Alphabet Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), Alphabet Inc. reported 43 stock positions worth $2.5 billion. Its top holding was Gitlab Class A (GTLB) at 22.6% of the portfolio, followed by CrowdStrike Class A (CRWD, 10.9%) and Dexcom (DXCM, 9.9%). Compared with Q4 2023, it opened 1 new position, sold out of 2, added to 3 and reduced 5. The biggest buy was Gitlab Class A (GTLB, shares +269%) and the biggest sale Dexcom (DXCM, shares −51%).

Most Recent 13F
Q2 2026
Location
Mountain View, CA
CIK
0001652044
Portfolio Value
$2.5B (Q1 2024)
SEC Filing
0001652044-24-000057 ↗ filed May 3, 2024

Holdings Value

0$20.0B$40.0B$60.0B$80.0B$100.0B Q1 2024: $2.5B $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 Q2 2026

Holdings 43 stocks · $2.5B
GTLB Gitlab Inc. Class A 22.64% 9,758,333 $569.1M Add +268.6%
CRWD CrowdStrike Holdings Inc. Class A 10.91% 855,789 $274.4M Reduce -33.3%
DXCM Dexcom Inc. 9.88% 1,790,773 $248.4M Reduce -51.4%
ARM Arm Holdings PLC-ADR 9.75% 1,960,784 $245.1M No change
FRSH Freshworks Inc. Class A 8.94% 12,336,643 $224.7M Add +205.7%
RVMD Revolution Medicines Inc. 6.80% 5,301,512 $170.9M No change
VERV Verve Therapeutics Inc. 6.52% 12,349,086 $164.0M No change
PATH Uipath Inc. Class A 6.34% 7,034,337 $159.5M No change
PRME Prime Medicine Inc. 4.19% 15,062,498 $105.4M Add +27.0%
SNOW Snowflake Inc. 3.44% 535,604 $86.6M No change
PL Planet Labs PBC 3.24% 31,942,641 $81.5M No change
SANA Sana Biotechnology Inc. 1.12% 2,812,500 $28.1M No change
IVVD Invivyd Inc. 0.80% 4,527,122 $20.1M Reduce -20.3%
LYEL Lyell Immunopharma Inc. 0.52% 5,865,125 $13.1M No change
RLAY Relay Therapeutics Inc. 0.52% 1,568,753 $13.0M No change
BEAM Beam Therapeutics Inc. 0.42% 321,604 $10.6M No change
VERA Vera Therapeutics Inc. 0.41% 241,264 $10.4M Reduce -20.0%
GLUE Monte Rosa Therapeutics Inc. 0.41% 1,464,015 $10.3M No change
DESKTOP METAL INC 0.39% 11,048,730 $9.7M No change
TCRX Tscan Therapeutics Inc. 0.34% 1,077,080 $8.6M No change
ILMN Illumina Inc. 0.29% 53,470 $7.3M No change
OSCR Oscar Health Inc. Class A 0.29% 481,988 $7.2M Reduce -70.4%
DNTH Dianthus Therapeutics Inc. 0.25% 208,697 $6.3M No change
GUTS Fractyl Health Inc. 0.20% 662,584 $4.9M New
RAPT THERAPEUTICS INC 0.19% 540,270 $4.9M No change
TNYA Tenaya Therapeutics Inc. 0.19% 915,705 $4.8M No change
AUTL Autolus Therapeutics PLC 0.18% 698,262 $4.5M No change
BRNS Barinthus Biotherapeutics PL 0.14% 1,513,644 $3.6M No change
FHTX Foghorn Therapeutics Inc. 0.13% 500,901 $3.4M No change
BENSON HILL INC 0.12% 15,352,271 $3.1M No change
KRON Kronos Bio Inc. 0.07% 1,438,232 $1.9M No change
TSHA Taysha Gene Therapies Inc. 0.07% 640,882 $1.8M No change
EXAS Exact Sciences Corp. 0.06% 23,205 $1.6M No change
SPRO Spero Therapeutics Inc. 0.06% 889,979 $1.5M No change
RANI Rani Therapeutics Holdings Class A 0.06% 448,492 $1.4M No change
ALEC Alector Inc. 0.04% 175,866 $1.1M No change
HYPR Hyperfine Inc. 0.04% 898,720 $899K No change
QUINCE THERAPEUTICS INC 0.01% 189,122 $200K No change
FULC Fulcrum Therapeutics Inc. 0.01% 14,262 $135K No change
RGEN Repligen Corp. 0.00% 383 $70K No change
MOND Mondee Holdings Inc. 0.00% 18,420 $43K No change
HLTHQ Cue Health Inc. 0.00% 27,000 $5K No change
NVTAQ Invitae Corp. 0.00% 235,606 $0 No change

Portfolio Sells Q4 2023 → Q1 2024
DXCM Dexcom Inc. Reduce -51.4% 9.88% −11.30
CRWD CrowdStrike Holdings Inc. Class A Reduce -33.3% 10.91% −4.28
OSCR Oscar Health Inc. Class A Reduce -70.4% 0.29% −0.41
NMRA Neumora Therapeutics Inc. Sold out 0.00% −0.32
IVVD Invivyd Inc. Reduce -20.3% 0.80% −0.24
SNCE Science 37 Holdings Inc. Sold out 0.00% −0.04
VERA Vera Therapeutics Inc. Reduce -20.0% 0.41% +0.20

Portfolio Buys Q4 2023 → Q1 2024
GTLB Gitlab Inc. Class A Add +268.6% 22.64% +14.91
FRSH Freshworks Inc. Class A Add +205.7% 8.94% +4.54
GUTS Fractyl Health Inc. New 0.20% +0.20
PRME Prime Medicine Inc. Add +27.0% 4.19% −0.68

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