Palestra Capital Management LLC: ALPHABET CL A (GOOGL): Quarterly 13F Position History
As of Q1 2026, Palestra Capital Management LLC reported 590,615 shares of ALPHABET CL A (GOOGL), worth $169.8M and representing 6.7% of its 13F equity book. Quarter-over-quarter share count change: + 244,750 (+70.8%) . The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 590,615Shares Held (Latest Filing)
- $169.8MReported Market Value (Latest Filing)
- 6.7%Portfolio Weight (% of 13F Equity Book)
- +244,750Quarter-over-Quarter Share Change
- +$61.6MQuarter-over-Quarter Value Change
- 2,002,891Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 590,615 | +244,750 | +70.8% | $169.8M | 6.7% | $287.6 |
| Q4 2025 | 345,865 | +345,865 | — | $108.3M | 3.8% | $313.0 |
| Q3 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2025 | 0 | 752,488 | -100.0% | $0 | 0.0% | — |
| Q4 2024 | 752,488 | +113,654 | +17.8% | $142.4M | 3.9% | $189.3 |
| Q3 2024 | 638,834 | 12,309 | -1.9% | $106.0M | 3.5% | $165.8 |
| Q2 2024 | 651,143 | 246,573 | -27.5% | $118.6M | 4.7% | $182.2 |
| Q1 2024 | 897,716 | +226,734 | +33.8% | $135.5M | 5.2% | $150.9 |
| Q4 2023 | 670,982 | 117,219 | -14.9% | $93.7M | 4.7% | $139.7 |
| Q3 2023 | 788,201 | 74,230 | -8.6% | $103.1M | 5.4% | $130.9 |
| Q2 2023 | 862,431 | 251,825 | -22.6% | $103.2M | 5.1% | $119.7 |
| Q1 2023 | 1,114,256 | 840,762 | -43.0% | $115.6M | 6.2% | $103.7 |
| Q4 2022 | 1,955,018 | 47,873 | -2.4% | $172.5M | 9.5% | $88.2 |
| Q3 2022 | 2,002,891 | +1,917,197 | +2237.3% | $191.6M | 9.0% | $95.7 |
| Q2 2022 | 85,694 | +4,799 | +5.9% | $186.8M | 8.8% | $2179.3 |
| Q1 2022 | 80,895 | 8,884 | -9.9% | $225.0M | 7.0% | $2781.3 |
| Q4 2021 | 89,779 | 7,841 | -8.0% | $260.1M | 7.6% | $2897.0 |
| Q3 2021 | 97,620 | 29,390 | -23.1% | $261.0M | 5.6% | $2673.5 |
| Q2 2021 | 127,010 | 29,457 | -18.8% | $310.1M | 6.7% | $2441.8 |
| Q1 2021 | 156,467 | 35,340 | -18.4% | $322.7M | 6.9% | $2062.5 |
| Q4 2020 | 191,807 | +35,275 | +22.5% | $336.2M | 6.7% | $1752.6 |
| Q3 2020 | 156,532 | +40,706 | +35.1% | $229.4M | 5.4% | $1465.6 |
| Q2 2020 | 115,826 | 17,949 | -13.4% | $164.2M | 4.2% | $1418.0 |
| Q1 2020 | 133,775 | +25,775 | +23.9% | $155.4M | 5.0% | $1162.0 |
| Q4 2019 | 108,000 | +108,000 | — | $144.7M | 4.6% | $1339.4 |
| Q3 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2019 | 0 | 153,635 | -100.0% | $0 | 0.0% | — |
| Q1 2019 | 153,635 | 47,265 | -23.5% | $180.8M | 6.1% | $1176.9 |
| Q4 2018 | 200,900 | +70,959 | +54.6% | $209.9M | 10.1% | $1045.0 |
| Q3 2018 | 129,941 | +68,011 | +109.8% | $156.8M | 7.3% | $1207.1 |
| Q2 2018 | 61,930 | 29,070 | -31.9% | $69.9M | 3.1% | $1129.2 |
| Q1 2018 | 91,000 | 11,000 | -10.8% | $94.4M | 5.2% | $1037.1 |
| Q4 2017 | 102,000 | +15,570 | +18.0% | $107.4M | 6.0% | $1053.4 |
| Q3 2017 | 86,430 | +13,630 | +18.7% | $84.2M | 5.2% | $973.7 |
| Q2 2017 | 72,800 | 5,300 | -6.8% | $67.7M | 5.2% | $929.7 |
| Q1 2017 | 78,100 | 13,000 | -14.3% | $66.2M | 5.0% | $847.8 |
| Q4 2016 | 91,100 | +91,100 | — | $72.2M | 6.5% | $792.4 |
| Q3 2016 | 0 | 50,300 | -100.0% | $0 | 0.0% | — |
| Q2 2016 | 50,300 | — | — | $35.4M | 2.9% | $703.5 |
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 Palestra Capital Management LLC first disclose a GOOGL position in 13F-HR filings?
Palestra Capital Management LLC first reported ALPHABET CL A (GOOGL) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was Palestra Capital Management LLC's most recent quarter-over-quarter share-count change in GOOGL?
Between Q4 2025 and Q1 2026, Palestra Capital Management LLC added 244,750 shares of GOOGL (+70.8%), bringing the total reported position to 590,615 shares at a market value of $169.8M.
Does the implied price-per-share represent Palestra 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.