Kinetic Partners Management’s Alphabet (Google) Class C GOOG Stock Holding History

Kinetic Partners 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 Q1	$11.4M	Sell	39,600 -269,600	-87%	-$84.7M	0.64%	37
2025 Q4	$97M	Buy	309,200 +80,700	+35%	+$23.1M	4.71%	7
2025 Q3	$55.7M	Buy	228,500 +118,200	+107%	+$24.8M	2.7%	17
2025 Q2	$19.6M	Buy	+110,300	New	+$18.2M	1.07%	26
2024 Q4	–	Sell	-36,107	Closed	-$6.04M	–	35
2024 Q3	$6.04M	Sell	36,107 -178,893	-83%	-$30.3M	0.42%	27
2024 Q2	$39.4M	Sell	215,000 -90,300	-30%	-$15.4M	2.87%	17
2024 Q1	$46.5M	Sell	305,300 -84,600	-22%	-$12.2M	3.24%	16
2023 Q4	$54.9M	Sell	389,900 -54,200	-12%	-$7.35M	4.69%	13
2023 Q3	$58.6M	Buy	444,100 +83,900	+23%	+$10.9M	5.78%	7
2023 Q2	$43.6M	Buy	360,200 +150,200	+72%	+$17.4M	4.42%	12
2023 Q1	$21.8M	Buy	+210,000	New	+$20.3M	3%	14

Other funds holding GOOG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Kinetic Partners Management's GOOG Position: Q1 2026 in Review

Kinetic Partners Management reduced its Alphabet (Google) Class C (GOOG) stake by 87% in Q1 2026, selling an estimated $84.7M and leaving 39,600 shares worth $11.4M. The position accounts for 0.64% of the portfolio, ranked #37.

Kinetic Partners Management first reported a position in GOOG in Q1 2023 and has held it in 11 quarters since. The position peaked at $97M in Q4 2025. 5,122 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

Kinetic Partners Management held 39,600 shares of Alphabet (Google) Class C worth $11.4M as of Q1 2026.
Kinetic Partners Management sold 269,600 Alphabet (Google) Class C shares in Q1 2026, an estimated $84.7M.
Alphabet (Google) Class C made up 0.64% of Kinetic Partners Management's portfolio in Q1 2026, its #37 holding.
Kinetic Partners Management first reported a position in Alphabet (Google) Class C in Q1 2023 and has held it in 11 quarters since.
Kinetic Partners Management's Alphabet (Google) Class C position peaked at $97M in Q4 2025.
5,122 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Kinetic Partners Management's 13F filing for Q1 2026, filed 15 May 2026.