Alphabet Inc.

Holdings as of Mar 31, 2026 · filed May 8, 2026

$4015568781
Portfolio value
26
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Cme Group Inc $1029005307 25.63% NEW BUY
2 Planet Labs Pbc $985206582 24.53% +3306252 +10.35%
3 Ast Spacemobile Inc $741146685 18.46% Held
4 Revolution Medicines Inc $320198056 7.97% -52577 -1.57%
5 Arm Holdings Plc $296627404 7.39% Held
6 Freshworks Inc $130139343 3.24% Held
7 Uipath Inc $78081141 1.94% Held
8 Tempus Ai Inc $70140832 1.75% Held
9 Paypay Corp $66687500 1.66% NEW BUY
10 Gitlab Inc $58962768 1.47% Held
11 Prime Medicine Inc $57637493 1.44% Held
12 Ethos Technologies Inc $42112643 1.05% NEW BUY
13 Maze Therapeutics Inc $41449203 1.03% Held
14 Bridgebio Oncology Therapeut $25266978 0.63% Held
15 Relay Therapeutics Inc $15563521 0.39% -4580 -0.29%
16 Monte Rosa Therapeutics Inc $11256324 0.28% -60673 -8.14%
17 Vera Therapeutics Inc $9706051 0.24% Held
18 Sana Biotechnology Inc $8100000 0.20% Held
19 Beam Therapeutics Inc $7663823 0.19% Held
20 Lyell Immunopharma Inc $5882715 0.15% Held
21 Oscar Health Inc $5528402 0.14% Held
22 Figma Inc $4557403 0.11% Held
23 Spero Therapeutics Inc $2082551 0.05% Held
24 Hyperfine Inc $970618 0.02% Held
25 Autolus Therapeutics Plc $963602 0.02% Held
26 Tenaya Therapeutics Inc $631836 0.02% Held

Closed last quarter

Dexcom Inc Genedx Holdings Corp Exact Sciences Corp Quince Therapeutics Inc Fulcrum Therapeutics Inc Repligen Corp

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.