SEC 13F Intelligence

Gobi Capital LLC / GOOG

Gobi Capital LLC’s Alphabet Inc Position

Does Gobi Capital LLC own Alphabet Inc (GOOG)? Yes — 864.3K shares worth $248M (+13.79% of its 13F portfolio) as of Q1 2026, down from 1.03M shares the prior filed quarter.

Position Value
$248M
Q1 2026
Shares
864.3K
% of Portfolio
+13.79%
Quarters Held
29
currently held

Position History GOOG

Reported value by quarter
Q1 ’19: $83MQ1 ’19Q2 ’19: $95MQ3 ’19: $123MQ4 ’19: $135MQ1 ’20: $135MQ1 ’20Q2 ’20: $166MQ3 ’20: $172MQ4 ’20: $206MQ1 ’21: $280MQ1 ’21Q2 ’21: $339MQ3 ’21: $353MQ4 ’21: $381MQ1 ’22: $286MQ1 ’22Q2 ’22: $225MQ3 ’22: $169MQ4 ’22: $152MQ1 ’23: $190MQ1 ’23Q2 ’23: $200MQ3 ’23: $190MQ4 ’23: $191MQ1 ’24: $207MQ1 ’24Q2 ’24: $247MQ3 ’24: $226MQ4 ’24: $255MQ1 ’25: $199MQ1 ’25Q2 ’25: $175MQ3 ’25: $250MQ4 ’25: $322MQ1 ’26: $248MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026864.3K$248M+13.79%
Q4 20251.03M$322M+15.63%
Q3 20251.03M$250M+12.16%
Q2 2025986.1K$175M+8.65%
Q1 20251.27M$199M+11.33%
Q4 20241.34M$255M+14.97%
Q3 20241.35M$226M+12.98%
Q2 20241.35M$247M+15.63%
Q1 20241.36M$207M+12.90%
Q4 20231.36M$191M+13.88%
Q3 20231.44M$190M+14.04%
Q2 20231.66M$200M+12.97%
Q1 20231.82M$190M+13.57%
Q4 20221.71M$152M+13.24%
Q3 20221.76M$169M+15.08%
Q2 2022102.8K$225M+18.69%
Q1 2022102.4K$286M+17.08%
Q4 2021131.8K$381M+19.39%
Q3 2021132.4K$353M+18.67%
Q2 2021135.2K$339M+20.40%
Q1 2021135.2K$280M+18.91%
Q4 2020117.5K$206M+16.72%
Q3 2020117.3K$172M+15.27%
Q2 2020117.3K$166M+12.14%
Q1 2020115.8K$135M+18.61%
Q4 2019101.3K$135M+19.46%
Q3 2019101.3K$123M+18.80%
Q2 201988.1K$95M+18.99%
Q1 201970.8K$83M+16.75%

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