Stockbridge Partners LLC: ALPHABET CL A (GOOGL): Quarterly 13F Position History
As of Q1 2026, Stockbridge Partners LLC reported 976,482 shares of ALPHABET CL A (GOOGL), worth $280.8M and representing 6.8% of its 13F equity book. Quarter-over-quarter share count change: + 51,076 (+5.5%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 976,482Shares Held (Latest Filing)
- $280.8MReported Market Value (Latest Filing)
- 6.8%Portfolio Weight (% of 13F Equity Book)
- +51,076Quarter-over-Quarter Share Change
- -$8.9MQuarter-over-Quarter Value Change
- 976,482Peak Reported Shares (Historical)
Recent initiation: Stockbridge Partners LLC first reported GOOGL on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| 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, not 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 CL A (GOOGL) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Stockbridge Partners LLC's most recent quarter-over-quarter share-count change in GOOGL?
Between Q4 2025 and Q1 2026, Stockbridge Partners LLC added 51,076 shares of GOOGL (+5.5%), bringing the total reported position to 976,482 shares at a market value of $280.8M.
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.