Institutions / Alphabet Inc.
Alphabet Inc.
CIK 1652044 ยท Institution ยท as of Jun 30, 2026abc.xyz โ
Portfolio value
$4.91B
Positions
27
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$4.91B+90.2%Positions
27-6.9%Top holdings
Jun 30, 2026View all 27 โ
| Company | Value | % of portfolio |
|---|---|---|
| Planet Labs PBC | $1.17B | 23.8% |
| AST SpaceMobile, Inc. | $794.72M | 16.2% |
| CME Group Inc | $769.38M | 15.7% |
| Arm Holdings PLC /UkARM | $695.24M | 14.2% |
| Revolution Medicines, Inc. | $551.84M | 11.2% |
| Freshworks Inc. | $164.01M | 3.3% |
| Parabilis Medicines, Inc.PBLS | $134.65M | 2.7% |
| Tempus AI, Inc. | $89.86M | 1.8% |
| Gitlab Inc. | $83.19M | 1.7% |
| UiPath, Inc. | $76.46M | 1.6% |
| Ethos Technologies Inc. | $65.71M | 1.3% |
| Prime Medicine, Inc.PRME | $61.12M | 1.2% |
| Fervo Energy CoFRVO | $51.47M | 1.0% |
| PayPay CorporationPAYP | $44.78M | 0.9% |
| Maze Therapeutics, Inc. | $41.44M | 0.8% |
| Relay Therapeutics, Inc. | $26.38M | 0.5% |
| BridgeBio Oncology Therapeutics, Inc.BBOT | $21.51M | 0.4% |
| Oscar Health, Inc. | $13.75M | 0.3% |
| Beam Therapeutics Inc. | $11.04M | 0.2% |
| Vera Therapeutics, Inc. | $10.35M | 0.2% |
| Sana Biotechnology, Inc. | $9.82M | 0.2% |
| Monte Rosa Therapeutics, Inc. | $9.01M | 0.2% |
| Lyell Immunopharma, Inc.LYEL | $4.12M | 0.1% |
| Figma, Inc.FIG | $3.90M | 0.1% |
| Spero Therapeutics, Inc.SPRO | $1.97M | 0.0% |
Activity
Jun 30, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | CME Group Inc | $769.38M | +3.5M | 3,484,020 15.68% of portfolio | high |
| Q2 2026 as of | New | PBLS Parabilis Medicines, Inc. Common Stock | $134.65M | +4.9M | 4,919,498 2.74% of portfolio | high |
| Q2 2026 as of | Add | Planet Labs PBC | $109.54M | +3.3M +10.35% | 35,248,893 23.80% of portfolio | high |
| Q2 2026 as of | Trim | Revolution Medicines, Inc. | $-74.63M | -398K -11.91% | 2,946,619 11.25% of portfolio | high |
| Q2 2026 as of | Exit | Dexcom Inc | $-68.82M | -1.0M -100.00% | โ | high |
| Q2 2026 as of | New | Ethos Technologies Inc. | $65.71M | +3.6M | 3,622,604 1.34% of portfolio | high |
| Q2 2026 as of | New | FRVO Fervo Energy Co Common Stock | $51.47M | +1.8M | 1,760,732 1.05% of portfolio | high |
| Q2 2026 as of | New | PAYP PayPay Corporation ADR | $44.78M | +3.1M | 3,125,000 0.91% of portfolio | medium |
| Q2 2026 as of | Trim | Monte Rosa Therapeutics, Inc. | $-9.01M | -372K -50.00% | 372,474 0.18% of portfolio | medium |
| Q2 2026 as of | Trim | Relay Therapeutics, Inc. | $-2.97M | -159K -10.12% | 1,410,029 0.54% of portfolio | low |