Phoenix Financial Ltd. GOOGL — ALPHABET INC

Ownership history in Phoenix Financial Ltd.  ·  28 quarters on record

AI Ownership Summary

Phoenix Financial Ltd. reported ALPHABET INC (GOOGL) in 28 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.48% in 2024 Q2. The latest visible filing shows GOOGL at 0.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GOOGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Phoenix Financial Ltd.'s position in ALPHABET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GOOGL was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GOOGL stock page Phoenix Financial Ltd. fund profile Phoenix Financial Ltd. full holdings
How Phoenix Financial Ltd. held GOOGL — position size vs. price
% of Fund (quarterly)    GOOGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 10.9% +23.1% ❌ 243,953 -29,721 -10.9% 0.69% $73.0M 2026-05-11 $388.41
2025 Q4 REDUCED 17.0% -8.1% ✅ 273,674 -55,901 -17.0% 0.96% $88.1M 2026-02-05 $330.82
2025 Q3 ADDED — — — 329,575 +34,723 +11.8% 1.02% $76.8M 2025-11-03 $283.17
2025 Q2 REDUCED 47.8% +38.6% ❌ 294,852 -270,224 -47.8% 0.68% $51.7M 2025-07-30 $195.97
2025 Q1 ADDED — — — 565,076 +15,373 +2.8% 1.34% $87.5M 2025-05-07 $150.77
2024 Q4 ADDED — — — 549,703 +512,903 +1393.8% 1.42% $104.1M 2025-02-13 $185.17
2024 Q4 REDUCED 93.3% -18.2% ✅ 36,800 -509,936 -93.3% 0.00% $7K 2025-02-13 $185.17
2024 Q3 ADDED — — — 546,736 +522,536 +2159.2% 1.34% $90.7M 2024-11-05 $168.66
2024 Q3 REDUCED 95.5% +15.4% ❌ 24,200 -508,729 -95.5% 0.00% $4K 2024-11-05 $168.66
2024 Q2 REDUCED — — — 532,929 -16,263 -3.0% 1.48% $97.5M 2024-08-12 $161.05
2024 Q1 ADDED — — — 549,192 +442,120 +412.9% 1.14% $82.9M 2024-05-15 $170.99
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GOOGL

As of 2026 Q1 — sorted by position size

7G CAPITAL MANAGEMENT, LLC 3Y 30.84% Hingham Institution for Savings 30.35% True Blue (BVI) Ltd 28.61% TORNO CAPITAL, LLC 25.78% Georgetown University 3Y 7Y 24.88% ArchPoint Investors 3Y 7Y 23.08% Himalaya Capital Management LLC 3Y 7Y 22.85% Empirical Capital Management, LLC 3Y 7Y 22.83% SHANDA ASSET MANAGEMENT HOLDINGS Ltd 3Y 7Y 21.78% Greenwoods Asset Management Hong Kong Ltd. 3Y 21.66%

FAQ About Phoenix Financial Ltd. and GOOGL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Phoenix Financial Ltd. reported owning GOOGL?

Phoenix Financial Ltd. reported GOOGL across 11 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported GOOGL position in Phoenix Financial Ltd.'s portfolio?

The largest reported portfolio weight for GOOGL was 1.48% in 2024 Q2.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2026 Q1, when Phoenix Financial Ltd. reported 243,953 shares, equal to 0.69% of portfolio, with an estimated market value of $73.0M.

What does the chart on this GOOGL ownership page compare?

The chart compares Phoenix Financial Ltd.'s quarterly GOOGL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Phoenix Financial Ltd. time their GOOGL position?

Based on 13F filing dates vs. subsequent GOOGL price moves, Phoenix Financial Ltd. correctly timed 16 out of 27 reported position changes (59%). The annualised alpha on GOOGL relative to SPY over the holding period was +13.6%.

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