13F Portfolios

Pershing Square Capital Management, L.P.: ALPHABET CL C (GOOG): Quarterly 13F Position History

As of Q1 2026, Pershing Square Capital Management, L.P. reported 311,726 shares of ALPHABET CL C (GOOG), worth $89.4M and representing 0.7% of its 13F equity book. Quarter-over-quarter share count change: 5,852,145 (-94.9%) . The position first appeared in Q1 2023 and has been disclosed across 13 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 13 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 311,726 5,852,145 -94.9% $89.4M 0.7% $286.9
Q4 2025 6,163,871 160,160 -2.5% $1.9B 12.5% $313.8
Q3 2025 6,324,031 0 $1.5B 10.5% $243.6
Q2 2025 6,324,031 0 $1.1B 8.2% $177.4
Q1 2025 6,324,031 1,223,551 -16.2% $988.0M 8.3% $156.2
Q4 2024 7,547,582 0 $1.4B 11.4% $190.4
Q3 2024 7,547,582 0 $1.3B 9.8% $167.2
Q2 2024 7,547,582 1,829,613 -19.5% $1.4B 13.3% $183.4
Q1 2024 9,377,195 0 $1.4B 13.3% $152.3
Q4 2023 9,377,195 0 $1.3B 12.7% $140.9
Q3 2023 9,377,195 0 $1.2B 11.8% $131.8
Q2 2023 9,377,195 +1,307,425 +16.2% $1.1B 10.5% $121.0
Q1 2023 8,069,770 $839.3M 8.2% $104.0

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 Pershing Square Capital Management, L.P. first disclose a GOOG position in 13F-HR filings?

Pershing Square Capital Management, L.P. first reported ALPHABET CL C (GOOG) on its 13F-HR filing for the period ending 2023-03-31 (Q1 2023). The position has appeared on 13 reported quarters within Pactolio's tracked window.

What was Pershing Square Capital Management, L.P.'s most recent quarter-over-quarter share-count change in GOOG?

Between Q4 2025 and Q1 2026, Pershing Square Capital Management, L.P. reduced its GOOG position by 5,852,145 shares (-94.9%), leaving 311,726 shares at a market value of $89.4M.

Does the implied price-per-share represent Pershing Square Capital Management, L.P.'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.