobi Capital first reported a position in GOOG in Q1 2019 and has held it in 30 quarters since. The position peaked at $381M in Q4 2021. 5,258 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.
- Gobi Capital held 864,256 shares of Alphabet (Google) Class C worth $305M as of Q2 2026.
- Gobi Capital left its Alphabet (Google) Class C share count unchanged in Q2 2026.
- Alphabet (Google) Class C made up 14.33% of Gobi Capital's portfolio in Q2 2026, its #2 holding.
- Gobi Capital first reported a position in Alphabet (Google) Class C in Q1 2019 and has held it in 30 quarters since.
- Gobi Capital's Alphabet (Google) Class C position peaked at $381M in Q4 2021.
- 5,258 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.
Based on Gobi Capital's 13F filing for Q2 2026, filed 14 Aug 2026.