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

Steadfast 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
2026
Q1 		$27.3M Buy
+95,000
New +$29.8M 0.93% 33
2025
Q3 		– Sell
-150,000
Closed -$26.4M – 123
2025
Q2 		$26.4M Buy
+150,000
New +$24.6M 0.47% 53

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

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

Steadfast Capital Management reduced its Alphabet (Google) Class A (GOOGL) stake by 80% in Q1 2026, selling an estimated $241M and leaving 196,320 shares worth $56.5M. The position accounts for 1.93% of the portfolio, ranked #17.

Steadfast Capital Management first reported a position in GOOGL in Q1 2025 and has held it in 5 quarters since. The position peaked at $381M in Q3 2025. 5,617 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Steadfast Capital Management held 196,320 shares of Alphabet (Google) Class A worth $56.5M as of Q1 2026.
  • Steadfast Capital Management sold 767,059 Alphabet (Google) Class A shares in Q1 2026, an estimated $241M.
  • Alphabet (Google) Class A made up 1.93% of Steadfast Capital Management's portfolio in Q1 2026, its #17 holding.
  • Steadfast Capital Management first reported a position in Alphabet (Google) Class A in Q1 2025 and has held it in 5 quarters since.
  • Steadfast Capital Management's Alphabet (Google) Class A position peaked at $381M in Q3 2025.
  • 5,617 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

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