Alphabet Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Alphabet Inc. reported 29 stock positions worth $2.6 billion. Its top holding was Ast Spacemobile (ASTS) at 25.2% of the portfolio, followed by Planet Labs PBC (PL, 24.4%) and Revolution Medicines (RVMD, 10.3%). Compared with Q3 2025, it sold out of 8 and reduced 3. The biggest sale was an exit from Metsera (MTSR).
- Most Recent 13F
- Q2 2026
- Location
- Mountain View, CA
- CIK
- 0001652044
- Portfolio Value
- $2.6B (Q4 2025)
- SEC Filing
- 0001652044-26-000023 ↗ filed Feb 13, 2026
Holdings Value
Holdings 29 stocks · $2.6B
| ASTS Ast Spacemobile Inc. | 25.18% | 8,943,486 | $649.6M | No change |
| PL Planet Labs PBC | 24.42% | 31,942,641 | $629.9M | No change |
| RVMD Revolution Medicines Inc. | 10.33% | 3,345,102 | $266.4M | Reduce -19.1% |
| ARM Arm Holdings PLC-ADR | 8.31% | 1,960,784 | $214.3M | No change |
| FRSH Freshworks Inc. Class A | 7.70% | 16,206,643 | $198.5M | No change |
| PATH Uipath Inc. Class A | 4.47% | 7,034,337 | $115.3M | No change |
| GTLB Gitlab Inc. Class A | 3.96% | 2,724,712 | $102.3M | No change |
| TEM Tempus AI Inc. Class A | 3.55% | 1,551,102 | $91.6M | No change |
| DXCM Dexcom Inc. | 2.67% | 1,036,937 | $68.8M | No change |
| MAZE Maze Therapeutics Inc. | 2.23% | 1,388,583 | $57.5M | Reduce -42.4% |
| PRME Prime Medicine Inc. | 2.23% | 16,562,498 | $57.5M | No change |
| BBOT Bridgebio Oncology Therapeut | 1.37% | 2,823,126 | $35.3M | No change |
| RLAY Relay Therapeutics Inc. | 0.51% | 1,568,753 | $13.3M | No change |
| VERA Vera Therapeutics Inc. | 0.47% | 241,264 | $12.2M | No change |
| GLUE Monte Rosa Therapeutics Inc. | 0.45% | 744,948 | $11.7M | Reduce -49.1% |
| SANA Sana Biotechnology Inc. | 0.44% | 2,812,500 | $11.4M | No change |
| LYEL Lyell Immunopharma Inc. | 0.35% | 293,256 | $9.0M | No change |
| BEAM Beam Therapeutics Inc. | 0.35% | 321,604 | $8.9M | No change |
| FIG Figma Inc. Class A | 0.31% | 215,582 | $8.1M | No change |
| OSCR Oscar Health Inc. Class A | 0.27% | 481,988 | $6.9M | No change |
| WGS Genedx Holdings Corp. | 0.11% | 22,711 | $3.0M | No change |
| EXAS Exact Sciences Corp. | 0.09% | 23,205 | $2.4M | No change |
| SPRO Spero Therapeutics Inc. | 0.08% | 889,979 | $2.1M | No change |
| AUTL Autolus Therapeutics PLC | 0.05% | 698,262 | $1.4M | No change |
| HYPR Hyperfine Inc. | 0.03% | 898,720 | $881K | No change |
| TNYA Tenaya Therapeutics Inc. | 0.03% | 915,705 | $650K | No change |
| QUINCE THERAPEUTICS INC | 0.02% | 189,122 | $634K | No change |
| FULC Fulcrum Therapeutics Inc. | 0.01% | 14,262 | $161K | No change |
| RGEN Repligen Corp. | 0.00% | 383 | $63K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| MTSR Metsera Inc. | Sold out | 0.00% | −8.22 |
| MAZE Maze Therapeutics Inc. | Reduce -42.4% | 2.23% | −0.37 |
| DNTH Dianthus Therapeutics Inc. | Sold out | 0.00% | −0.34 |
| FHTX Foghorn Therapeutics Inc. | Sold out | 0.00% | −0.10 |
| TSHA Taysha Gene Therapies Inc. | Sold out | 0.00% | −0.09 |
| TCRX Tscan Therapeutics Inc. | Sold out | 0.00% | −0.08 |
| BRNS Barinthus Biotherapeutics PL | Sold out | 0.00% | −0.08 |
| GUTS Fractyl Health Inc. | Sold out | 0.00% | −0.04 |
| ALEC Alector Inc. | Sold out | 0.00% | −0.02 |
| GLUE Monte Rosa Therapeutics Inc. | Reduce -49.1% | 0.45% | +0.00 |
| RVMD Revolution Medicines Inc. | Reduce -19.1% | 10.33% | +2.31 |
Portfolio Buys Q3 2025 → Q4 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 28 | $99.1B | SPCX, PL, ASTS, CME, ARM |
| Q1 2026 | 26 | $4.0B | CME, PL, ASTS, RVMD, ARM |
| Q4 2025 | 29 | $2.6B | ASTS, PL, RVMD, ARM, FRSH |
| Q3 2025 | 37 | $2.4B | ASTS, PL, ARM, MTSR, RVMD |
| Q2 2025 | 36 | $2.1B | ASTS, ARM, FRSH, PL, RVMD |
| Q1 2025 | 40 | $1.6B | FRSH, ARM, ASTS, RVMD, MTSR |
| Q4 2024 | 40 | $1.7B | GTLB, FRSH, ARM, RVMD, CRWD |
| Q3 2024 | 42 | $1.8B | GTLB, ARM, RVMD, FRSH, CRWD |
| Q2 2024 | 42 | $2.0B | GTLB, ARM, RVMD, CRWD, FRSH |
| Q1 2024 | 43 | $2.5B | GTLB, CRWD, DXCM, ARM, FRSH |