Alphabet Inc, CL-A (GOOGL) is 17.49% of the Lindsell Train portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on July 15, 2026: 1.29M shares worth about $459.9M, the largest of 28 stock positions. Lindsell Train trimmed the share count by 25% in 2026 Q2.
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 |
| Next largest holding | TKO at 16.07% |
| Top three holdings | 43.85% of the book |
| Change this quarter | -25% shares |
How concentrated is Lindsell Train in GOOGL?
GOOGL at 17.49% is 4.9 times the average stock position in the Lindsell Train portfolio, which is 4%. The next largest holding is TKO at 16.07%. The three largest stocks together are 43.85% of the reported book. A quarter earlier GOOGL was 15.63% of the book.
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 share of the Lindsell Train portfolio is GOOGL?
GOOGL is 17.49% of the Lindsell Train portfolio as of 2026 Q2, the largest of 28 stock positions.
What is the GOOGL stake of Lindsell Train worth?
Lindsell Train holds 1.29M shares of GOOGL, worth about $459.9M at June 30, 2026 prices, 17.49% of the reported portfolio.
What are the largest holdings of Lindsell Train?
The largest stock positions of Lindsell Train as of 2026 Q2 are GOOGL (17.49%), TKO (16.07%) and FICO (10.28%), together 43.85% of the book.
Did Lindsell Train change its GOOGL position in 2026 Q2?
Lindsell Train trimmed the share count by 25% in 2026 Q2.