Alphabet Inc.

Holdings as of 2026-06-30, filed 2026-08-07

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 38 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
29
Value reported by manager
$99.1B
Sum of our stored positions
$99.1B
should match the line above
Disclosure lag
38 d
quarter end to filing
Top 5 concentration
98.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

29 largest shown
IssuerClassValueSharesTypeCUSIP
SPACE EXPLORATION TECHN CORPCLASS A COM STK$94.2B551,189,50084615Q103
PLANET LABS PBCCOM CL A$1.2B35,248,89372703X106
AST SPACEMOBILE INCCOM CL A$794.7M8,943,48600217D100
CME GROUP INCCOM$769.4M3,484,02012572Q105
ARM HOLDINGS PLCSPONSORED ADS$695.2M1,960,784042068205
REVOLUTION MEDICINES INCCOM$551.8M2,946,61976155X100
FRESHWORKS INCCLASS A COM$145M14,327,273358054104
PARABILIS MEDICINES INCCOM$134.6M4,919,498698955101
TEMPUS AI INCCL A$89.9M1,551,10288023B103
GITLAB INCCLASS A COM$83.2M2,724,71237637K108
UIPATH INCCL A$76.5M7,034,33790364P105
ETHOS TECHNOLOGIES INCCL A$65.7M3,622,60429765A101
PRIME MEDICINE INCCOM$61.1M16,562,49874168J101
FERVO ENERGY COCL A COM$51.5M1,760,73231556C106
PAYPAY CORPSPONSORED ADS$44.8M3,125,00070450C101
MAZE THERAPEUTICS INCCOM$41.4M1,388,583578784100
RELAY THERAPEUTICS INCCOM$26.4M1,410,02975943R102
BRIDGEBIO ONCOLOGY THERAPEUTCOM NEW$21.5M2,823,126107924102
FRESHWORKS INCCLASS A COM$19M1,879,370358054104
OSCAR HEALTH INCCL A$13.7M481,988687793109
BEAM THERAPEUTICS INCCOM$11M321,60407373V105
VERA THERAPEUTICS INCCL A$10.4M241,26492337R101
SANA BIOTECHNOLOGY INCCOM$9.8M2,812,500799566104
MONTE ROSA THERAPEUTICS INCCOM$9M372,47461225M102
LYELL IMMUNOPHARMA INCCOM NEW$4.1M293,25655083R203
FIGMA INCCLASS A COM STK$3.9M215,582316841105
SPERO THERAPEUTICS INCCOM$2M889,97984833T103
HYPERFINE INCCOM CL A$1.2M898,72044916K106
AUTOLUS THERAPEUTICS PLCSPON ADS$1.1M698,26205280R100
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-07

Alphabet Inc. — 29 positions reported for 2026Q2 — Tapewire