SEC 13F Intelligence

Selkirk Management LLC / GOOGL

Selkirk Management LLC’s Alphabet Inc Position

Does Selkirk Management LLC own Alphabet Inc (GOOGL)? Yes — 85.3K shares worth $25M (+8.34% of its 13F portfolio) as of Q1 2026.

Position Value
$25M
Q1 2026
Shares
85.3K
% of Portfolio
+8.34%
Quarters Held
26
currently held

Position History GOOGL

Reported value by quarter
Q4 ’19: $9MQ4 ’19Q1 ’20: $7MQ2 ’20: $9MQ3 ’20: $9MQ4 ’20: $11MQ4 ’20Q1 ’21: $13MQ2 ’21: $16MQ3 ’21: $17MQ4 ’21: $19MQ4 ’21Q1 ’22: $18MQ2 ’22: $12MQ3 ’22: $11MQ4 ’22: $10MQ4 ’22Q1 ’23: $12MQ2 ’23: $14MQ3 ’23: $15MQ4 ’23: $14MQ4 ’23Q1 ’24: $15MQ2 ’24: $16MQ3 ’24: $14MQ4 ’24: $16MQ4 ’24Q1 ’25: $13MQ2 ’25: $15MQ3 ’25: $21MQ4 ’25: $27MQ4 ’25Q1 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202685.3K$25M+8.34%
Q4 202585.3K$27M+7.06%
Q3 202585.3K$21M+5.68%
Q2 202585.3K$15M+4.44%
Q1 202585.3K$13M+5.06%
Q4 202485.3K$16M+5.80%
Q3 202485.3K$14M+5.78%
Q2 202485.3K$16M+7.28%
Q1 202499.5K$15M+7.71%
Q4 202399.5K$14M+9.40%
Q3 2023114.0K$15M+11.10%
Q2 2023114.0K$14M+10.64%
Q1 2023114.0K$12M+13.94%
Q4 2022114.0K$10M+13.65%
Q3 2022114.0K$11M+12.96%
Q2 20225.7K$12M+14.60%
Q1 20226.4K$18M+11.24%
Q4 20216.4K$19M+9.91%
Q3 20216.4K$17M+6.97%
Q2 20216.4K$16M+5.68%
Q1 20216.4K$13M+3.93%
Q4 20206.4K$11M+3.63%
Q3 20206.4K$9M+2.98%
Q2 20206.4K$9M+3.89%
Q1 20206.4K$7M+4.20%
Q4 20196.4K$9M+2.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Selkirk Management LLC’s full portfolio or all institutional holders of GOOGL.