Hudson Bay Capital Management’s Alphabet (Google) Class C GOOG Stock Holding History

Hudson Bay Capital Management’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
2026 Q2	$226M	Buy	640,000 +550,000	+611%	+$197M	0.61%	32
2026 Q1	$25.8M	Sell	90,000 -110,000	-55%	-$34.6M	0.09%	167
2025 Q4	$62.8M	Sell	200,000 -84,000	-30%	-$24.1M	0.21%	96
2025 Q3	$69.2M	Buy	+284,000	New	+$59.7M	0.23%	75
2025 Q2	–	Sell	-85,000	Closed	-$13.3M	–	1488
2025 Q1	$13.3M	Buy	+85,000	New	+$15.6M	0.04%	333
2024 Q4	–	Sell	-1,560,000	Closed	-$261M	–	991
2024 Q3	$261M	Buy	+1,560,000	New	+$264M	1.06%	20
2024 Q2	–	Sell	-2,600,000	Closed	-$396M	–	844
2024 Q1	$396M	Buy	2,600,000 +1,577,700	+154%	+$228M	2.2%	12
2023 Q4	$144M	Buy	1,022,300 +772,300	+309%	+$105M	0.91%	23
2023 Q3	$33M	Buy	+250,000	New	+$32.5M	0.26%	65
2023 Q2	–	Sell	-1,250,000	Closed	-$130M	–	910
2023 Q1	$130M	Buy	1,250,000 +250,000	+25%	+$24.1M	1.07%	24
2022 Q4	$88.7M	Buy	+1,000,000	New	+$95.4M	0.91%	26
2019 Q2	–	Sell	-160,000	Closed	-$9.39M	–	551
2019 Q1	$9.39M	Buy	+160,000	New	+$8.98M	0.12%	158

Other funds holding GOOG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hudson Bay Capital Management's GOOG Position: Q2 2026 in Review

Hudson Bay Capital Management increased its Alphabet (Google) Class C (GOOG) stake by 30,574% in Q2 2026, buying an estimated $210M and bringing the position to 588,332 shares worth $208M. The position accounts for 0.56% of the portfolio, ranked #35.

Hudson Bay Capital Management first reported a position in GOOG in Q4 2014 and has held it in 27 quarters since. The position peaked at $355M in Q4 2023. 5,255 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

Hudson Bay Capital Management held 588,332 shares of Alphabet (Google) Class C worth $208M as of Q2 2026.
Hudson Bay Capital Management bought 586,414 Alphabet (Google) Class C shares in Q2 2026, an estimated $210M.
Alphabet (Google) Class C made up 0.56% of Hudson Bay Capital Management's portfolio in Q2 2026, its #35 holding.
Hudson Bay Capital Management first reported a position in Alphabet (Google) Class C in Q4 2014 and has held it in 27 quarters since.
Hudson Bay Capital Management's Alphabet (Google) Class C position peaked at $355M in Q4 2023.
5,255 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

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