Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Alphabet Inc. (GOOG)
← All GOOG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 353,459 10.53 $286.86 $101,393,000 SEC
2025   Q4 353,459 11.53 Reduce 35.84% 5.24 $236.68–328.67 · VW $296.23i $110,915,000 SEC
2025   Q3 550,874 14.62 Reduce 15.11% 1.97 $173.88–256.70 · VW $210.05i $134,165,000 SEC
2025   Q2 648,905 13.01 $177.39 $115,109,000 SEC
2025   Q1 648,905 13.70 Reduce 19.62% 3.90 $152.21–208.70 · VW $179.29i $101,378,000 SEC
2024   Q4 807,314 19.90 Reduce 3.53% 0.64 $161.12–202.88 · VW $178.52i $153,745,000 SEC
2024   Q3 836,850 18.10 Add 16.51% 2.57 $148.20–193.31 · VW $167.76i $139,913,000 SEC
2024   Q2 718,260 15.46 Reduce 7.71% 1.04 $151.08–187.50 · VW $171.74i $131,743,000 SEC
2024   Q1 778,300 13.49 Add 8.59% 1.07 $131.55–155.20 · VW $144.24i $118,504,000 SEC
2023   Q4 716,700 12.02 Reduce 12.91% 1.78 $121.46–143.95 · VW $133.63i $101,005,000 SEC
2023   Q3 822,900 13.76 $131.85 $108,499,000 SEC
2023   Q2 822,900 12.83 $120.97 $99,546,000 SEC
2023   Q1 822,900 12.49 $104.00 $85,582,000 SEC
2022   Q4 822,900 12.07 $88.73 $73,016,000 SEC
2022   Q3 822,900 13.94 Reduce 11.16% 1.73 $96.03–123.26 · VW $109.79i $79,122,000 SEC
2022   Q2 926,220 15.49 Reduce 0.77% 0.12 $102.21–144.04 · VW $115.81i $101,303,000 SEC
2022   Q1 933,420 16.14 $139.65 $130,352,000 SEC
2021   Q4 933,420 15.22 Reduce 4.99% 0.71 $131.17–151.85 · VW $144.34i $135,047,000 SEC
2021   Q3 982,400 14.28 $133.27 $130,920,000 SEC
2021   Q2 982,400 13.35 $125.32 $123,110,000 SEC
2021   Q1 982,400 12.60 $103.43 $101,611,000 SEC
2020   Q4 982,400 10.50 Reduce 45.49% 5.11 $71.80–92.36 · VW $84.30i $86,052,000 SEC
2020   Q3 1,802,400 11.24 $73.48 $132,440,000 SEC
2020   Q2 1,802,400 12.28 $70.68 $127,395,000 SEC
2020   Q1 1,802,400 11.68 Buy 11.68 $50.68–76.61 · VW $64.93i $104,792,000 SEC
Price snapshot:
Current price$350.67
Avg. buy price$79.99
+/- since buy338.41%
52-week low$180.20
52-week high$404.23