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

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

Palestra Capital Management's GOOGL Position: Q2 2026 in Review

Palestra Capital Management reduced its Alphabet (Google) Class A (GOOGL) stake by 71% in Q2 2026, selling an estimated $150M and leaving 174,221 shares worth $62.3M. The position accounts for 2.11% of the portfolio, ranked #17.

Palestra Capital Management first reported a position in GOOGL in Q4 2015 and has held it in 37 quarters since. The position peaked at $336M in Q4 2020. 5,803 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Palestra Capital Management held 174,221 shares of Alphabet (Google) Class A worth $62.3M as of Q2 2026.
  • Palestra Capital Management sold 416,394 Alphabet (Google) Class A shares in Q2 2026, an estimated $150M.
  • Alphabet (Google) Class A made up 2.11% of Palestra Capital Management's portfolio in Q2 2026, its #17 holding.
  • Palestra Capital Management first reported a position in Alphabet (Google) Class A in Q4 2015 and has held it in 37 quarters since.
  • Palestra Capital Management's Alphabet (Google) Class A position peaked at $336M in Q4 2020.
  • 5,803 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Palestra Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.