Question 1

Does Giverny Capital own GOOG stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Giverny Capital holds 605,460 shares of GOOG (Alphabet), worth $213.9M.

Question 2

How many shares of GOOG does Giverny Capital own?

Accepted Answer

As of its Q2 2026 13F, Giverny Capital holds 605,460 shares of GOOG (Alphabet).

Question 3

What is Giverny Capital's GOOG position worth?

Accepted Answer

As of its Q2 2026 13F, Giverny Capital's GOOG position is worth $213.9M.

Question 4

Is Giverny Capital buying or selling GOOG?

Accepted Answer

In Q2 2026, Giverny Capital reduced its GOOG position by 15,449 shares (-2.5%).

Question 5

When did Giverny Capital first buy GOOG?

Accepted Answer

Giverny Capital already held GOOG in its Q3 2019 13F, the earliest on record, and has listed it in 28 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	605,460	-2.5%	$213.9M	7.2%	$353.10	0
2026-Q1	Decreased	620,909	-2.9%	$178.1M	6.5%	$286.50	0
2025-Q4	Increased	639,507	+0.2%	$200.7M	6.7%	$313.19	60
2025-Q3	Decreased	638,213	-2.4%	$155.4M	5.3%	$242.92	0
2025-Q2	Increased	653,717	+0.3%	$116M	4.0%	$176.77	55
2025-Q1	Decreased	651,446	-0.6%	$101.8M	3.8%	$155.50	0
2024-Q4	Increased	655,037	+1.4%	$124.7M	4.6%	$189.33	56
2024-Q3	Decreased	646,180	-0.2%	$108M	4.1%	$166.03	0