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GOOGGOOG

Showing 8 of 31 quarters

Position history for Polen Capital Management LLCPolen Capital Management LLC's holdings in Alphabet Inc.

Yes. Polen Capital Management holds 2,165,218 shares of GOOG (Alphabet), worth $765M, as of its Q2 2026 13F filing. It reduced the position by 781,419 shares (-26.5%) from Q1 2026. Polen Capital Management has held GOOG in every 13F on record since Q4 2018, 31 quarterly filings. GOOG is 6.6% of Polen Capital Management's reported 13F portfolio.

Current Value

$765M

Current Shares

2.2M

Total Value Change

-$1.4B

Total Shares Change

-10.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.2M
-26.5%
$765M6.6%$353.10
0
2026-Q1
Decreased
2.9M
-26.7%
$845.3M5.8%$286.50
0
2025-Q4
Decreased
4M
-13.4%
$1.3B5.4%$313.19
0
2025-Q3
Decreased
4.6M
-29.3%
$1.1B3.7%$242.92
0
2025-Q2
Decreased
6.6M
-11.7%
$1.2B3.6%$176.77
0
2025-Q1
Decreased
7.4M
-32.9%
$1.2B3.6%$155.50
0
2024-Q4
Decreased
11.1M
-13.6%
$2.1B5.7%$189.33
0
2024-Q3
Decreased
12.8M
-23.1%
$2.1B5.5%$166.03
0

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