Third Point’s Alphabet (Google) Class A GOOGL Stock Holding History

Third Point’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	$50.3M	Buy	+175,000	New	+$55M	2.42%	12
2024 Q3	–	Sell	-1,980,000	Closed	-$361M	–	47
2024 Q2	$361M	Sell	1,980,000 -1,020,000	-34%	-$172M	4.13%	9
2024 Q1	$453M	Buy	+3,000,000	New	+$429M	5.77%	7
2023 Q4	–	Sell	-900,000	Closed	-$118M	–	39
2023 Q3	$118M	Sell	900,000 -525,000	-37%	-$67.9M	1.79%	19
2023 Q2	$171M	Sell	1,425,000 -3,325,000	-70%	-$383M	2.5%	14
2023 Q1	$493M	Buy	+4,750,000	New	+$456M	8.06%	5
2022 Q1	–	Sell	-4,240,000	Closed	-$614M	–	87
2021 Q4	$614M	Hold	4,240,000	–	–	4.29%	6
2021 Q3	$567M	Buy	4,240,000 +240,000	+6%	+$32.7M	3.09%	8
2021 Q2	$488M	Sell	4,000,000 -200,000	-5%	-$23.4M	2.86%	11
2021 Q1	$433M	Sell	4,200,000 -1,000,000	-19%	-$98.7M	2.92%	10
2020 Q4	$456M	Buy	+5,200,000	New	+$437M	3.51%	8
2018 Q2	–	Sell	-11,500,000	Closed	-$596M	–	41
2018 Q1	$596M	Sell	11,500,000 -2,300,000	-17%	-$128M	4.48%	6
2017 Q4	$727M	Buy	13,800,000 +7,500,000	+119%	+$387M	5.25%	5
2017 Q3	$307M	Sell	6,300,000 -5,200,000	-45%	-$247M	2.58%	9
2017 Q2	$535M	Buy	11,500,000 +2,400,000	+26%	+$112M	4.74%	5
2017 Q1	$386M	Buy	9,100,000 +600,000	+7%	+$25.2M	3.76%	5
2016 Q4	$337M	Sell	8,500,000 -2,500,000	-23%	-$100M	3.31%	8
2016 Q3	$442M	Buy	11,000,000 +3,000,000	+38%	+$117M	3.84%	5
2016 Q2	$281M	Sell	8,000,000 -6,000,000	-43%	-$220M	2.68%	11
2016 Q1	$534M	Buy	+14,000,000	New	+$515M	4.92%	4

Other funds holding GOOGL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $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

Third Point's GOOGL Position: Q1 2026 in Review

Third Point opened a new position in Alphabet (Google) Class A (GOOGL) in Q1 2026: 175,000 shares worth $50.3M. The stake represents 2.42% of the portfolio and ranks #12 among its holdings. This is a return to the name: Third Point previously reported a position in GOOGL as recently as Q2 2024.

Third Point first reported a position in GOOGL in Q1 2016 and has held it in 20 quarters since. The position peaked at $727M in Q4 2017. 5,618 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

Third Point held 175,000 shares of Alphabet (Google) Class A worth $50.3M as of Q1 2026.
Alphabet (Google) Class A was a new Third Point position in Q1 2026.
Alphabet (Google) Class A made up 2.42% of Third Point's portfolio in Q1 2026, its #12 holding.
Third Point first reported a position in Alphabet (Google) Class A in Q1 2016 and has held it in 20 quarters since.
Third Point's Alphabet (Google) Class A position peaked at $727M in Q4 2017.
5,618 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Third Point's 13F filing for Q1 2026, filed 15 May 2026.