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

Jericho Capital Asset 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 Q1	$321M	Sell	1,118,000 -218,000	-16%	-$68.5M	4.75%	7
2025 Q4	$418M	Sell	1,336,000 -1,348,000	-50%	-$385M	4.76%	7
2025 Q3	$652M	Buy	+2,684,000	New	+$562M	6.79%	3
2024 Q1	–	Sell	-880,000	Closed	-$123M	–	31
2023 Q4	$123M	Sell	880,000 -256,000	-23%	-$34.4M	3.76%	14
2023 Q3	$149M	Buy	+1,136,000	New	+$147M	5.06%	10
2023 Q2	–	Sell	-1,692,500	Closed	-$176M	–	28
2023 Q1	$176M	Buy	+1,692,500	New	+$162M	7.29%	4
2021 Q2	–	Sell	-1,540,000	Closed	-$159M	–	56
2021 Q1	$159M	Buy	1,540,000 +681,500	+79%	+$67.3M	4.2%	4
2020 Q4	$75.2M	Buy	+858,500	New	+$72.2M	1.77%	22
2016 Q4	–	Sell	-2,740,000	Closed	-$110M	–	36
2016 Q3	$110M	Buy	+2,740,000	New	+$107M	4.41%	5
2016 Q1	–	Sell	-3,140,000	Closed	-$122M	–	39
2015 Q4	$122M	Buy	+3,140,000	New	+$116M	5.36%	3

Other funds holding GOOGL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jericho Capital Asset Management's GOOGL Position: Q1 2026 in Review

Jericho Capital Asset Management reduced its Alphabet (Google) Class A (GOOGL) stake by 16% in Q1 2026, selling an estimated $68.5M and leaving 1,118,000 shares worth $321M. The position accounts for 4.75% of the portfolio, ranked #7.

Jericho Capital Asset Management first reported a position in GOOGL in Q4 2015 and has held it in 10 quarters since. The position peaked at $652M in Q3 2025. 5,616 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

Jericho Capital Asset Management held 1,118,000 shares of Alphabet (Google) Class A worth $321M as of Q1 2026.
Jericho Capital Asset Management sold 218,000 Alphabet (Google) Class A shares in Q1 2026, an estimated $68.5M.
Alphabet (Google) Class A made up 4.75% of Jericho Capital Asset Management's portfolio in Q1 2026, its #7 holding.
Jericho Capital Asset Management first reported a position in Alphabet (Google) Class A in Q4 2015 and has held it in 10 quarters since.
Jericho Capital Asset Management's Alphabet (Google) Class A position peaked at $652M in Q3 2025.
5,616 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

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