D1 Capital Partners L.P. 13F: New $167M Stake in Alphabet (GOOGL)

D1 Capital Partners Builds Fresh Stake in Alphabet

D1 Capital Partners L.P. stepped into Alphabet Inc. (NasdaqGS: GOOGL) with a brand-new investment during its reported period. According to a Form 13F filing with the Securities and Exchange Commission, the fund added 468,900 shares to its portfolio. Because 13F forms look backward, the filing shows holdings at a specific past date and might not match the fund's current holdings.

Inside the New Alphabet Position

The newly opened stake in Alphabet represents a major capital commitment for the fund. Based on the cost basis provided, the 468,900 shares translated to a total value of roughly $167.2 million. Because this is a new buy, the firm held zero shares prior to this filing period.

Alphabet Stock Price and Trading Range

Alphabet shares recently changed hands at $356.60 apiece. The stock moves within a 52-week band stretching from a low of $244.15 up to a high of $408.61. The current price sits comfortably above both its 50-day moving average of $344.92 and its 200-day moving average of $340.77, reflecting steady momentum over recent months.

Recent Insider Transactions at Alphabet

Company insiders have been busy executing transactions of their own. On June 25, 2026, CEO Sundar Pichai disposed of 3,702 shares at an average price of $345.04 for a total of about $1.28 million. On the same day, Chief Accounting Officer Marsida Saraci sold 453 shares at $345.04 worth roughly $156,303. Other executives including Philipp Schindler and Ruth Porat also logged stock activity during June.

Wall Street Analyst Views on Alphabet

Wall Street firms remain broadly positive on the technology leader. On October 15, 2026, JP Morgan maintained its Overweight rating and lifted its price target to $425.00 from $420.00. UBS kept a Neutral rating with a $380.00 target on October 14, 2026, while Cantor Fitzgerald reiterated an Overweight rating and a $420.00 target on October 12, 2026. Across 54 analyst opinions, the stock holds a consensus Strong Buy rating and a mean price target of $430.51.

Overview of Alphabet Operations

Alphabet runs major digital platforms and products worldwide through segments like Google Services, Google Cloud, and Other Bets. The Google Services division handles everyday tools including search, YouTube, Android, and Gmail alongside advertising networks. The cloud unit delivers enterprise infrastructure and artificial intelligence tools.

What to Watch Next for the Fund

Investors tracking D1 Capital Partners will look to subsequent quarterly filings to see if the fund expands or trims its exposure to the tech giant. Alphabet is scheduled to release its next round of financial results on October 28, 2026.