Alphabet Inc, CL-A (GOOGL) grew to 7.88% of Daniel Loeb's Third Point portfolio in 2026 Q2, from 2.42%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count rose 486% to 1.02M shares, and the position is worth about $366.3M and ranks 3rd of 40 stocks by weight.
What did the 2026 Q2 filing report for GOOGL?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 175K | 1.02M |
| Shares added | +850K (486%) | |
| Reported value | $50.3M | $366.3M |
| Portfolio weight | 2.42% | 7.88% |
| Rank in portfolio | 3rd of 40 |
How much did Daniel Loeb add to GOOGL?
Daniel Loeb added 850K shares of GOOGL during 2026 Q2, taking the stake from 175K to 1.02M. The reported value of the position rose by about $316M, from about $50.3M to about $366.3M.
Where does GOOGL sit in the Daniel Loeb portfolio?
GOOGL ranks 3rd of 40 stock positions in the Daniel Loeb portfolio at 7.88%, above the fund's average stock position of 2%. The GOOGL addition was the 2nd largest of the quarter's 42 position changes by percent change to portfolio. The largest stock position is WBD at 11.46%. Next come AMZN at 8.97% and GOOGL at 7.88%. The three largest stocks together are 28.31% of the book. Across the 2026 Q2 portfolio, Daniel Loeb reported 40 stock positions, with 16 opened and 9 closed. The total portfolio value is about $4.7B, up 123% from the prior quarter.
How long has Daniel Loeb held GOOGL?
Daniel Loeb first reported GOOGL in the quarter ended September 30, 2013. The fund sold out of the name in 2024 Q3 and came back in 2026 Q1. The weight peaked at 8.06% in 2023 Q1. Every reported trade is on the Daniel Loeb 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 14, 2026, 31 hold GOOGL. Of those, 2 added to the position this quarter and 20 trimmed it. The largest buyers of GOOGL this quarter were Warren Buffett 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 Daniel Loeb buy in 2026 Q2?
Daniel Loeb added 850K shares of GOOGL, a 486% increase, to 1.02M shares.
What is the GOOGL position of Daniel Loeb worth now?
The GOOGL position of Daniel Loeb is worth about $366.3M at June 30, 2026 prices, 7.88% of the portfolio.
Is GOOGL a top holding of Daniel Loeb?
GOOGL ranks 3rd of 40 stock positions in the Daniel Loeb portfolio, at 7.88%.
Did other funds add to GOOGL in 2026 Q2?
Among the 31 other tracked funds that hold GOOGL, 2 added to it in 2026 Q2 and 20 trimmed it.