Fund HoldingsAlphabet Inc.

Total Portfolio Value
$1.84B
Total Bought
$33.62M
Total Sold
$80.03M
Net Transaction
-$46.41M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
TEMPUS AI INC(TEM)1,551,1021,551,102054,28987,7924.77%+33,504
FRESHWORKS INC(FRSH)12,336,64316,206,643+3,870,000156,552186,05210.10%+29,500
GITLAB INC(GTLB)9,758,3339,758,3330485,184502,94427.30%+17,760
PLANET LABS PBC(PL)31,942,64131,942,641059,41371,2323.87%+11,819
BENSON HILL INC0438,635+438,63503,1580.17%+3,158
OSCAR HEALTH INC(OSCR)481,988481,98807,62510,2230.55%+2,598
MONTE ROSA THERAPEUTICS INC(GLUE)1,464,0151,464,01505,4757,7590.42%+2,284
VERA THERAPEUTICS INC(VERA)241,264241,26408,72910,6640.58%+1,935
FOGHORN THERAPEUTICS INC500,901500,90102,8804,6630.25%+1,783
GENEDX HOLDINGS CORP(WGS)022,711+22,71109640.05%+964
RELAY THERAPEUTICS INC(RLAY)1,568,7531,568,753010,22811,1070.60%+879
UIPATH INC(PATH)7,034,3377,034,337089,19590,0404.89%+844
EXACT SCIENCES CORP(EXK)23,20523,20509801,5810.09%+600
DESKTOP METAL INC1,104,8711,104,87104,5635,1600.28%+597
BEAM THERAPEUTICS INC(BEAM)321,604321,60407,5357,8790.43%+344
DIANTHUS THERAPEUTICS INC(DNTH)208,697208,69705,4015,7140.31%+313
HYPERFINE INC898,720898,72007649710.05%+207
AUTOLUS THERAPEUTICS PLC698,262698,26202,4302,5350.14%+105
SPERO THERAPEUTICS INC889,979889,97901,1571,1930.06%+36
ALECTOR INC175,866175,86607988200.04%+21
REPLIGEN CORP(RGEN)383383048570.00%+9
QUINCE THERAPEUTICS INC189,122189,12201421480.01%+6
CUE HEALTH INC27,00027,0000000
INVITAE CORP235,606235,6060000
FULCRUM THERAPEUTICS INC14,26214,262088510.00%-38
TAYSHA GENE THERAPIES INC(TSHA)640,882640,88201,4361,2880.07%-147
BARINTHUS BIOTHERAPEUTICS PL1,513,6441,513,64402,1191,8010.10%-318
KRONOS BIO INC1,438,2321,438,23201,7831,4380.08%-345
LYELL IMMUNOPHARMA INC5,865,1255,865,12508,5048,0940.44%-411
VERVE THERAPEUTICS INC12,349,08612,349,086060,26459,7703.24%-494
RAPT THERAPEUTICS INC540,270540,27001,6481,0860.06%-562
RANI THERAPEUTICS HLDGS INC448,492448,49201,7049690.05%-736
TSCAN THERAPEUTICS INC1,077,0801,077,08006,3015,3640.29%-937
TENAYA THERAPEUTICS INC915,705915,70502,8391,7670.10%-1,071
FRACTYL HEALTH INC662,584662,58402,8291,6760.09%-1,153
BENSON HILL INC15,352,2710-15,352,2712,3030-2,303
SANA BIOTECHNOLOGY INC(SANA)2,812,5002,812,500015,35611,7000.64%-3,656
ILLUMINA INC(ILMN)53,4700-53,4705,5810-5,581
REVOLUTION MEDICINES INC(RVMD)5,307,0754,256,175-1,050,900205,968193,01810.48%-12,950
PRIME MEDICINE INC15,062,49815,062,498077,42158,2923.16%-19,129
ARM HOLDINGS PLC1,960,7841,960,7840320,823280,41215.22%-40,412
CROWDSTRIKE HLDGS INC(CRWD)427,895427,8950163,965120,0126.52%-43,953
DEXCOM INC(DXCM)1,036,9371,036,9370117,56869,5163.77%-48,052
SNOWFLAKE INC(SNOW)535,604114,554-421,05072,35513,1580.71%-59,197
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