Investor
Alphabet Inc.
CIK 0001652044 · filed 2026-05-08 · SEC filing
13F book
$4.02B
Positions
26
3 new · 6 sold
Largest name
25.6%
Cme Group Inc. · CME
Est. mark
$285.7M
Price effect on 23 names still held. Flow $1.15B.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Cme Group Inc. | CME | 3.48M | $1.03B | 25.6% | — | New |
| Planet Labs Pbc | PL | 35.2M | $985.2M | 24.5% | $262.9M | Added$355.3M |
| AST SpaceMobile, Inc. | ASTS | 8.94M | $741.1M | 18.5% | $91.6M | Held |
| Revolution Medicines Inc | — | 3.29M | $320.2M | 8.0% | $57.9M | Cut$53.8M |
| Arm Holdings Plc | — | 1.96M | $296.6M | 7.4% | $82.3M | Held |
| Freshworks Inc. | FRSH | 16.2M | $130.1M | 3.2% | −$68.4M | Held |
| UiPath, Inc. | PATH | 7.03M | $78.1M | 1.9% | −$37.2M | Held |
| Tempus AI, Inc. | TEM | 1.55M | $70.1M | 1.7% | −$21.5M | Held |
| Paypay Corp | PAYP | 3.13M | $66.7M | 1.7% | — | New |
| Gitlab Inc. | GTLB | 2.72M | $59M | 1.5% | −$43.3M | Held |
| Prime Medicine, Inc. | PRME | 16.6M | $57.6M | 1.4% | $165.6K | Held |
| Ethos Technologies Inc. | LIFE | 3.77M | $42.1M | 1.0% | — | New |
| Maze Therapeutics, Inc. | MAZE | 1.39M | $41.4M | 1.0% | −$16.1M | Held |
| Bridgebio Oncology Therapeut | — | 2.82M | $25.3M | 0.6% | −$10.1M | Held |
| Relay Therapeutics, Inc. | RLAY | 1.56M | $15.6M | 0.4% | $2.33M | Cut$2.29M |
| Monte Rosa Therapeutics, Inc. | GLUE | 684.3K | $11.3M | 0.3% | $526.9K | Cut−$424.5K |
| Vera Therapeutics, Inc. | VERA | 241.3K | $9.71M | 0.2% | −$2.51M | Held |
| Sana Biotechnology, Inc. | SANA | 2.81M | $8.1M | 0.2% | −$3.35M | Held |
| Beam Therapeutics Inc. | BEAM | 321.6K | $7.66M | 0.2% | −$1.25M | Held |
| Lyell Immunopharma, Inc. | LYEL | 293.3K | $5.88M | 0.1% | −$3.14M | Held |
| Oscar Health, Inc. | OSCR | 482K | $5.53M | 0.1% | −$1.4M | Held |
| Figma, Inc. | FIG | 215.6K | $4.56M | 0.1% | −$3.5M | Held |
| Spero Therapeutics, Inc. | SPRO | 890K | $2.08M | 0.1% | $8.9K | Held |
| Hyperfine, Inc. | HYPR | 898.7K | $970.6K | 0.0% | $89.9K | Held |
| Autolus Therapeutics Plc | AUTL | 698.3K | $963.6K | 0.0% | −$425.9K | Held |
| Tenaya Therapeutics, Inc. | TNYA | 915.7K | $631.8K | 0.0% | −$18.3K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.