Himalaya Capital Management LLC — ALPHABET INC GOOG: Quarterly 13F Position History
Himalaya Capital Management LLC has reported ALPHABET INC (GOOG) on 24 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2020. As of Q1 2026, the position is sized at 2,451,300 shares ($703.2M market value, 21.97% of the equity book). Quarter-over-quarter share count change: 92,000 (-3.6%) .
- 2,451,300Shares Held (Latest Filing)
- $703.2MReported Market Value (Latest Filing)
- 21.97%Portfolio Weight (% of 13F Equity Book)
- 92,000Quarter-over-Quarter Share Change
- -$92.9MQuarter-over-Quarter Value Change
- 3,044,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 24 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,451,300 | 92,000 | -3.6% | $703.2M | 21.97% | $286.86 |
| Q4 2025 | 2,543,300 | +92,000 | +3.8% | $796.1M | 22.31% | $313.00 |
| Q3 2025 | 2,451,300 | 0 | — | $597.0M | 18.48% | $243.55 |
| Q2 2025 | 2,451,300 | 0 | — | $434.8M | 16.17% | $177.39 |
| Q1 2025 | 2,451,300 | 592,700 | -19.5% | $383.0M | 17.31% | $156.23 |
| Q4 2024 | 3,044,000 | 0 | — | $579.7M | 21.38% | $190.44 |
| Q3 2024 | 3,044,000 | 0 | — | $508.9M | 20.58% | $167.19 |
| Q2 2024 | 3,044,000 | 0 | — | $558.3M | 21.80% | $183.42 |
| Q1 2024 | 3,044,000 | 0 | — | $463.5M | 20.50% | $152.26 |
| Q4 2023 | 3,044,000 | 0 | — | $429.0M | 20.83% | $140.93 |
| Q3 2023 | 3,044,000 | 0 | — | $401.4M | 22.05% | $131.85 |
| Q2 2023 | 3,044,000 | 0 | — | $368.2M | 20.55% | $120.97 |
| Q1 2023 | 3,044,000 | 0 | — | $316.6M | 15.52% | $104.00 |
| Q4 2022 | 3,044,000 | 0 | — | $270.1M | 14.01% | $88.73 |
| Q3 2022 | 3,044,000 | +2,891,800 | +1900.0% | $292.7M | 16.79% | $96.15 |
| Q2 2022 | 152,200 | +66,300 | +77.2% | $332.9M | 17.77% | $2187.45 |
| Q1 2022 | 85,900 | 0 | — | $239.9M | 10.08% | $2792.99 |
| Q4 2021 | 85,900 | 0 | — | $248.6M | 9.33% | $2893.59 |
| Q3 2021 | 85,900 | 0 | — | $228.9M | 10.66% | $2665.31 |
| Q2 2021 | 85,900 | 0 | — | $215.3M | 10.51% | $2506.32 |
| Q1 2021 | 85,900 | 0 | — | $177.7M | 8.98% | $2068.63 |
| Q4 2020 | 85,900 | 0 | — | $150.5M | 8.29% | $1751.87 |
| Q3 2020 | 85,900 | 0 | — | $126.2M | 9.63% | $1469.60 |
| Q2 2020 | 85,900 | — | — | $121.4M | 11.42% | $1413.61 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Himalaya Capital Management LLC first disclose a GOOG position in 13F-HR filings?
Himalaya Capital Management LLC first reported ALPHABET INC (GOOG) on its 13F-HR filing for the period ending 2020-06-30 (Q2 2020). The position has appeared on 24 reported quarters within Pactolio's tracked window.
What was Himalaya Capital Management LLC's most recent quarter-over-quarter share-count change in GOOG?
Between Q4 2025 and Q1 2026, Himalaya Capital Management LLC reduced its GOOG position by 92,000 shares (-3.6%), leaving 2,451,300 shares at a market value of $703.2M.
Does the implied price-per-share represent Himalaya Capital Management LLC's cost basis in GOOG?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.