Stockbridge Partners LLC: ALPHABET INC-CL A (GOOGL): Quarterly 13F Position History
As of Q2 2026, Stockbridge Partners LLC reported 1,252,838 shares of ALPHABET INC-CL A (GOOGL), worth $447.7M and representing 9.4% of its 13F equity book. Quarter-over-quarter share count change: + 276,356 (+28.3%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 1,252,838Shares Held (Latest Filing)
- $447.7MReported Market Value (Latest Filing)
- 9.4%Portfolio Weight (% of 13F Equity Book)
- +276,356Quarter-over-Quarter Share Change
- +$166.9MQuarter-over-Quarter Value Change
- 1,252,838Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,252,838 | +276,356 | +28.3% | $447.7M | 9.4% | $357.4 |
| Q1 2026 | 976,482 | +51,076 | +5.5% | $280.8M | 6.8% | $287.6 |
| Q4 2025 | 925,406 | – | – | $289.7M | 6.4% | $313.0 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Stockbridge Partners LLC first disclose a GOOGL position in 13F-HR filings?
Stockbridge Partners LLC first reported ALPHABET INC-CL A (GOOGL) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Stockbridge Partners LLC's most recent quarter-over-quarter share-count change in GOOGL?
Between Q1 2026 and Q2 2026, Stockbridge Partners LLC added 276,356 shares of GOOGL (+28.3%), bringing the total reported position to 1,252,838 shares at a market value of $447.7M.
Does the implied price-per-share represent Stockbridge Partners 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.