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Gobi Capital’s Alphabet (Google) Class C GOOG Stock Holding History

Gobi Capital’s Portfolio GOOG Stock Details GOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,022,000
Closed -$143M – 13
2020
Q2 		$143M Buy
+2,022,000
New +$136M 10.47% 4

Other funds holding GOOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gobi Capital's GOOG Position: Q1 2026 in Review

Gobi Capital reduced its Alphabet (Google) Class C (GOOG) stake by 16% in Q1 2026, selling an estimated $51.2M and leaving 864,256 shares worth $248M. The position accounts for 13.79% of the portfolio, ranked #2.

Gobi Capital first reported a position in GOOG in Q1 2019 and has held it in 29 quarters since. The position peaked at $381M in Q4 2021. 5,120 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Gobi Capital held 864,256 shares of Alphabet (Google) Class C worth $248M as of Q1 2026.
  • Gobi Capital sold 163,100 Alphabet (Google) Class C shares in Q1 2026, an estimated $51.2M.
  • Alphabet (Google) Class C made up 13.79% of Gobi Capital's portfolio in Q1 2026, its #2 holding.
  • Gobi Capital first reported a position in Alphabet (Google) Class C in Q1 2019 and has held it in 29 quarters since.
  • Gobi Capital's Alphabet (Google) Class C position peaked at $381M in Q4 2021.
  • 5,120 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Gobi Capital's 13F filing for Q1 2026, filed 15 May 2026.