Alphabet Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Alphabet Inc. reported 28 stock positions worth $99.1 billion. Its top holding was Space Exploration Techn Class A (SPCX) at 95.0% of the portfolio, followed by Planet Labs PBC (PL, 1.2%) and Ast Spacemobile (ASTS, 0.8%). Compared with Q1 2026, it opened 3 new positions, sold out of 1 and reduced 4. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale Revolution Medicines (RVMD, shares −11%).

Most Recent 13F
Q2 2026
Location
Mountain View, CA
CIK
0001652044
Portfolio Value
$99.1B (Q2 2026)
SEC Filing
0001652044-26-000073 ↗ filed Aug 7, 2026

Holdings Value

0$20.0B$40.0B$60.0B$80.0B$100.0B Q1 2024: $2.5B Q1 2024 Q2 2024: $2.0B Q2 2024 Q3 2024: $1.8B Q3 2024 Q4 2024: $1.7B Q4 2024 Q1 2025: $1.6B Q1 2025 Q2 2025: $2.1B Q2 2025 Q3 2025: $2.4B Q3 2025 Q4 2025: $2.6B Q4 2025 Q1 2026: $4.0B Q1 2026 Q2 2026: $99.1B $99.1B Q2 2026

Holdings 28 stocks · $99.1B
SPCX Space Exploration Techn Class A 95.05% 551,189,500 $94.2B New
PL Planet Labs PBC 1.18% 35,248,893 $1.2B No change
ASTS Ast Spacemobile Inc. 0.80% 8,943,486 $794.7M No change
CME Cme Group Inc. 0.78% 3,484,020 $769.4M No change
ARM Arm Holdings PLC-ADR 0.70% 1,960,784 $695.2M No change
RVMD Revolution Medicines Inc. 0.56% 2,946,619 $551.8M Reduce -10.5%
FRSH Freshworks Inc. Class A 0.17% 16,206,643 $164.0M No change
PBLS Parabilis Medicines Inc. 0.14% 4,919,498 $134.6M New
TEM Tempus AI Inc. Class A 0.09% 1,551,102 $89.9M No change
GTLB Gitlab Inc. Class A 0.08% 2,724,712 $83.2M No change
PATH Uipath Inc. Class A 0.08% 7,034,337 $76.5M No change
LIFE Ethos Technologies Inc. Class-A 0.07% 3,622,604 $65.7M Reduce -3.9%
PRME Prime Medicine Inc. 0.06% 16,562,498 $61.1M No change
FRVO Fervo Energy Co. Class A 0.05% 1,760,732 $51.5M New
PAYP Paypay Corp. 0.05% 3,125,000 $44.8M No change
MAZE Maze Therapeutics Inc. 0.04% 1,388,583 $41.4M No change
RLAY Relay Therapeutics Inc. 0.03% 1,410,029 $26.4M Reduce -9.8%
BBOT Bridgebio Oncology Therapeut 0.02% 2,823,126 $21.5M No change
OSCR Oscar Health Inc. Class A 0.01% 481,988 $13.7M No change
BEAM Beam Therapeutics Inc. 0.01% 321,604 $11.0M No change
VERA Vera Therapeutics Inc. 0.01% 241,264 $10.4M No change
SANA Sana Biotechnology Inc. 0.01% 2,812,500 $9.8M No change
GLUE Monte Rosa Therapeutics Inc. 0.01% 372,474 $9.0M Reduce -45.6%
LYEL Lyell Immunopharma Inc. 0.00% 293,256 $4.1M No change
FIG Figma Inc. Class A 0.00% 215,582 $3.9M No change
SPRO Spero Therapeutics Inc. 0.00% 889,979 $2.0M No change
HYPR Hyperfine Inc. 0.00% 898,720 $1.2M No change
AUTL Autolus Therapeutics PLC 0.00% 698,262 $1.1M No change

Portfolio Sells Q1 2026 → Q2 2026
RVMD Revolution Medicines Inc. Reduce -10.5% 0.56% −7.42
LIFE Ethos Technologies Inc. Class-A Reduce -3.9% 0.07% −0.98
RLAY Relay Therapeutics Inc. Reduce -9.8% 0.03% −0.36
GLUE Monte Rosa Therapeutics Inc. Reduce -45.6% 0.01% −0.27
TNYA Tenaya Therapeutics Inc. Sold out 0.00% −0.02

Portfolio Buys Q1 2026 → Q2 2026
SPCX Space Exploration Techn Class A New 95.05% +95.05
PBLS Parabilis Medicines Inc. New 0.14% +0.14
FRVO Fervo Energy Co. Class A New 0.05% +0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 28$99.1BSPCX, PL, ASTS, CME, ARM
Q1 2026 26$4.0BCME, PL, ASTS, RVMD, ARM
Q4 2025 29$2.6BASTS, PL, RVMD, ARM, FRSH
Q3 2025 37$2.4BASTS, PL, ARM, MTSR, RVMD
Q2 2025 36$2.1BASTS, ARM, FRSH, PL, RVMD
Q1 2025 40$1.6BFRSH, ARM, ASTS, RVMD, MTSR
Q4 2024 40$1.7BGTLB, FRSH, ARM, RVMD, CRWD
Q3 2024 42$1.8BGTLB, ARM, RVMD, FRSH, CRWD
Q2 2024 42$2.0BGTLB, ARM, RVMD, CRWD, FRSH
Q1 2024 43$2.5BGTLB, CRWD, DXCM, ARM, FRSH