Eric H. Schoenstein's Jensen Investment Management reported Alphabet Inc, CL-A (GOOGL) as the largest of its 83 stock positions for 2026 Q2, according to the 13F-HR filed with the SEC on August 7, 2026: 797K shares worth about $284.9M, 6.91% of the portfolio. GOOGL ranked 2nd a quarter earlier, at 8.21% of the book.
What did the 2026 Q2 filing report for GOOGL?
As of June 30, 2026, from the 13F-HR filed August 7, 2026.
| Value | |
|---|---|
| Portfolio weight | 6.91% |
| Shares | 797K |
| Reported value | $284.9M |
| Rank in portfolio | 1st of 83 |
| Rank a quarter earlier | 2nd |
| Largest holding a quarter earlier | MSFT at 8.55% |
| Next largest holding now | MSFT at 6.67% |
How did GOOGL become the largest holding?
Eric H. Schoenstein trimmed the GOOGL share count by 45% in 2026 Q2; the name moved up as the rest of the book shifted. MSFT, the largest holding a quarter earlier at 8.55%, was trimmed to 6.67%, now 2nd. The next largest holding now is MSFT at 6.67%.
Where does GOOGL sit in the Eric H. Schoenstein portfolio?
GOOGL is the largest of 83 stock positions in the Eric H. Schoenstein portfolio at 6.91%, above the fund's average stock position of 1%. The GOOGL cut was the 2nd largest of the quarter's 80 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Eric H. Schoenstein reported 83 stock positions, with 1 opened and 2 closed. The total portfolio value is about $4.1B, down 19% from the prior quarter.
How long has Eric H. Schoenstein held GOOGL?
Eric H. Schoenstein first reported GOOGL in the quarter ended September 30, 2016. The weight peaked at 8.21% in 2026 Q1. Last quarter the fund cut the position by 5%. Every reported trade is on the Eric H. Schoenstein 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 7, 2026, 31 hold GOOGL. Another 3 sold out of 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
What is the largest holding in the Eric H. Schoenstein portfolio?
GOOGL is the largest holding in the Eric H. Schoenstein portfolio as of 2026 Q2, at 6.91% of the reported value.
What was the largest holding of Eric H. Schoenstein a quarter earlier?
MSFT, at 8.55% of the book. MSFT, the largest holding a quarter earlier at 8.55%, was trimmed to 6.67%, now 2nd.
How did GOOGL become the largest holding of Eric H. Schoenstein?
GOOGL ranked 2nd a quarter earlier, at 8.21% of the book. Eric H. Schoenstein trimmed the GOOGL share count by 45% in 2026 Q2; the name moved up as the rest of the book shifted. MSFT, the largest holding a quarter earlier at 8.55%, was trimmed to 6.67%, now 2nd.
How many GOOGL shares does Eric H. Schoenstein hold?
Eric H. Schoenstein holds 797K shares of GOOGL, worth about $284.9M at June 30, 2026 prices.