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Ole Andreas Halvorsen's Viking Global Investors exited its entire GOOGL position, 1.93% of the portfolio.

Sold out of a position that was 2,395,865 shares worth $688.95M as of the previous filing.
Published · Based on SEC filings

Medium impact
Position exited
2026 Q2

Ole Andreas Halvorsen's Viking Global Investors sold its entire Alphabet Inc, CL-A (GOOGL) position in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The prior filing listed 2.4M shares worth about $689M, 1.93% of the portfolio; the 2026 Q2 filing lists none. GOOGL had been in the portfolio for 2 quarters, since the quarter ended December 31, 2025.

What did the 2026 Q2 filing report for GOOGL?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Before After
Shares 2.4M 0
Reported value $689M $0
Portfolio weight 1.93% 0%
Held since 2025 Q4 sold out in 2026 Q2
Quarters held 2

What did Ole Andreas Halvorsen sell?

Ole Andreas Halvorsen sold 2.4M shares of GOOGL between the quarter ended March 31, 2026 and June 30, 2026. The GOOGL exit was the 5th largest of the quarter's 101 position changes by percent change to portfolio.

Where does GOOGL sit in the Ole Andreas Halvorsen portfolio?

Before the sale, GOOGL carried 1.93% of the Ole Andreas Halvorsen portfolio, above the fund's average stock position of 1%. The largest stock position is V at 6.25%. Next come TSM at 4.31% and APD at 3.96%. The three largest stocks together are 14.53% of the book. Across the 2026 Q2 portfolio, Ole Andreas Halvorsen reported 90 stock positions, with 34 opened and 21 closed. The total portfolio value is about $35.1B, down 2% from the prior quarter.

Ole Andreas Halvorsen buys and sells, 2026 Q2

How long has Ole Andreas Halvorsen held GOOGL?

Ole Andreas Halvorsen held GOOGL for 2 quarters, from the quarter ended December 31, 2025 to March 31, 2026. The fund sold out of the name in 2025 Q1 and came back in 2025 Q4. The weight peaked at 9.3% in 2017 Q3. Last quarter the fund had already cut the position by 10%, so the exit finishes a two-quarter unwind. Every reported trade is on the Ole Andreas Halvorsen GOOGL trade history page.

Ole Andreas Halvorsen shares of GOOGL by quarter

Did other funds buy or sell GOOGL in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 32 still hold GOOGL. Another 2 sold out of it this quarter as well. 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

How many GOOGL shares did Ole Andreas Halvorsen sell?

Ole Andreas Halvorsen sold all 2.4M shares of GOOGL it reported a quarter earlier, worth about $689M.

When did Ole Andreas Halvorsen first buy GOOGL?

Ole Andreas Halvorsen first reported GOOGL in the quarter ended September 30, 2014.

How much of the Ole Andreas Halvorsen portfolio was GOOGL?

GOOGL was 1.93% of the Ole Andreas Halvorsen portfolio at the prior quarter-end, and 0% after the sale.

Did other funds sell GOOGL in 2026 Q2?

2 other tracked funds sold out of GOOGL in 2026 Q2 and 20 trimmed it; 32 still hold it.

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