Alphabet Inc. activity
Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
3
Reduce
4
Exit
1
8 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| SPCX | New | 0% to 95.1% | $94.2B | Q1→Q2 |
| PBLS | New | 0% to 0.14% | $135M | Q1→Q2 |
| FRVO | New | 0% to 0.05% | $51M | Q1→Q2 |
| Tenaya Therapeutics | Exit | 0.02% to 0% | $632K | Q1→Q2 |
| RVMD | Reduce | 8.0% to 0.56% | −10.5% sh | Q1→Q2 |
| LIFE | Reduce | 1.1% to 0.07% | −3.9% sh | Q1→Q2 |
| Relay Therapeutics | Reduce | 0.39% to 0.03% | −9.9% sh | Q1→Q2 |
| GLUE | Reduce | 0.28% to 0.01% | −45.6% sh | Q1→Q2 |