GOOGL β€” ALPHABET INC

Ownership history in CASTLEARK MANAGEMENT LLC  Β·  41 quarters on record

This page tracks every 13F SEC filing in which CASTLEARK MANAGEMENT LLC reported a position in ALPHABET INC (GOOGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.88% (2022 Q2)
πŸ“Š Avg. % of fund
1.25%
πŸ“… First filed
2015 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
41

Position Intelligence

CASTLEARK MANAGEMENT LLC Γ— GOOGL AI Analytics

πŸ“ˆ CASTLEARK MANAGEMENT LLC outperformed the S&P 500 by +9.5% annually on this GOOGL position. Timing score: 28% (5/18 decisions correct). Average cost basis: $103.58. Maximum drawdown during holding period: –39.1%.

πŸ“ˆ Position Alpha vs SPY
+9.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 9.5% per year on this position.
40 quarters analyzed

⏱️ Timing Score
28%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
5 of 18 add/trim decisions correct

πŸ’° Entry Quality
$103.58
+202.0% vs current ($312.78)

Best entry: $38.58 (2015 Q4)  Β·  Worst: $312.78 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–39.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
53%
buy-side decisions

10 adds Β· 9 trims. Bought during 5 of 13 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ CASTLEARK MANAGEMENT LLC has been actively increasing its GOOGL allocation β€” a bullish signal from insiders.
Currently 3.51% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GOOGL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 381,639 +7,760 +2.1% 3.51% $119.5M $312.78
2025 Q3 REDUCED 373,879 -13,635 -3.5% 2.55% $90.9M $242.77
2025 Q2 ADDED 387,514 +21,425 +5.9% 2.05% $68.3M $175.83
2025 Q1 ADDED 366,089 +4,390 +1.2% 1.96% $56.6M $154.11
2024 Q4 REDUCED 361,699 -118,310 -24.6% 2.39% $68.5M $188.43
2024 Q3 REDUCED 480,009 -23,843 -4.7% 3.25% $79.6M $164.90
2024 Q2 UNCHANGED 503,852 β€” 0% 3.75% $91.8M $180.86
2024 Q1 REDUCED 503,852 -4,962 -1.0% 3.16% $76.0M $149.69
2023 Q4 REDUCED 508,814 -5,606 -1.1% 3.15% $71.1M $138.54
2023 Q3 REDUCED 514,420 -32,310 -5.9% 3.43% $67.3M $129.79
31 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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