Question 1

Does Giverny Capital own GOOGL stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Giverny Capital holds 305,986 shares of GOOGL (Alphabet), worth $105.3M.

Question 2

How many shares of GOOGL does Giverny Capital own?

Accepted Answer

As of its Q3 2026 13F, Giverny Capital holds 305,986 shares of GOOGL (Alphabet).

Question 3

What is Giverny Capital's GOOGL position worth?

Accepted Answer

As of its Q3 2026 13F, Giverny Capital's GOOGL position is worth $105.3M.

Question 4

Is Giverny Capital buying or selling GOOGL?

Accepted Answer

In Q3 2026, Giverny Capital reduced its GOOGL position by 4,132 shares (-1.3%).

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 29 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Decreased	305,986	-1.3%	$105.3M	3.6%	$344.08	0
2026-Q2	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