Alphabet Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), Alphabet Inc. reported 42 stock positions worth $2.0 billion. Its top holding was Gitlab Class A (GTLB) at 24.6% of the portfolio, followed by Arm Holdings PLC-ADR (ARM, 16.3%) and Revolution Medicines (RVMD, 10.4%). Compared with Q1 2024, it opened 1 new position, sold out of 2, added to 1 and reduced 2. The biggest buy was Revolution Medicines (RVMD, shares +0%) and the biggest sale Dexcom (DXCM, shares −42%).

Most Recent 13F
Q2 2026
Location
Mountain View, CA
CIK
0001652044
Portfolio Value
$2.0B (Q2 2024)
SEC Filing
0001652044-24-000082 ↗ filed Aug 2, 2024

Holdings Value

0$20.0B$40.0B$60.0B$80.0B$100.0B Q1 2024: $2.5B Q1 2024 Q2 2024: $2.0B $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 42 stocks · $2.0B
GTLB Gitlab Inc. Class A 24.58% 9,758,333 $485.2M No change
ARM Arm Holdings PLC-ADR 16.25% 1,960,784 $320.8M No change
RVMD Revolution Medicines Inc. 10.43% 5,307,075 $206.0M Add +0.1%
CRWD CrowdStrike Holdings Inc. Class A 8.31% 427,895 $164.0M Reduce -50.0%
FRSH Freshworks Inc. Class A 7.93% 12,336,643 $156.6M No change
DXCM Dexcom Inc. 5.96% 1,036,937 $117.6M Reduce -42.1%
PATH Uipath Inc. Class A 4.52% 7,034,337 $89.2M No change
PRME Prime Medicine Inc. 3.92% 15,062,498 $77.4M No change
SNOW Snowflake Inc. 3.66% 535,604 $72.4M No change
VERV Verve Therapeutics Inc. 3.05% 12,349,086 $60.3M No change
PL Planet Labs PBC 3.01% 31,942,641 $59.4M No change
TEM Tempus AI Inc. Class A 2.75% 1,551,102 $54.3M New
SANA Sana Biotechnology Inc. 0.78% 2,812,500 $15.4M No change
RLAY Relay Therapeutics Inc. 0.52% 1,568,753 $10.2M No change
VERA Vera Therapeutics Inc. 0.44% 241,264 $8.7M No change
LYEL Lyell Immunopharma Inc. 0.43% 5,865,125 $8.5M No change
OSCR Oscar Health Inc. Class A 0.39% 481,988 $7.6M No change
BEAM Beam Therapeutics Inc. 0.38% 321,604 $7.5M No change
TCRX Tscan Therapeutics Inc. 0.32% 1,077,080 $6.3M No change
ILMN Illumina Inc. 0.28% 53,470 $5.6M No change
GLUE Monte Rosa Therapeutics Inc. 0.28% 1,464,015 $5.5M No change
DNTH Dianthus Therapeutics Inc. 0.27% 208,697 $5.4M No change
DM Desktop Metal Inc. Class A 0.23% 1,104,871 $4.6M No change
FHTX Foghorn Therapeutics Inc. 0.15% 500,901 $2.9M No change
TNYA Tenaya Therapeutics Inc. 0.14% 915,705 $2.8M No change
GUTS Fractyl Health Inc. 0.14% 662,584 $2.8M No change
AUTL Autolus Therapeutics PLC 0.12% 698,262 $2.4M No change
BENSON HILL INC 0.12% 15,352,271 $2.3M No change
BRNS Barinthus Biotherapeutics PL 0.11% 1,513,644 $2.1M No change
KRON Kronos Bio Inc. 0.09% 1,438,232 $1.8M No change
RANI Rani Therapeutics Holdings Class A 0.09% 448,492 $1.7M No change
RAPT THERAPEUTICS INC 0.08% 540,270 $1.6M No change
TSHA Taysha Gene Therapies Inc. 0.07% 640,882 $1.4M No change
SPRO Spero Therapeutics Inc. 0.06% 889,979 $1.2M No change
EXAS Exact Sciences Corp. 0.05% 23,205 $980K No change
ALEC Alector Inc. 0.04% 175,866 $798K No change
HYPR Hyperfine Inc. 0.04% 898,720 $764K No change
QUINCE THERAPEUTICS INC 0.01% 189,122 $142K No change
FULC Fulcrum Therapeutics Inc. 0.00% 14,262 $88K No change
RGEN Repligen Corp. 0.00% 383 $48K No change
HLTHQ Cue Health Inc. 0.00% 27,000 $0 No change
NVTAQ Invitae Corp. 0.00% 235,606 $0 No change

Portfolio Sells Q1 2024 → Q2 2024
DXCM Dexcom Inc. Reduce -42.1% 5.96% −3.93
CRWD CrowdStrike Holdings Inc. Class A Reduce -50.0% 8.31% −2.61
IVVD Invivyd Inc. Sold out 0.00% −0.80
MOND Mondee Holdings Inc. Sold out 0.00% −0.00

Portfolio Buys Q1 2024 → Q2 2024
RVMD Revolution Medicines Inc. Add +0.1% 10.43% +3.64
TEM Tempus AI Inc. Class A New 2.75% +2.75

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