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Lewis Sanders' Sanders Capital holds $9.71B of GOOG as of 2026 Q2, 9.72% of its portfolio.

Holds 27,472,939 shares worth $9.71B.
Published · Based on SEC filings

Low impact
Outsized position
2026 Q2

Lewis Sanders' Sanders Capital holds 27.5M shares of Alphabet Inc, CL-C (GOOG) worth about $9.7B as of June 30, 2026, according to the 13F-HR filed with the SEC on August 10, 2026. The position is 9.72% of the reported portfolio, the 2nd largest of 47 stock positions. Lewis Sanders trimmed the share count by 4% in 2026 Q2.

What did the 2026 Q2 filing report for GOOG?

As of June 30, 2026, from the 13F-HR filed August 10, 2026.

Value
Portfolio weight 9.72%
Shares 27.5M
Reported value $9.7B
Rank in portfolio 2nd of 47
Largest holding TSM at 12.51%
Top three holdings 29.24% of the book
Change this quarter -4% shares

How big is the GOOG stake of Lewis Sanders?

GOOG at 9.72% is 4.6 times the average stock position in the Lewis Sanders portfolio, which is 2%. The largest holding is TSM at 12.51%. The three largest stocks together are 29.24% of the reported book. A quarter earlier GOOG was 9.82% of the book.

Where does GOOG sit in the Lewis Sanders portfolio?

GOOG ranks 2nd of 47 stock positions in the Lewis Sanders portfolio at 9.72%, above the fund's average stock position of 2%. The GOOG cut was the 10th largest of the quarter's 48 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Lewis Sanders reported 47 stock positions, with 4 opened and 1 closed. The total portfolio value is about $99.8B, up 19% from the prior quarter.

Lewis Sanders top holdings, 2026 Q2

How long has Lewis Sanders held GOOG?

Lewis Sanders first reported GOOG in the quarter ended September 30, 2016. The weight peaked at 11.53% in 2025 Q4. Last quarter the fund cut the position by 10%. Every reported trade is on the Lewis Sanders GOOG trade history page.

Lewis Sanders 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 10, 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 Dodge & Cox Stock Fund, Eagle Capital Management and Duan Yongping. Every tracked holder of GOOG is on the GOOG ownership page.

FAQ

What is the GOOG stake of Lewis Sanders worth?

Lewis Sanders holds 27.5M shares of GOOG, worth about $9.7B at June 30, 2026 prices, 9.72% of the reported portfolio.

What share of the Lewis Sanders portfolio is GOOG?

GOOG is 9.72% of the Lewis Sanders portfolio as of 2026 Q2, the 2nd largest of 47 stock positions.

What are the largest holdings of Lewis Sanders?

The largest stock positions of Lewis Sanders as of 2026 Q2 are TSM (12.51%), GOOG (9.72%) and AMZN (7.01%), together 29.24% of the book.

Did Lewis Sanders' Sanders Capital change its GOOG position in 2026 Q2?

Lewis Sanders trimmed the share count by 4% in 2026 Q2.

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