Lindsell Train holds 1.13M shares of Alphabet Inc, CL-A (GOOGL) worth about $387M as of September 30, 2026, according to the 13F-HR filed with the SEC on November 2, 2026. The position is 16.44% of the reported portfolio, the largest of 28 stock positions. Lindsell Train trimmed the share count by 12% in 2026 Q3.
What did the 2026 Q3 filing report for GOOGL?
As of September 30, 2026, from the 13F-HR filed November 2, 2026.
| Value | |
|---|---|
| Portfolio weight | 16.44% |
| Shares | 1.13M |
| Reported value | $387M |
| Rank in portfolio | 1st of 28 |
| Next largest holding | TKO at 14.79% |
| Top three holdings | 43.67% of the book |
| Change this quarter | -12% shares |
How concentrated is Lindsell Train in GOOGL?
GOOGL at 16.44% is 4.6 times the average stock position in the Lindsell Train portfolio, which is 4%. The next largest holding is TKO at 14.79%. The three largest stocks together are 43.67% of the reported book. A quarter earlier GOOGL was 17.49% 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 16.44%, above the fund's average stock position of 4%. The GOOGL cut was the 2nd largest of the quarter's 19 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Lindsell Train reported 28 stock positions, with no position opened or closed. The total portfolio value is about $2.36B, down 10% 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 weight peaked at 17.49% in 2026 Q2. Last quarter the fund cut the position by 25%. Every reported trade is on the Lindsell Train GOOGL trade history page.
Did other funds buy or sell GOOGL in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 2, 2026, 2 hold GOOGL. The largest sellers were Richard Pzena and Paul Lountzis. Every tracked holder of GOOGL is on the GOOGL ownership page.
FAQ
What share of the Lindsell Train portfolio is GOOGL?
GOOGL is 16.44% of the Lindsell Train portfolio as of 2026 Q3, the largest of 28 stock positions.
What is the GOOGL stake of Lindsell Train worth?
Lindsell Train holds 1.13M shares of GOOGL, worth about $387M at September 30, 2026 prices, 16.44% of the reported portfolio.
What are the largest holdings of Lindsell Train?
The largest stock positions of Lindsell Train as of 2026 Q3 are GOOGL (16.44%), TKO (14.79%) and TMO (12.44%), together 43.67% of the book.
Did Lindsell Train change its GOOGL position in 2026 Q3?
Lindsell Train trimmed the share count by 12% in 2026 Q3.