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Long Walk Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Long Walk 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 		$39.5M Buy
137,500
+37,500
+38% +$11.8M 11.51% 4
2025
Q4 		$31.3M Buy
+100,000
New +$28.6M 6.96% 6
2025
Q2 		– Sell
-176,000
Closed -$27.2M – 11
2025
Q1 		$27.2M Buy
176,000
+71,500
+68% +$13M 8.82% 6
2024
Q4 		$20.1M Buy
+104,500
New +$18.3M 7.2% 8

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

Long Walk Management's GOOGL Position: Q1 2026 in Review

Long Walk Management increased its Alphabet (Google) Class A (GOOGL) stake by 38% in Q1 2026, buying an estimated $11.8M and bringing the position to 137,500 shares worth $39.5M. The position accounts for 11.51% of the portfolio, ranked #4.

Long Walk Management first reported a position in GOOGL in Q4 2024 and has held it in 4 quarters since. 5,616 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Long Walk Management held 137,500 shares of Alphabet (Google) Class A worth $39.5M as of Q1 2026.
  • Long Walk Management bought 37,500 Alphabet (Google) Class A shares in Q1 2026, an estimated $11.8M.
  • Alphabet (Google) Class A made up 11.51% of Long Walk Management's portfolio in Q1 2026, its #4 holding.
  • Long Walk Management first reported a position in Alphabet (Google) Class A in Q4 2024 and has held it in 4 quarters since.
  • 5,616 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Long Walk Management's 13F filing for Q1 2026, filed 14 May 2026.