Himalaya Capital Management LLC: ALPHABET CL A (GOOGL): Quarterly 13F Position History
As of Q1 2026, Himalaya Capital Management LLC reported 2,543,300 shares of ALPHABET CL A (GOOGL), worth $731.4M and representing 22.8% of its 13F equity book. Quarter-over-quarter share count change: + 92,000 (+3.8%) . The position first appeared in Q2 2022 and has been disclosed across 16 13F-HR filings in Pactolio's tracked window.
- 2,543,300Shares Held (Latest Filing)
- $731.4MReported Market Value (Latest Filing)
- 22.8%Portfolio Weight (% of 13F Equity Book)
- +92,000Quarter-over-Quarter Share Change
- -$37.9MQuarter-over-Quarter Value Change
- 2,543,300Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 16 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,543,300 | +92,000 | +3.8% | $731.4M | 22.8% | $287.6 |
| Q4 2025 | 2,451,300 | 92,000 | -3.6% | $769.2M | 21.6% | $313.8 |
| Q3 2025 | 2,543,300 | 0 | — | $618.3M | 19.1% | $243.1 |
| Q2 2025 | 2,543,300 | 0 | — | $448.2M | 16.7% | $176.2 |
| Q1 2025 | 2,543,300 | 0 | — | $393.3M | 17.8% | $154.6 |
| Q4 2024 | 2,543,300 | 0 | — | $481.4M | 17.8% | $189.3 |
| Q3 2024 | 2,543,300 | 0 | — | $421.8M | 17.1% | $165.8 |
| Q2 2024 | 2,543,300 | 0 | — | $463.3M | 18.1% | $182.2 |
| Q1 2024 | 2,543,300 | 0 | — | $383.9M | 17.0% | $150.9 |
| Q4 2023 | 2,543,300 | 0 | — | $355.3M | 17.3% | $139.7 |
| Q3 2023 | 2,543,300 | 0 | — | $332.8M | 18.3% | $130.9 |
| Q2 2023 | 2,543,300 | 0 | — | $304.4M | 17.0% | $119.7 |
| Q1 2023 | 2,543,300 | 0 | — | $263.8M | 12.9% | $103.7 |
| Q4 2022 | 2,543,300 | +1,595,300 | +168.3% | $224.4M | 11.6% | $88.2 |
| Q3 2022 | 948,000 | +900,600 | +1900.0% | $90.7M | 5.2% | $95.6 |
| Q2 2022 | 47,400 | — | — | $103.3M | 5.5% | $2179.3 |
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 GOOGL position in 13F-HR filings?
Himalaya Capital Management LLC first reported ALPHABET CL A (GOOGL) on its 13F-HR filing for the period ending 2022-06-30 (Q2 2022). The position has appeared on 16 reported quarters within Pactolio's tracked window.
What was Himalaya Capital Management LLC's most recent quarter-over-quarter share-count change in GOOGL?
Between Q4 2025 and Q1 2026, Himalaya Capital Management LLC added 92,000 shares of GOOGL (+3.8%), bringing the total reported position to 2,543,300 shares at a market value of $731.4M.
Does the implied price-per-share represent Himalaya Capital Management LLC's cost basis in GOOGL?
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.