Stephen Mandel’s Alphabet (Google) Class A GOOGL Stock Holding History

Stephen Mandel’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	$77M	Buy	215,574 +28,013	+15%	+$10.1M	0.47%	26
2026 Q1	$53.9M	Buy	+187,561	New	+$58.9M	0.43%	26
2023 Q4	–	Sell	-3,113,001	Closed	-$407M	–	28
2023 Q3	$407M	Buy	+3,113,001	New	+$403M	3.93%	12
2022 Q3	–	Sell	-3,439,820	Closed	-$375M	–	33
2022 Q2	$375M	Buy	+3,439,820	New	+$405M	3.53%	16
2016 Q3	–	Sell	-3,300,160	Closed	-$116M	–	44
2016 Q2	$116M	Sell	3,300,160 -9,617,020	-74%	-$353M	0.54%	33
2016 Q1	$493M	Buy	12,917,180 +4,831,240	+60%	+$178M	2.45%	16
2015 Q4	$315M	Buy	+8,085,940	New	+$299M	1.34%	30

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

Stephen Mandel's GOOGL Position: Q2 2026 in Review

Stephen Mandel increased its Alphabet (Google) Class A (GOOGL) stake by 15% in Q2 2026, buying an estimated $10.1M and bringing the position to 215,574 shares worth $77M. The position accounts for 0.47% of the portfolio, ranked #26.

Stephen Mandel first reported a position in GOOGL in Q4 2015 and has held it in 7 quarters since. The position peaked at $493M in Q1 2016. 5,760 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

Stephen Mandel held 215,574 shares of Alphabet (Google) Class A worth $77M as of Q2 2026.
Stephen Mandel bought 28,013 Alphabet (Google) Class A shares in Q2 2026, an estimated $10.1M.
Alphabet (Google) Class A made up 0.47% of Stephen Mandel's portfolio in Q2 2026, its #26 holding.
Stephen Mandel first reported a position in Alphabet (Google) Class A in Q4 2015 and has held it in 7 quarters since.
Stephen Mandel's Alphabet (Google) Class A position peaked at $493M in Q1 2016.
5,760 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

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