Lindsell Train GOOGL trades
Michael Lindsell, Nick Train
Lindsell Train Alphabet Inc, CL-A stake
total: 40
Trades details
- Total transactions:
- 9
- New positions:
- 2
- Sold out:
- 1
- Added:
- 3
- Reduced:
- 3
- Held since:
- 2025 Q1
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Lindsell Train holds 1,286,845 Alphabet Inc, CL-A (GOOGL) shares with a market value of roughly $459.88M accounting for 17.49% of the overall portfolio. To date, the estimated cost basis is nearly $182.22 for "buy" trades and estimated average "sell" price is $322.26. Lindsell Train first purchased GOOGL in 2020 Q2, initially acquiring 16,000 shares. Lindsell Train later completely sold out the position and invested in Alphabet Inc, CL-A again in 2025 Q1. Since the initial investment in Alphabet Inc, CL-A (GOOGL), Lindsell Train has made 8 more transactions.
When did Lindsell Train buy Alphabet Inc, CL-A (GOOGL)?
Lindsell Train first invested in Alphabet Inc, CL-A (GOOGL) in 2020 Q2 at the reported quarter-end price of $70.88 per share.
What's the cost basis of Lindsell Train's GOOGL stake?
The estimated cost basis for Alphabet Inc, CL-A (GOOGL) stake is around $182.22 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $182.22
- Weighted AVG sell price:
- $322.26
Lindsell Train's historical trades in Alphabet Inc, CL-A
9 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
17.49%
|
1,286,845
|
$357.37
|
$459,879,798
|
-24.51% (-417,794)
|
-4.76%
|
|
2026 Q1
|
15.63%
|
1,704,639
|
$287.56
|
$490,185,991
|
-18.38% (-383,959)
|
-2.8%
|
|
2025 Q4
|
16.58%
|
2,088,598
|
$313.00
|
$653,731,174
|
-6.51% (-145,500)
|
-1.12%
|
|
2025 Q3
|
13.32%
|
2,234,098
|
$243.10
|
$543,109,224
|
+10.15% (+205,875)
|
+1.23%
|
|
2025 Q2
|
8.42%
|
2,028,223
|
$176.23
|
$357,433,739
|
+11,028.80% (+2,009,998)
|
+8.35%
|
|
2025 Q1
|
0.08%
|
18,225
|
$154.64
|
$2,818,314
|
new
|
+0.08%
|
|
2023 Q4
|
0.00%
|
0
|
$130.82
|
|
-100% (-16,850)
|
-0.04%
|
|
2023 Q1
|
0.03%
|
16,850
|
$103.73
|
$1,747,851
|
+5.31% (+850)
|
+0%
|
|
2020 Q2
|
0.02%
|
$70.88
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.