Alphabet Inc.
Top Portfolio Positions
26 positions ·
$4,015,570,577 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 TEM
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,140,832 | 1,551,102 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $91,592,573 | 1,551,102 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $125,189,442 | 1,551,102 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $98,557,021 | 1,551,102 | Shares | Defined | 2025-08-01 | |
| 2024-12-31 | $52,365,203 | 1,551,102 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $87,792,373 | 1,551,102 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $54,288,570 | 1,551,102 | Shares | Defined | 2024-08-02 | |
| No 13F history on record for this holder in this stock. | ||||||