Alphabet
Alphabet’s latest 13F equity portfolio, straight from the SEC filing on August 7, 2026. Positions are ranked by size; the ones Alphabet opened or added to this quarter are flagged. This is what a 13F shows: reported long U.S. equity positions as of the quarter-end. It is not the full picture and it is not advice.
How Alphabet invests
Derived from the 13F filing itself, not commentary.
- Highly concentrated: the top 5 positions are 81% of the reported book.
- Largest position is PL at 23.8% of the book.
- Opened 2 new positions last quarter, the biggest being PBLS.
- Net seller among existing holdings: trimmed 1 and added to 0.
- Mixed by size: 54% of measurable value sits in $10B+ companies.
- 1
$PLPlanet Labs Pbc$1.17B23.8% of book
- 2
$ASTSAst Spacemobile Inc$795M16.2% of book
- 3
$CMECme Group Inc$769M15.7% of book
- 4Arm Holdings PlcArm Holdings Plc$695M14.2% of book
- 5
$RVMDRevolution Medicines Inc$552M11.2% of book
- 6
$FRSHFreshworks Inc$164M3.3% of book
- 7
$PBLSNewParabilis Medicines Inc$135M2.7% of book
- 8
$TEMTempus Ai Inc$90M1.8% of book
- 9
$GTLBGitlab Inc$83M1.7% of book
- 10
$PATHUipath Inc$76M1.6% of book
- 11
$LIFEEthos Technologies Inc$66M1.3% of book
- 12
$PRMEPrime Medicine Inc$61M1.2% of book
- 13
$FRVONewFervo Energy Co$51M1.0% of book
- 14
$PAYPPaypay Corp$45M0.9% of book
- 15
$MAZEMaze Therapeutics Inc$41M0.8% of book
- 16
$RLAYRelay Therapeutics Inc$26M0.5% of book
- 17
$BBOTBridgebio Oncology Therapeut$22M0.4% of book
- 18
$OSCROscar Health Inc$14M0.3% of book
- 19
$BEAMBeam Therapeutics Inc$11M0.2% of book
- 20
$VERAVera Therapeutics Inc$10M0.2% of book
- 21
$SANASana Biotechnology Inc$10M0.2% of book
- 22
$GLUETrimmedMonte Rosa Therapeutics Inc$9M0.2% of book
- 23
$LYELLyell Immunopharma Inc$4M0.1% of book
- 24
$FIGFigma Inc$4M0.1% of book
- 25
$SPROSpero Therapeutics Inc$2M0.0% of book
- 26
$HYPRHyperfine Inc$1M0.0% of book
- 27
$AUTLAutolus Therapeutics Plc$1M0.0% of book
Updated Oct 15, 12:33 AM. Sourced from SEC EDGAR 13F filings. Showing the top 27 positions by value.
Common questions about Alphabet
What stocks does Alphabet own?
Alphabet reported 27 equity positions worth $4.9B in the latest 13F filed August 7, 2026. The largest by value are PL, ASTS, CME, ARM HOLDINGS PLC, RVMD, FRSH, PBLS and TEM. The full ranked list is on this page.
What is Alphabet's biggest holding?
PL is the largest reported position at $1.2B, about 23.8% of the reported book, held as 35,248,893 shares.
What did Alphabet buy recently?
Alphabet opened 2 new positions in the latest quarter. The largest new buys were PBLS and FRVO.
What did Alphabet sell recently?
Alphabet reduced 1 reported position last quarter, the largest of them being GLUE. Note that a position exited completely stops appearing in the 13F entirely, so full exits show up as a name disappearing rather than as a sale.
Is Alphabet buying or selling right now?
Across the reported book, Alphabet added to 0 positions and trimmed 1, which makes the latest quarter a net selling one. "Right now" is the important caveat: a 13F is a snapshot as of the quarter end, filed up to 45 days later, so it shows what was held then, not what is held today.
What fund does Alphabet run?
The filings on this page come from Alphabet (GOOGL), SEC CIK 1652044. That is the entity that files the 13F, which is why holdings are reported under the firm name rather than the person's name.
Is this Alphabet's current portfolio?
No. It is the most recent one that has been publicly filed. Institutional managers report holdings quarterly on Form 13F, as of the last day of the quarter, with up to 45 days to file. This page reflects the filing dated August 7, 2026 and updates automatically when the next one hits SEC EDGAR.
Does this show Alphabet's short positions or options?
Mostly no. A 13F covers reported long U.S. exchange-traded equity positions and some equity options and convertibles. Short positions are not disclosed, and neither are bonds, cash, commodities, currencies, or foreign-listed holdings. A manager with a large short book or heavy non-equity exposure can look very different in a 13F than in reality.
How do I track Alphabet's next moves?
This page rebuilds straight from SEC EDGAR, so the next 13F appears here as soon as it is filed. New stakes disclosed between quarters on Schedule 13D and 13G show up on the Smart Money page ahead of the next 13F, because those filings are due within days of crossing a 5% ownership threshold rather than at quarter end.