Fund Holdings

Alphabet Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CME GROUP INC(CME)03,484,020+3,484,02001,029,005,30725.63%+1,029,005,307
PLANET LABS PBC(PL)31,942,64135,248,893+3,306,252629,908,881985,206,58224.53%+355,297,701
AST SPACEMOBILE INC(ASTS)8,943,4868,943,4860649,565,388741,146,68518.46%+91,581,297
ARM HOLDINGS PLC1,960,7841,960,7840214,333,299296,627,4047.39%+82,294,105
PAYPAY CORP(PAYP)03,125,000+3,125,000066,687,5001.66%+66,687,500
REVOLUTION MEDICINES INC(RVMD)3,345,1023,292,525-52,577266,437,374320,198,0567.97%+53,760,682
ETHOS TECHNOLOGIES INC(LIFE)03,770,156+3,770,156042,112,6431.05%+42,112,643
RELAY THERAPEUTICS INC(RLAY)1,568,7531,564,173-4,58013,271,65115,563,5210.39%+2,291,870
PRIME MEDICINE INC16,562,49816,562,498057,471,86857,637,4931.44%+165,625
HYPERFINE INC898,720898,7200880,746970,6180.02%+89,872
SPERO THERAPEUTICS INC889,979889,97902,073,6512,082,5510.05%+8,900
TENAYA THERAPEUTICS INC915,705915,7050650,151631,8360.02%-18,315
REPLIGEN CORP(RGEN)3830-38362,7580-62,758
FULCRUM THERAPEUTICS INC14,2620-14,262161,3030-161,303
MONTE ROSA THERAPEUTICS INC(GLUE)744,948684,275-60,67311,680,78511,256,3240.28%-424,461
AUTOLUS THERAPEUTICS PLC698,262698,26201,389,541963,6020.02%-425,939
QUINCE THERAPEUTICS INC189,1220-189,122633,5590-633,559
BEAM THERAPEUTICS INC(BEAM)321,604321,60408,914,8637,663,8230.19%-1,251,040
OSCAR HEALTH INC(OSCR)481,988481,98806,926,1685,528,4020.14%-1,397,766
EXACT SCIENCES CORP(EXK)23,2050-23,2052,356,7000-2,356,700
VERA THERAPEUTICS INC(VERA)241,264241,264012,217,6099,706,0510.24%-2,511,558
GENEDX HOLDINGS CORP(WGS)22,7110-22,7112,953,7930-2,953,793
LYELL IMMUNOPHARMA INC293,256293,25609,026,4205,882,7150.15%-3,143,705
SANA BIOTECHNOLOGY INC2,812,5002,812,500011,446,8758,100,0000.20%-3,346,875
FIGMA INC(FIG)215,582215,58208,056,2994,557,4030.11%-3,498,896
BRIDGEBIO ONCOLOGY THERAPEUT2,823,1262,823,126035,345,53825,266,9780.63%-10,078,560
MAZE THERAPEUTICS INC(MAZE)1,388,5831,388,583057,528,99441,449,2031.03%-16,079,791
TEMPUS AI INC(TEM)1,551,1021,551,102091,592,57370,140,8321.75%-21,451,741
UIPATH INC(PATH)7,034,3377,034,3370115,292,78378,081,1411.94%-37,211,642
GITLAB INC(GTLB)2,724,7122,724,7120102,258,44158,962,7681.47%-43,295,673
FRESHWORKS INC(FRSH)16,206,64316,206,6430198,531,377130,139,3433.24%-68,392,034
DEXCOM INC(DXCM)1,036,9370-1,036,93768,821,5090-68,821,509
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