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GOOG is 11.81% of Francis Chou's portfolio as of 2026 Q2.

Holds 72,390 shares worth $25.58M.
Published · Based on SEC filings

Low impact
Outsized position
2026 Q2

Francis Chou's Chou Associates Management holds 72.4K shares of Alphabet Inc, CL-C (GOOG) worth about $25.6M as of June 30, 2026, according to the 13F-HR filed with the SEC on August 12, 2026. The position is 11.81% of the reported portfolio, the 2nd largest of 31 stock positions. Francis Chou left the share count unchanged from the prior quarter.

What did the 2026 Q2 filing report for GOOG?

As of June 30, 2026, from the 13F-HR filed August 12, 2026.

Value
Portfolio weight 11.81%
Shares 72.4K
Reported value $25.6M
Rank in portfolio 2nd of 31
Largest holding BRK-A at 29.73%
Top three holdings 49.38% of the book
Change this quarter unchanged

How concentrated is Francis Chou in GOOG?

GOOG at 11.81% is 3.7 times the average stock position in the Francis Chou portfolio, which is 3%. The largest holding is BRK-A at 29.73%. The three largest stocks together are 49.38% of the reported book. A quarter earlier GOOG was 9.88% of the book.

Where does GOOG sit in the Francis Chou portfolio?

GOOG ranks 2nd of 31 stock positions in the Francis Chou portfolio at 11.81%, above the fund's average stock position of 3%. Across the 2026 Q2 portfolio, Francis Chou reported 31 stock positions, with 1 opened and none closed. The total portfolio value is about $216.6M, up 3% from the prior quarter.

Francis Chou top holdings, 2026 Q2

How long has Francis Chou held GOOG?

Francis Chou first reported GOOG in the quarter ended June 30, 2024. The current weight is the highest the fund has reported for the name. The share count was unchanged the quarter before. Every reported trade is on the Francis Chou GOOG trade history page.

Francis Chou shares of GOOG by quarter

Did other funds buy or sell GOOG in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 12, 2026, 26 hold GOOG. Of those, one opened it this quarter. Another 2 sold out of it. The largest buyers of GOOG this quarter were Warren Buffett, Chris Hohn and David Tepper. The largest sellers were Lewis Sanders, Dodge & Cox Stock Fund and Eagle Capital Management. Every tracked holder of GOOG is on the GOOG ownership page.

FAQ

What share of the Francis Chou portfolio is GOOG?

GOOG is 11.81% of the Francis Chou portfolio as of 2026 Q2, the 2nd largest of 31 stock positions.

What is the GOOG stake of Francis Chou worth?

Francis Chou holds 72.4K shares of GOOG, worth about $25.6M at June 30, 2026 prices, 11.81% of the reported portfolio.

What are the largest holdings of Francis Chou?

The largest stock positions of Francis Chou as of 2026 Q2 are BRK-A (29.73%), GOOG (11.81%) and SYF (7.84%), together 49.38% of the book.

Did Francis Chou's Chou Associates Management change its GOOG position in 2026 Q2?

Francis Chou left the share count unchanged from the prior quarter.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst