SEC 13F Intelligence

Two Point Capital Management, Inc. / GOOGL

Two Point Capital Management, Inc.’s Alphabet Inc Position

Does Two Point Capital Management, Inc. own Alphabet Inc (GOOGL)? Yes — 63.5K shares worth $18M (+7.97% of its 13F portfolio) as of Q1 2026, down from 78.9K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
63.5K
% of Portfolio
+7.97%
Quarters Held
8
currently held

Position History GOOGL

Reported value by quarter
Q4 ’23: $13MQ4 ’23Q2 ’24: $17MQ2 ’24Q3 ’24: $16MQ3 ’24Q4 ’24: $19MQ4 ’24Q2 ’25: $14MQ2 ’25Q3 ’25: $19MQ3 ’25Q4 ’25: $24MQ4 ’25Q1 ’26: $18MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202663.5K$18M+7.97%
Q4 202578.9K$24M+9.87%
Q3 202578.8K$19M+7.70%
Q2 202580.6K$14M+6.12%
Q4 202494.8K$19M+6.71%
Q3 202495.3K$16M+5.83%
Q2 202494.5K$17M+6.93%
Q4 202392.8K$13M+5.92%

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