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 $4.02B across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CME ($1.03B, 25.63%), PL ($985.2M, 24.53%), ASTS ($741.1M, 18.46%), RVMD ($320.2M, 7.97%), ARM ($296.6M, 7.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CME | CME GROUP INC | $1.03B | 25.63% | 3.5M | New |
| 2 | PL | PLANET LABS PBC | $985.2M | 24.53% | 35.2M | Added |
| 3 | ASTS | AST SPACEMOBILE INC | $741.1M | 18.46% | 8.9M | Hold |
| 4 | RVMD | REVOLUTION MEDICINES INC | $320.2M | 7.97% | 3.3M | Trimmed |
| 5 | ARM | ARM HOLDINGS PLC | $296.6M | 7.39% | 2.0M | Hold |
| 6 | FRSH | FRESHWORKS INC | $130.1M | 3.24% | 16.2M | Hold |
| 7 | PATH | UIPATH INC | $78.1M | 1.94% | 7.0M | Hold |
| 8 | TEM | TEMPUS AI INC | $70.1M | 1.75% | 1.6M | Hold |
| 9 | PAYPAY CORP | $66.7M | 1.66% | 3.1M | New | |
| 10 | GTLB | GITLAB INC | $59.0M | 1.47% | 2.7M | Hold |
| 11 | PRME | PRIME MEDICINE INC | $57.6M | 1.44% | 16.6M | Hold |
| 12 | ETHOS TECHNOLOGIES INC | $42.1M | 1.05% | 3.8M | New | |
| 13 | MAZE | MAZE THERAPEUTICS INC | $41.4M | 1.03% | 1.4M | Hold |
| 14 | BRIDGEBIO ONCOLOGY THERAPEUT | $25.3M | 0.63% | 2.8M | Hold | |
| 15 | RLAY | RELAY THERAPEUTICS INC | $15.6M | 0.39% | 1.6M | Trimmed |
| 16 | GLUE | MONTE ROSA THERAPEUTICS INC | $11.3M | 0.28% | 684,275 | Trimmed |
| 17 | VERA | VERA THERAPEUTICS INC | $9.7M | 0.24% | 241,264 | Hold |
| 18 | SANA | SANA BIOTECHNOLOGY INC | $8.1M | 0.20% | 2.8M | Hold |
| 19 | BEAM | BEAM THERAPEUTICS INC | $7.7M | 0.19% | 321,604 | Hold |
| 20 | LYEL | LYELL IMMUNOPHARMA INC | $5.9M | 0.15% | 293,256 | Hold |
| 21 | OSCR | OSCAR HEALTH INC | $5.5M | 0.14% | 481,988 | Hold |
| 22 | FIG | FIGMA INC | $4.6M | 0.11% | 215,582 | Hold |
| 23 | SPRO | SPERO THERAPEUTICS INC | $2.1M | 0.05% | 889,979 | Hold |
| 24 | HYPR | HYPERFINE INC | $970,618 | 0.02% | 898,720 | Hold |
| 25 | TNYA | TENAYA THERAPEUTICS INC | $631,836 | 0.02% | 915,705 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31