Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alphabet Inc. (CIK 1652044) reported $99.08B across 28 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPCX ($94.18B, 95.05%), PL ($1.17B, 1.18%), ASTS ($794.7M, 0.80%), CME ($769.4M, 0.78%), ARM ($695.2M, 0.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $94.18B | 95.05% | 551.2M | New |
| 2 | PL | PLANET LABS PBC | $1.17B | 1.18% | 35.2M | Hold |
| 3 | ASTS | AST SPACEMOBILE INC | $794.7M | 0.80% | 8.9M | Hold |
| 4 | CME | CME GROUP INC | $769.4M | 0.78% | 3.5M | Hold |
| 5 | ARM | ARM HOLDINGS PLC | $695.2M | 0.70% | 2.0M | Hold |
| 6 | RVMD | REVOLUTION MEDICINES INC | $551.8M | 0.56% | 2.9M | Trimmed |
| 7 | FRSH | FRESHWORKS INC | $164.0M | 0.17% | 16.2M | Hold |
| 8 | PBLS | PARABILIS MEDICINES INC | $134.6M | 0.14% | 4.9M | New |
| 9 | TEM | TEMPUS AI INC | $89.9M | 0.09% | 1.6M | Hold |
| 10 | GTLB | GITLAB INC | $83.2M | 0.08% | 2.7M | Hold |
| 11 | PATH | UIPATH INC | $76.5M | 0.08% | 7.0M | Hold |
| 12 | LIFE | ETHOS TECHNOLOGIES INC | $65.7M | 0.07% | 3.6M | Trimmed |
| 13 | PRME | PRIME MEDICINE INC | $61.1M | 0.06% | 16.6M | Hold |
| 14 | FRVO | FERVO ENERGY CO | $51.5M | 0.05% | 1.8M | New |
| 15 | PAYP | PAYPAY CORP | $44.8M | 0.05% | 3.1M | Hold |
| 16 | MAZE | MAZE THERAPEUTICS INC | $41.4M | 0.04% | 1.4M | Hold |
| 17 | RLAY | RELAY THERAPEUTICS INC | $26.4M | 0.03% | 1.4M | Trimmed |
| 18 | BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $21.5M | 0.02% | 2.8M | Hold |
| 19 | OSCR | OSCAR HEALTH INC | $13.7M | 0.01% | 481,988 | Hold |
| 20 | BEAM | BEAM THERAPEUTICS INC | $11.0M | 0.01% | 321,604 | Hold |
| 21 | SANA | SANA BIOTECHNOLOGY INC | $9.8M | 0.01% | 2.8M | Hold |
| 22 | VERA | VERA THERAPEUTICS INC | $10.4M | 0.01% | 241,264 | Hold |
| 23 | GLUE | MONTE ROSA THERAPEUTICS INC | $9.0M | 0.01% | 372,474 | Trimmed |
| 24 | FIG | FIGMA INC | $3.9M | 0.00% | 215,582 | Hold |
| 25 | HYPR | HYPERFINE INC | $1.2M | 0.00% | 898,720 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30