Alphabet Inc.

CIK
1652044
City
Mountain View
State / Country
CA

Top Portfolio Positions

26 positions · $4,015,570,577 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
CME
Cme Group Inc.
Financial Services
3,484,020 $1,029,005,307 25.63%
PL
Planet Labs PBC
Industrials
35,248,893 $985,206,559 24.53%
ASTS
AST SpaceMobile, Inc.
Technology
8,943,486 $741,146,684 18.46%
RVMD
Revolution Medicines, Inc.
Healthcare
3,292,525 $320,198,056 7.97%
ARM
Arm Holdings PLC /Uk
Technology
1,960,784 $296,627,403 7.39%
FRSH
Freshworks Inc.
Technology
16,206,643 $130,139,343 3.24%
PATH
UiPath, Inc.
Technology
7,034,337 $78,081,140 1.94%
TEM
Tempus AI, Inc.
Healthcare
1,551,102 $70,140,832 1.75%
PAYP
PayPay Corp
Technology
3,125,000 $66,687,500 1.66%
GTLB
Gitlab Inc.
Technology
2,724,712 $58,962,767 1.47%

Portfolio Trend

25 quarters · across all stocks

Holdings in PATH

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Shares Held

Position Value (USD)

20 of 20 shown
Report Date Value (USD) Shares
2026-03-31 $78,081,140 7,034,337
2025-12-31 $115,292,783 7,034,337
2025-09-30 $94,119,429 7,034,337
2025-06-30 $90,039,513 7,034,337
2025-03-31 $72,453,671 7,034,337
2024-12-31 $89,406,423 7,034,337
2024-09-30 $90,039,513 7,034,337
2024-06-30 $89,195,393 7,034,337
2024-03-31 $159,468,419 7,034,337
2023-12-31 $174,732,931 7,034,337
2023-09-30 $240,715,011 14,068,674
2023-06-30 $233,117,927 14,068,674
2023-03-31 $247,045,915 14,068,674
2022-12-31 $178,812,846 14,068,674
2022-09-30 $177,405,978 14,068,674
2022-06-30 $255,909,179 14,068,674
2022-03-31 $303,742,671 14,068,674
2021-12-31 $606,781,909 14,068,674
2021-09-30 $924,958,926 17,581,428
2021-06-30 $1,971,721,574 29,025,785