Alphabet Inc, CL-A (GOOGL) is now the largest holding in the Lindsell Train portfolio, at 17.49% as of June 30, 2026, according to the 13F-HR filed with the SEC on July 15, 2026. GOOGL ranked 2nd a quarter earlier, at 15.63% of the book. The filing lists 1.29M shares worth about $459.9M.
What did the 2026 Q2 filing report for GOOGL?
As of June 30, 2026, from the 13F-HR filed July 15, 2026.
| Value | |
|---|---|
| Portfolio weight | 17.49% |
| Shares | 1.29M |
| Reported value | $459.9M |
| Rank in portfolio | 1st of 28 |
| Rank a quarter earlier | 2nd |
| Largest holding a quarter earlier | TKO at 15.75% |
| Next largest holding now | TKO at 16.07% |
How did GOOGL become the largest holding?
Lindsell Train trimmed the GOOGL share count by 25% in 2026 Q2; the name moved up as the rest of the book shifted. TKO, the largest holding a quarter earlier at 15.75%, was trimmed to 16.07%, now 2nd. The next largest holding now is TKO at 16.07%.
Where does GOOGL sit in the Lindsell Train portfolio?
GOOGL is the largest of 28 stock positions in the Lindsell Train portfolio at 17.49%, above the fund's average stock position of 4%. The GOOGL cut was the largest of the quarter's 22 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Lindsell Train reported 28 stock positions, with 2 opened and 1 closed. The total portfolio value is about $2.6B, down 16% from the prior quarter.
How long has Lindsell Train held GOOGL?
Lindsell Train first reported GOOGL in the quarter ended June 30, 2020. The fund sold out of the name in 2023 Q4 and came back in 2025 Q1. The current weight is the highest the fund has reported for the name. Last quarter the fund cut the position by 18%. Every reported trade is on the Lindsell Train 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 July 15, 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 Lindsell Train portfolio?
GOOGL is the largest holding in the Lindsell Train portfolio as of 2026 Q2, at 17.49% of the reported value.
What was the largest holding of Lindsell Train a quarter earlier?
TKO, at 15.75% of the book. TKO, the largest holding a quarter earlier at 15.75%, was trimmed to 16.07%, now 2nd.
How did GOOGL become the largest holding of Lindsell Train?
GOOGL ranked 2nd a quarter earlier, at 15.63% of the book. Lindsell Train trimmed the GOOGL share count by 25% in 2026 Q2; the name moved up as the rest of the book shifted. TKO, the largest holding a quarter earlier at 15.75%, was trimmed to 16.07%, now 2nd.
How many GOOGL shares does Lindsell Train hold?
Lindsell Train holds 1.29M shares of GOOGL, worth about $459.9M at June 30, 2026 prices.