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
Latest book
| SPCX - Space Exploration · CLASS A | 95.05% | New | 551,189,500 | $170.86 | $94.2B | +551,189,500 | +$94.2B |
| PL - Planet Labs Pbc · CL A | 1.18% | Hold | 35,248,893 | $33.13 | $1.2B | — | — |
| ASTS - Ast Spacemobile · CL A | 0.80% | Hold | 8,943,486 | $88.86 | $795M | — | — |
| CME - CME Group | 0.78% | Hold | 3,484,020 | $220.83 | $769M | — | — |
| ARM — | 0.70% | Hold | 1,960,784 | $354.57 | $695M | — | — |
| RVMD - Revolution Medicines | 0.56% | Reduce −10.5% | 2,946,619 | $187.28 | $552M | −345,906 | +$232M |
| Freshworks · CLASS A | 0.17% | Hold | 16,206,643 | $10.12 | $164M | — | — |
| PBLS - Parabilis Medicines | 0.14% | New | 4,919,498 | $27.37 | $135M | +4,919,498 | +$135M |
| TEM - Tempus Ai · CL A | 0.09% | Hold | 1,551,102 | $57.93 | $90M | — | — |
| GTLB - Gitlab · CLASS A | 0.08% | Hold | 2,724,712 | $30.53 | $83M | — | — |
| PATH - Uipath · CL A | 0.08% | Hold | 7,034,337 | $10.87 | $76M | — | — |
| LIFE - Ethos Technologies · CL A | 0.07% | Reduce −3.9% | 3,622,604 | $18.14 | $66M | −147,552 | +$24M |
| PRME - Prime Medicine | 0.06% | Hold | 16,562,498 | $3.69 | $61M | — | — |
| FRVO - Fervo Energy · CL A | 0.05% | New | 1,760,732 | $29.23 | $51M | +1,760,732 | +$51M |
| PAYP - Paypay | 0.05% | Hold | 3,125,000 | $14.33 | $45M | — | — |
| MAZE - Maze Therapeutics | 0.04% | Hold | 1,388,583 | $29.84 | $41M | — | — |
| Relay Therapeutics | 0.03% | Reduce −9.9% | 1,410,029 | $18.71 | $26M | −154,144 | +$11M |
| BBOT — | 0.02% | Hold | 2,823,126 | $7.62 | $22M | — | — |
| OSCR - Oscar Health · CL A | 0.01% | Hold | 481,988 | $28.52 | $14M | — | — |
| BEAM - Beam Therapeutics | 0.01% | Hold | 321,604 | $34.32 | $11M | — | — |
| Vera Therapeutics · CL A | 0.01% | Hold | 241,264 | $42.91 | $10M | — | — |
| Sana Biotechnology | 0.01% | Hold | 2,812,500 | $3.49 | $10M | — | — |
| GLUE - Monte Rosa Therapeutics | 0.01% | Reduce −45.6% | 372,474 | $24.20 | $9M | −311,801 | −$2M |
| LYEL - Lyell Immunopharma | 0.00% | Hold | 293,256 | $14.05 | $4M | — | — |
| FIG - Figma · CLASS A | 0.00% | Hold | 215,582 | $18.09 | $4M | — | — |
| Spero Therapeutics | 0.00% | Hold | 889,979 | $2.21 | $2M | — | — |
| Hyperfine · CL A | 0.00% | Hold | 898,720 | $1.35 | $1M | — | — |
| AUTL - Autolus Therapeutics | 0.00% | Hold | 698,262 | $1.60 | $1M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Tenaya Therapeutics | 0.02% | Exit | 0 | $0.6902 | $632K | −915,705 | −$632K |
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