Fund HoldingsAlphabet Inc.

Total Portfolio Value
$1.56B
Total Bought
$110.61M
Total Sold
$258.92M
Net Transaction
-$148.31M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ARM HOLDINGS PLC01,960,784+1,960,7840104,9416.74%+104,941
CROWDSTRIKE HLDGS INC(CRWD)1,283,6831,283,6830188,535214,86313.80%+26,328
EQRX INC47,675,47647,675,476088,676105,8406.80%+17,163
FRESHWORKS INC(FRSH)4,035,5954,035,595070,94680,3895.16%+9,443
UIPATH INC(PATH)14,068,67414,068,6740233,118240,71515.46%+7,597
INVIVYD INC5,680,7855,680,78505,9659,6570.62%+3,693
DIANTHUS THERAPEUTICS INC(DNTH)0208,697+208,69702,8530.18%+2,853
NEUMORA THERAPEUTICS INC.0199,608+199,60802,8160.18%+2,816
TAYSHA GENE THERAPIES INC(TSHA)640,882640,88204232,0250.13%+1,602
VACCITECH PLC1,513,6441,513,64403,1184,6770.30%+1,559
SCIENCE 37 HOLDINGS INC3,207,2603,207,26006741,2830.08%+609
ALECTOR INC175,866175,86601,0571,1400.07%+83
TSCAN THERAPEUTICS INC1,077,0801,077,08002,6932,7570.18%+65
EVELO BIOSCIENCES INC53,02453,02401722080.01%+36
FULCRUM THERAPEUTICS INC14,26214,262047630.00%+16
REPLIGEN CORP(RGEN)383383054610.00%+7
CUE HEALTH INC27,00027,000010120.00%+2
AUTOLUS THERAPEUTICS PLC698,262698,26201,6621,6270.10%-35
QUINCE THERAPEUTICS INC189,122189,12202862120.01%-74
HYPERFINE INC898,720898,72001,9321,8420.12%-90
MONDEE HOLDINGS INC18,42018,4200164660.00%-98
INVITAE CORP235,606235,60602661440.01%-123
SPERO THERAPEUTICS INC889,979889,97901,2901,0770.07%-214
Oportun Finl Corp94,7880-94,7885660-566
EXACT SCIENCES CORP(EXK)23,20523,20502,1791,5830.10%-596
KRONOS BIO INC1,438,2321,438,23202,4741,8700.12%-604
VERA THERAPEUTICS INC(VERA)301,580301,58004,8404,1350.27%-706
RANI THERAPEUTICS HLDGS INC448,492448,49201,8489730.06%-875
FOGHORN THERAPEUTICS INC500,901500,90103,5262,5050.16%-1,022
RAPT THERAPEUTICS INC540,270540,270010,1038,9790.58%-1,124
BEAM THERAPEUTICS INC(BEAM)321,604321,604010,2697,7350.50%-2,534
Magenta Therapeutics Inc.3,339,1380-3,339,1382,5380-2,538
ILLUMINA INC(ILMN)53,47053,470010,0257,3400.47%-2,685
MONTE ROSA THERAPEUTICS INC(GLUE)1,464,0151,464,015010,0297,0130.45%-3,016
TENAYA THERAPEUTICS INC915,705915,70505,3752,3350.15%-3,040
DESKTOP METAL INC11,048,73011,048,730019,55616,1311.04%-3,425
SANA BIOTECHNOLOGY INC(SANA)2,812,5002,812,500016,76310,8840.70%-5,878
Robinhood Mkts Inc(HOOD)612,2140-612,2146,1100-6,110
Decibel Therapeutics Inc.1,636,2580-1,636,2586,3000-6,300
RELAY THERAPEUTICS INC(RLAY)1,568,7531,568,753019,70413,1930.85%-6,510
LYELL IMMUNOPHARMA INC5,865,1255,865,125018,6518,6220.55%-10,029
SNOWFLAKE INC(SNOW)535,604535,604094,25681,8245.26%-12,431
BENSON HILL INC15,352,27115,352,271019,9585,0660.33%-14,892
GITLAB INC(GTLB)2,647,3122,647,3120135,304119,7117.69%-15,593
PLANET LABS PBC(PL)31,942,64131,942,6410102,85583,0515.33%-19,804
Lyft Inc(LYFT)3,702,0540-3,702,05435,5030-35,503
VERVE THERAPEUTICS INC10,549,08610,549,0860197,795139,8818.98%-57,914
PRIME MEDICINE INC11,862,49811,862,4980173,786113,1687.27%-60,617
DEXCOM INC(DXCM)1,212,806654,854-557,952155,85861,0983.92%-94,760
OSCAR HEALTH INC(OSCR)24,042,86414,477,374-9,565,490193,78580,6395.18%-113,147
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