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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-176,000	Closed	-$27.2M	–	11
2025 Q1	$27.2M	Buy	176,000 +71,500	+68%	+$11.1M	8.82%	6
2024 Q4	$20.1M	Buy	+104,500	New	+$20.1M	7.2%	8