Alphabet Inc.
Mountain View, CA 4 processed 13Fs on this site, 2025 Q3 to 2026 Q2
- $99.1B
- 28 holdings
- 2026 Q2
- +2367.2% QoQ
- Top 5 98.5%
Alphabet's biggest moves in 2026 Q2 were opening Space Exploration and Parabilis Medicines, trimming Revolution Medicines and Ethos Technologies, and selling out of Tenaya Therapeutics.
AUM over time
Latest book
| SPCX, Space Exploration | New | 551,189,500 | $170.86 | $94.2B | +551,189,500 | +$94.2B | |
| PL, Planet Labs PBC | Hold | 35,248,893 | $33.13 | $1.2B | — | — | |
| ASTS, Ast Spacemobile | Hold | 8,943,486 | $88.86 | $795M | — | — | |
| CME, CME Group | Hold | 3,484,020 | $220.83 | $769M | — | — | |
| ARM, Arm Holdings | Hold | 1,960,784 | $354.57 | $695M | — | — | |
| RVMD, Revolution Medicines | Reduce −10.5% | 2,946,619 | $187.28 | $552M | −345,906 | +$232M | |
| Freshworks | Hold | 16,206,643 | $10.12 | $164M | — | — | |
| PBLS, Parabilis Medicines | New | 4,919,498 | $27.37 | $135M | +4,919,498 | +$135M | |
| TEM, Tempus AI | Hold | 1,551,102 | $57.93 | $90M | — | — | |
| GTLB, Gitlab | Hold | 2,724,712 | $30.53 | $83M | — | — | |
| PATH, Uipath | Hold | 7,034,337 | $10.87 | $76M | — | — | |
| LIFE, Ethos Technologies | Reduce −3.9% | 3,622,604 | $18.14 | $66M | −147,552 | +$24M | |
| PRME, Prime Medicine | Hold | 16,562,498 | $3.69 | $61M | — | — | |
| FRVO, Fervo Energy | New | 1,760,732 | $29.23 | $51M | +1,760,732 | +$51M | |
| PAYP, Paypay | Hold | 3,125,000 | $14.33 | $45M | — | — | |
| MAZE, Maze Therapeutics | Hold | 1,388,583 | $29.84 | $41M | — | — | |
| Relay Therapeutics | Reduce −9.9% | 1,410,029 | $18.71 | $26M | −154,144 | +$11M | |
| BBOT | Hold | 2,823,126 | $7.62 | $22M | — | — | |
| OSCR, Oscar Health | Hold | 481,988 | $28.52 | $14M | — | — | |
| BEAM, Beam Therapeutics | Hold | 321,604 | $34.32 | $11M | — | — | |
| Vera Therapeutics | Hold | 241,264 | $42.91 | $10M | — | — | |
| Sana Biotechnology | Hold | 2,812,500 | $3.49 | $9.8M | — | — | |
| GLUE, Monte Rosa Therapeutics | Reduce −45.6% | 372,474 | $24.20 | $9M | −311,801 | −$2.2M | |
| LYEL, Lyell Immunopharma | Hold | 293,256 | $14.05 | $4.1M | — | — | |
| FIG, Figma | Hold | 215,582 | $18.09 | $3.9M | — | — | |
| Spero Therapeutics | Hold | 889,979 | $2.21 | $2M | — | — | |
| Hyperfine | Hold | 898,720 | $1.35 | $1.2M | — | — | |
| AUTL, Autolus Therapeutics | Hold | 698,262 | $1.60 | $1.1M | — | — |
Exits / last held
Gone since 2026 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Tenaya Therapeutics | Exit | 0 | $0.6902 | $632K | −915,705 | −$632K |
Filings history
4 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 28 | $99.1B | +2367.2% | 13F-HR | 8/7/2026 | 000165204426000073 |
| 2026 Q1 | 26 | $4B | +55.7% | 13F-HR | 5/8/2026 | 000165204426000051 |
| 2025 Q4 | 29 | $2.6B | +7.1% | 13F-HR | 2/13/2026 | 000165204426000023 |
| 2025 Q3 | 37 | $2.4B | — | 13F-HR | 11/7/2025 | 000165204425000096 |
About
Alphabet Inc.
4 processed 13Fs on this site, 2025 Q3 to 2026 Q2
Further reading
As an Amazon Associate, FollowTheFilings earns from qualifying purchases.
- The Essays of Warren Buffett, 8th Ed., Warren Buffett, Lawrence A. Cunningham View on Amazon
- One Up On Wall Street (Lynch), Peter Lynch View on Amazon