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

Light Street 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
Q1 		$12.2M Sell
42,500
-92,000
-68% -$28.9M 2.29% 15
2025
Q4 		$42.1M Buy
134,500
+12,000
+10% +$3.43M 6.48% 7
2025
Q3 		$29.8M Buy
+122,500
New +$25.7M 5.01% 8
2025
Q1 		– Sell
-60,296
Closed -$11.4M – 26
2024
Q4 		$11.4M Buy
+60,296
New +$10.5M 2.1% 21
2024
Q2 		– Sell
-110,000
Closed -$16.6M – 29
2024
Q1 		$16.6M Buy
+110,000
New +$15.7M 4.02% 11
2023
Q4 		– Sell
-140,133
Closed -$18.3M – 23
2023
Q3 		$18.3M Sell
140,133
-32,665
-19% -$4.23M 5.4% 6
2023
Q2 		$20.7M Buy
+172,798
New +$19.9M 5.48% 9
2023
Q1 		– Sell
-9,088
Closed -$802K – 29
2022
Q4 		$802K Sell
9,088
-17,162
-65% -$1.63M 0.3% 23
2022
Q3 		$2.51M Sell
26,250
-2,630
-9% -$292K 0.64% 24
2022
Q2 		$3.15M Sell
28,880
-4,980
-15% -$586K 0.26% 24
2022
Q1 		$4.71M Sell
33,860
-30,020
-47% -$4.08M 0.31% 31
2021
Q4 		$9.25M Buy
63,880
+20,600
+48% +$2.97M 0.55% 36
2021
Q3 		$5.79M Sell
43,280
-900
-2% -$122K 0.29% 43
2021
Q2 		$5.39M Sell
44,180
-35,820
-45% -$4.18M 0.23% 53
2021
Q1 		$8.25M Buy
+80,000
New +$7.9M 0.44% 38

Other funds holding GOOGL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Light Street Capital Management's GOOGL Position: Q1 2026 in Review

Light Street Capital Management reduced its Alphabet (Google) Class A (GOOGL) stake by 68% in Q1 2026, selling an estimated $28.9M and leaving 42,500 shares worth $12.2M. The position accounts for 2.29% of the portfolio, ranked #15.

Light Street Capital Management first reported a position in GOOGL in Q1 2021 and has held it in 15 quarters since. The position peaked at $42.1M in Q4 2025. 5,614 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Light Street Capital Management held 42,500 shares of Alphabet (Google) Class A worth $12.2M as of Q1 2026.
  • Light Street Capital Management sold 92,000 Alphabet (Google) Class A shares in Q1 2026, an estimated $28.9M.
  • Alphabet (Google) Class A made up 2.29% of Light Street Capital Management's portfolio in Q1 2026, its #15 holding.
  • Light Street Capital Management first reported a position in Alphabet (Google) Class A in Q1 2021 and has held it in 15 quarters since.
  • Light Street Capital Management's Alphabet (Google) Class A position peaked at $42.1M in Q4 2025.
  • 5,614 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

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