Alphabet Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Alphabet Inc. reported 40 stock positions worth $1.6 billion. Its top holding was Freshworks Class A (FRSH) at 14.5% of the portfolio, followed by Arm Holdings PLC-ADR (ARM, 13.3%) and Ast Spacemobile (ASTS, 12.9%). Compared with Q4 2024, it opened 3 new positions, sold out of 3 and reduced 2. The biggest buy was a new position in Ast Spacemobile (ASTS) and the biggest sale Gitlab Class A (GTLB, shares −55%).

Most Recent 13F
Q2 2026
Location
Mountain View, CA
CIK
0001652044
Portfolio Value
$1.6B (Q1 2025)
SEC Filing
0001652044-25-000045 ↗ filed May 2, 2025

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 $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 40 stocks · $1.6B
FRSH Freshworks Inc. Class A 14.50% 16,206,643 $228.7M No change
ARM Arm Holdings PLC-ADR 13.28% 1,960,784 $209.4M No change
ASTS Ast Spacemobile Inc. 12.90% 8,943,486 $203.4M New
RVMD Revolution Medicines Inc. 9.27% 4,133,277 $146.2M No change
MTSR Metsera Inc. 8.56% 4,961,744 $135.1M New
GTLB Gitlab Inc. Class A 8.12% 2,724,712 $128.1M Reduce -55.3%
PL Planet Labs PBC 6.85% 31,942,641 $108.0M No change
TEM Tempus AI Inc. Class A 4.74% 1,551,102 $74.8M No change
PATH Uipath Inc. Class A 4.59% 7,034,337 $72.5M No change
DXCM Dexcom Inc. 4.49% 1,036,937 $70.8M No change
VERV Verve Therapeutics Inc. 3.58% 12,349,086 $56.4M No change
PRME Prime Medicine Inc. 1.90% 15,062,498 $30.0M No change
MAZE Maze Therapeutics Inc. 1.68% 2,412,471 $26.6M New
CRWD CrowdStrike Holdings Inc. Class A 1.66% 74,230 $26.2M Reduce -82.7%
GLUE Monte Rosa Therapeutics Inc. 0.43% 1,464,015 $6.8M No change
OSCR Oscar Health Inc. Class A 0.40% 481,988 $6.3M No change
BEAM Beam Therapeutics Inc. 0.40% 321,604 $6.3M No change
VERA Vera Therapeutics Inc. 0.37% 241,264 $5.8M No change
DM Desktop Metal Inc. Class A 0.34% 1,104,871 $5.4M No change
SANA Sana Biotechnology Inc. 0.30% 2,812,500 $4.7M No change
RLAY Relay Therapeutics Inc. 0.26% 1,568,753 $4.1M No change
DNTH Dianthus Therapeutics Inc. 0.24% 208,697 $3.8M No change
LYEL Lyell Immunopharma Inc. 0.20% 5,865,125 $3.2M No change
WGS Genedx Holdings Corp. 0.13% 22,711 $2.0M No change
FHTX Foghorn Therapeutics Inc. 0.12% 500,901 $1.8M No change
TCRX Tscan Therapeutics Inc. 0.09% 1,077,080 $1.5M No change
BRNS Barinthus Biotherapeutics PL 0.09% 1,513,644 $1.5M No change
KRON Kronos Bio Inc. 0.08% 1,438,232 $1.2M No change
AUTL Autolus Therapeutics PLC 0.07% 698,262 $1.1M No change
EXAS Exact Sciences Corp. 0.06% 23,205 $1.0M No change
TSHA Taysha Gene Therapies Inc. 0.06% 640,882 $891K No change
GUTS Fractyl Health Inc. 0.05% 662,584 $788K No change
HYPR Hyperfine Inc. 0.04% 898,720 $647K No change
SPRO Spero Therapeutics Inc. 0.04% 889,979 $641K No change
RANI Rani Therapeutics Holdings Class A 0.04% 448,492 $565K No change
TNYA Tenaya Therapeutics Inc. 0.03% 915,705 $522K No change
QUINCE THERAPEUTICS INC 0.02% 189,122 $252K No change
ALEC Alector Inc. 0.01% 175,866 $216K No change
RGEN Repligen Corp. 0.00% 383 $49K No change
FULC Fulcrum Therapeutics Inc. 0.00% 14,262 $41K No change

Portfolio Sells Q4 2024 → Q1 2025
GTLB Gitlab Inc. Class A Reduce -55.3% 8.12% −11.86
CRWD CrowdStrike Holdings Inc. Class A Reduce -82.7% 1.66% −6.86
BHILQ Benson Hill Inc. Sold out 0.00% −0.05
HLTHQ Cue Health Inc. Sold out 0.00% 0.00
NVTAQ Invitae Corp. Sold out 0.00% 0.00

Portfolio Buys Q4 2024 → Q1 2025
ASTS Ast Spacemobile Inc. New 12.90% +12.90
MTSR Metsera Inc. New 8.56% +8.56
MAZE Maze Therapeutics Inc. New 1.68% +1.68

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