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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$114M	Sell	320,000 -22,000	-6%	-$7.92M	2.22%	11
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

Other funds holding GOOGL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Skye Global Management's GOOGL Position: Q2 2026 in Review

Skye Global Management reduced its Alphabet (Google) Class A (GOOGL) stake by 6.4% in Q2 2026, selling an estimated $7.92M and leaving 320,000 shares worth $114M. The position accounts for 2.22% of the portfolio, ranked #11.

Skye Global Management first reported a position in GOOGL in Q1 2020 and has held it in 17 quarters since. The position peaked at $834M in Q3 2021. 5,786 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

Skye Global Management held 320,000 shares of Alphabet (Google) Class A worth $114M as of Q2 2026.
Skye Global Management sold 22,000 Alphabet (Google) Class A shares in Q2 2026, an estimated $7.92M.
Alphabet (Google) Class A made up 2.22% of Skye Global Management's portfolio in Q2 2026, its #11 holding.
Skye Global Management first reported a position in Alphabet (Google) Class A in Q1 2020 and has held it in 17 quarters since.
Skye Global Management's Alphabet (Google) Class A position peaked at $834M in Q3 2021.
5,786 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

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