Featured 13F manager
Alphabet Inc.
Mountain View, CA 4 processed 13Fs on this site · 2025 Q3–2026 Q2
- $99.1B
- 28 Positions
- 2026 Q2
- +2367.2% QoQ
- Top 5 98.5%
Alphabet Inc. files a Form 13F. The latest book is 2026 Q2 at $99.1B, up 2367.2% QoQ, led by Space Exploration ·, Planet Labs Pbc, and Ast Spacemobile.
Portfolio
top 5 98.5% · top 10 99.5%
- SPCX - Space Exploration · CLASS A 95.0%
- PL - Planet Labs Pbc · CL A 1.2%
- ASTS - Ast Spacemobile · CL A 0.8%
- CME - CME Group 0.8%
- ARM — 0.7%
- RVMD - Revolution Medicines 0.5%
- Freshworks · CLASS A 0.2%
- PBLS - Parabilis Medicines 0.1%
- TEM - Tempus Ai · CL A 0.1%
- GTLB - Gitlab · CLASS A 0.1%
- PATH - Uipath · CL A 0.1%
- LIFE - Ethos Technologies · CL A 0.1%
- Other 0.3%
AUM over time
Book
| CME - CME Group | 25.63% | New | 3,484,020 | $295.35 | $1B | +3,484,020 | +$1B |
| PL - Planet Labs Pbc · CL A | 24.53% | Add +10.4% | 35,248,893 | $27.95 | $985M | +3,306,252 | +$355M |
| ASTS - Ast Spacemobile · CL A | 18.46% | Hold | 8,943,486 | $82.87 | $741M | — | — |
| RVMD - Revolution Medicines | 7.97% | Reduce −1.6% | 3,292,525 | $97.25 | $320M | −52,577 | +$54M |
| ARM — | 7.39% | Hold | 1,960,784 | $151.28 | $297M | — | — |
| Freshworks · CLASS A | 3.24% | Hold | 16,206,643 | $8.03 | $130M | — | — |
| PATH - Uipath · CL A | 1.94% | Hold | 7,034,337 | $11.10 | $78M | — | — |
| TEM - Tempus Ai · CL A | 1.75% | Hold | 1,551,102 | $45.22 | $70M | — | — |
| PAYP - Paypay | 1.66% | New | 3,125,000 | $21.34 | $67M | +3,125,000 | +$67M |
| GTLB - Gitlab · CLASS A | 1.47% | Hold | 2,724,712 | $21.64 | $59M | — | — |
| PRME - Prime Medicine | 1.44% | Hold | 16,562,498 | $3.48 | $58M | — | — |
| LIFE - Ethos Technologies · CL A | 1.05% | New | 3,770,156 | $11.17 | $42M | +3,770,156 | +$42M |
| MAZE - Maze Therapeutics | 1.03% | Hold | 1,388,583 | $29.85 | $41M | — | — |
| BBOT — | 0.63% | Hold | 2,823,126 | $8.95 | $25M | — | — |
| Relay Therapeutics | 0.39% | Reduce −0.3% | 1,564,173 | $9.95 | $16M | −4,580 | +$2M |
| GLUE - Monte Rosa Therapeutics | 0.28% | Reduce −8.1% | 684,275 | $16.45 | $11M | −60,673 | −$424K |
| Vera Therapeutics · CL A | 0.24% | Hold | 241,264 | $40.23 | $10M | — | — |
| Sana Biotechnology | 0.20% | Hold | 2,812,500 | $2.88 | $8M | — | — |
| BEAM - Beam Therapeutics | 0.19% | Hold | 321,604 | $23.83 | $8M | — | — |
| LYEL - Lyell Immunopharma | 0.15% | Hold | 293,256 | $20.06 | $6M | — | — |
| OSCR - Oscar Health · CL A | 0.14% | Hold | 481,988 | $11.47 | $6M | — | — |
| FIG - Figma · CLASS A | 0.11% | Hold | 215,582 | $21.14 | $5M | — | — |
| Spero Therapeutics | 0.05% | Hold | 889,979 | $2.34 | $2M | — | — |
| Hyperfine · CL A | 0.02% | Hold | 898,720 | $1.08 | $971K | — | — |
| AUTL - Autolus Therapeutics | 0.02% | Hold | 698,262 | $1.38 | $964K | — | — |
| Tenaya Therapeutics | 0.02% | Hold | 915,705 | $0.6900 | $632K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DXCM - Dexcom | 2.67% | Exit | 0 | $66.37 | $69M | −1,036,937 | −$69M |
| WGS - Genedx | 0.11% | Exit | 0 | $130.07 | $3M | −22,711 | −$3M |
| Exact Sciences | 0.09% | Exit | 0 | $101.57 | $2M | −23,205 | −$2M |
| Quince Therapeutics | 0.02% | Exit | 0 | $3.35 | $634K | −189,122 | −$634K |
| FULC - Fulcrum Therapeutics | 0.01% | Exit | 0 | $11.29 | $161K | −14,262 | −$161K |
| RGEN - Repligen | — | Exit | 0 | $164.49 | $63K | −383 | −$63K |
Filings history
4 periods · normalized AUM · open a period for holdings
| Period | Holdings | 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 Q3–2026 Q2