Institutional Fund
Alphabet Inc.
Mountain View, CACIK 16520445 filings on record
Portfolio Value
$4.02B
Q1 2026
Holdings
26
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+55.7%
from $2.58B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Cme Group Inc25.6%
- Planet Labs Pbc24.5%
- Ast Spacemobile Inc18.5%
- Revolution Medicines Inc8.0%
- Arm Holdings PLC7.4%
- Freshworks Inc3.2%
- Other12.8%
Portfolio Holdings
26 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cme Group Inc | 3.48M | $1.03B | 25.6% | +3.48M | New |
| 2 | Planet Labs Pbc | 35.25M | $985.21M | 24.5% | +3.31M | Added |
| 3 | Ast Spacemobile Inc | 8.94M | $741.15M | 18.5% | 0 | Held |
| 4 | Revolution Medicines Inc | 3.29M | $320.20M | 8.0% | −52.6K | Reduced |
| 5 | Arm Holdings PLC | 1.96M | $296.63M | 7.4% | 0 | Held |
| 6 | Freshworks Inc | 16.21M | $130.14M | 3.2% | 0 | Held |
| 7 | Uipath Inc | 7.03M | $78.08M | 1.9% | 0 | Held |
| 8 | Tempus Ai Inc | 1.55M | $70.14M | 1.7% | 0 | Held |
| 9 | Paypay Corp | 3.13M | $66.69M | 1.7% | +3.13M | New |
| 10 | Gitlab Inc | 2.72M | $58.96M | 1.5% | 0 | Held |
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