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

Palestra 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
2024
Q2 		– Sell
-514,700
Closed -$77.7M – 37
2024
Q1 		$77.7M Buy
+514,700
New +$73.6M 2.89% 20

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

Palestra Capital Management's GOOGL Position: Q1 2026 in Review

Palestra Capital Management increased its Alphabet (Google) Class A (GOOGL) stake by 71% in Q1 2026, buying an estimated $76.9M and bringing the position to 590,615 shares worth $170M. The position accounts for 6.62% of the portfolio, ranked #6.

Palestra Capital Management first reported a position in GOOGL in Q4 2015 and has held it in 36 quarters since. The position peaked at $336M in Q4 2020. 5,617 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Palestra Capital Management held 590,615 shares of Alphabet (Google) Class A worth $170M as of Q1 2026.
  • Palestra Capital Management bought 244,750 Alphabet (Google) Class A shares in Q1 2026, an estimated $76.9M.
  • Alphabet (Google) Class A made up 6.62% of Palestra Capital Management's portfolio in Q1 2026, its #6 holding.
  • Palestra Capital Management first reported a position in Alphabet (Google) Class A in Q4 2015 and has held it in 36 quarters since.
  • Palestra Capital Management's Alphabet (Google) Class A position peaked at $336M in Q4 2020.
  • 5,617 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

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