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SGM
Skye Global Management’s
Alphabet (Google) Class A
GOOGL
Stock Holding History
Skye Global Management’s Portfolio
GOOGL Stock Details
GOOGL Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$98.3M
Hold
342,000
–
–
1.97%
13
2025
Q4
$107M
Buy
342,000
+144,000
+73%
+$41.1M
1.97%
14
2025
Q3
$48.1M
Buy
+198,000
New
+$41.5M
0.96%
17
2023
Q2
–
Sell
-96,000
Closed
-$9.96M
–
28
2023
Q1
$9.96M
Sell
96,000
-1,846,000
-95%
-$177M
0.32%
20
2022
Q4
$171M
Sell
1,942,000
-826,500
-30%
-$78.5M
5.9%
3
2022
Q3
$265M
Sell
2,768,500
-2,431,500
-47%
-$270M
6.17%
3
2022
Q2
$567M
Sell
5,200,000
-10,000
-0.2%
-$1.18M
12.26%
3
2022
Q1
$725M
Sell
5,210,000
-490,000
-9%
-$66.6M
11.8%
3
2021
Q4
$826M
Sell
5,700,000
-540,000
-9%
-$77.8M
13.85%
3
2021
Q3
$834M
Buy
6,240,000
+680,000
+12%
+$92.5M
14.01%
3
2021
Q2
$679M
Sell
5,560,000
-2,340,000
-30%
-$273M
12.26%
3
2021
Q1
$815M
Buy
7,900,000
+1,580,000
+25%
+$156M
15.75%
3
2020
Q4
$554M
Buy
6,320,000
+1,560,000
+33%
+$131M
12.98%
2
2020
Q3
$349M
Buy
4,760,000
+4,620,000
+3,300%
+$352M
8.99%
4
2020
Q2
$9.93M
Sell
140,000
-396,000
-74%
-$26.7M
0.39%
26
2020
Q1
$31.2M
Buy
+536,000
New
+$36.3M
2.44%
8
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$5.72T AUM
30.48%
1-Year Est. Return
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Malvern, Pennsylvania
$4.04T AUM
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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