Question 1

Does Giverny Capital own GOOGL stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Giverny Capital holds 310,118 shares of GOOGL (Alphabet), worth $110.8M.

Question 2

How many shares of GOOGL does Giverny Capital own?

Accepted Answer

As of its Q2 2026 13F, Giverny Capital holds 310,118 shares of GOOGL (Alphabet).

Question 3

What is Giverny Capital's GOOGL position worth?

Accepted Answer

As of its Q2 2026 13F, Giverny Capital's GOOGL position is worth $110.8M.

Question 4

Is Giverny Capital buying or selling GOOGL?

Accepted Answer

In Q2 2026, Giverny Capital reduced its GOOGL position by 38,351 shares (-11.0%).

Question 5

When did Giverny Capital first buy GOOGL?

Accepted Answer

Giverny Capital already held GOOGL 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	310,118	-11.0%	$110.8M	3.7%	$357.14	0
2026-Q1	Decreased	348,469	-3.6%	$100.2M	3.7%	$287.20	0
2025-Q4	Increased	361,398	+0.6%	$113.1M	3.8%	$312.39	56
2025-Q3	Decreased	359,143	-5.4%	$87.3M	3.0%	$242.47	0
2025-Q2	Increased	379,617	+5.6%	$66.9M	2.3%	$175.62	54
2025-Q1	Increased	359,603	+0.8%	$55.6M	2.0%	$153.91	51
2024-Q4	Increased	356,828	+2.9%	$67.5M	2.5%	$188.20	52
2024-Q3	Increased	346,704	+11.8%	$57.5M	2.2%	$164.69	56