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

Kensico Capital 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
Q2 		$539M Hold
1,509,500
– – 9.25% 3
2026
Q1 		$434M Buy
1,509,500
+111,900
+8% +$35.2M 8.86% 3
2025
Q4 		$437M Sell
1,397,600
-385,900
-22% -$110M 7.43% 4
2025
Q3 		$434M Hold
1,783,500
– – 6.68% 4
2025
Q2 		$314M Buy
1,783,500
+860,400
+93% +$141M 6.04% 4
2025
Q1 		$143M Sell
923,100
-500
-0.1% -$90.7K 3.22% 10
2024
Q4 		$175M Buy
923,600
+33,600
+4% +$5.88M 3.99% 9
2024
Q3 		$148M Buy
890,000
+46,500
+6% +$7.8M 3.92% 11
2024
Q2 		$154M Sell
843,500
-74,100
-8% -$12.5M 4.78% 9
2024
Q1 		$138M Sell
917,600
-209,900
-19% -$30M 4.56% 10
2023
Q4 		$158M Sell
1,127,500
-35,300
-3% -$4.74M 5.97% 7
2023
Q3 		$152M Buy
1,162,800
+91,600
+9% +$11.8M 6.45% 6
2023
Q2 		$128M Buy
1,071,200
+331,700
+45% +$38.2M 5.18% 7
2023
Q1 		$76.7M Buy
+739,500
New +$70.9M 3.42% 12
2022
Q3 		– Sell
-500,000
Closed -$54.5M – 35
2022
Q2 		$54.5M Sell
500,000
-526,000
-51% -$61.9M 2.45% 13
2022
Q1 		$143M Sell
1,026,000
-357,200
-26% -$48.5M 5.8% 8
2021
Q4 		$200M Sell
1,383,200
-89,800
-6% -$12.9M 5.96% 8
2021
Q3 		$197M Buy
1,473,000
+122,400
+9% +$16.7M 6.05% 6
2021
Q2 		$165M Hold
1,350,600
– – 4.76% 10
2021
Q1 		$139M Buy
1,350,600
+885,600
+190% +$87.4M 4.5% 10
2020
Q4 		$40.7M Buy
+465,000
New +$39.1M 0.95% 22
2020
Q3 		– Sell
-600,000
Closed -$42.5M – 33
2020
Q2 		$42.5M Buy
600,000
+180,000
+43% +$12.1M 0.89% 22
2020
Q1 		$24.4M Buy
+420,000
New +$28.5M 0.67% 19
2018
Q4 		– Sell
-280,000
Closed -$16.9M – 26
2018
Q3 		$16.9M Sell
280,000
-1,080,000
-79% -$65.4M 0.28% 28
2018
Q2 		$76.8M Buy
+1,360,000
New +$74M 1.25% 22

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

Kensico Capital Management's GOOGL Position: Q2 2026 in Review

Kensico Capital Management held its Alphabet (Google) Class A (GOOGL) position steady in Q2 2026 at 1,509,500 shares worth $539M. The position accounts for 9.25% of the portfolio, ranked #3.

Kensico Capital Management first reported a position in GOOGL in Q2 2018 and has held it in 25 quarters since. 5,779 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Kensico Capital Management held 1,509,500 shares of Alphabet (Google) Class A worth $539M as of Q2 2026.
  • Kensico Capital Management left its Alphabet (Google) Class A share count unchanged in Q2 2026.
  • Alphabet (Google) Class A made up 9.25% of Kensico Capital Management's portfolio in Q2 2026, its #3 holding.
  • Kensico Capital Management first reported a position in Alphabet (Google) Class A in Q2 2018 and has held it in 25 quarters since.
  • 5,779 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

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