Alphabet Inc, CL-A (GOOGL) fell to 2.19% of Bill Nygren's Oakmark Select Fund portfolio in 2026 Q2, from 3.91%, according to the NPORT-P filed with the SEC on August 26, 2026. The share count dropped 51% to 509K shares, and the position is worth about $181.9M and ranks 19th of 23 stocks by weight.
What did the 2026 Q2 filing report for GOOGL?
As of June 30, 2026, from the NPORT-P filed August 26, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.03M | 509K |
| Shares sold | -519K (51%) | |
| Reported value | $295.7M | $181.9M |
| Portfolio weight | 3.91% | 2.19% |
| Rank in portfolio | 19th of 23 |
How much did Bill Nygren cut GOOGL?
Bill Nygren sold 519K shares of GOOGL during 2026 Q2, cutting the stake from 1.03M to 509K. The reported value of the position fell by about $113.8M, from about $295.7M to about $181.9M.
Where does GOOGL sit in the Bill Nygren portfolio?
GOOGL ranks 19th of 23 stock positions in the Bill Nygren portfolio at 2.19%, below the fund's average stock position of 4%. The GOOGL cut was the 4th largest of the quarter's 21 position changes by percent change to portfolio. The largest stock position is KDP at 7.64%. Next come CRM at 6.43% and FCNCA at 6.41%. The three largest stocks together are 20.49% of the book. Across the 2026 Q2 portfolio, Bill Nygren reported 23 stock positions, with 1 opened and 2 closed. The total portfolio value is about $8.3B, up 10% from the prior quarter.
How long has Bill Nygren held GOOGL?
Bill Nygren first reported GOOGL in the quarter ended December 31, 2019. The weight peaked at 11.02% in 2021 Q2. The share count had been unchanged the quarter before. Every reported trade is on the Bill Nygren GOOGL trade history page.
Did other funds buy or sell GOOGL in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 26, 2026, 31 hold GOOGL. Of those, 3 added to the position this quarter and 19 trimmed it. The largest buyers of GOOGL this quarter were Warren Buffett, Daniel Loeb and Stephen Mandel. The largest sellers were Chase Coleman III, William Von Mueffling and Terry Smith. Every tracked holder of GOOGL is on the GOOGL ownership page.
FAQ
How many GOOGL shares did Bill Nygren sell in 2026 Q2?
Bill Nygren sold 519K shares of GOOGL, 51% of the position, leaving 509K shares.
What remains of the GOOGL position of Bill Nygren?
Bill Nygren still holds 509K shares of GOOGL, worth about $181.9M at June 30, 2026 prices.
How much of the Bill Nygren portfolio is GOOGL now?
GOOGL is 2.19% of the Bill Nygren portfolio, down from 3.91% a quarter earlier.
Did other funds trim GOOGL in 2026 Q2?
Among the 31 other tracked funds that hold GOOGL, 19 trimmed it in 2026 Q2 and 3 added to it.