Fund Holdings — Alphabet Inc.

Total Portfolio Value
$2.41B
Total Bought
$98.43M
Total Sold
$193.48M
Net Transaction
-$95.06M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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PLANET LABS PBC(PL)31,942,64131,942,6410194,850414,61517.21%+219,765
METSERA INC4,961,7443,783,528-1,178,216141,162197,9928.22%+56,830
PRIME MEDICINE INC(PRME)15,062,49816,562,498+1,500,00037,20491,7563.81%+54,552
REVOLUTION MEDICINES INC(RVMD)4,133,2774,133,2770152,063193,0248.01%+40,961
MAZE THERAPEUTICS INC(MAZE)2,412,4712,412,471029,60162,5552.60%+32,954
BRIDGEBIO ONCOLOGY THERAPEUT(BBOT)02,823,126+2,823,126032,6921.36%+32,692
TEMPUS AI INC(TEM)1,551,1021,551,102098,557125,1895.20%+26,632
AST SPACEMOBILE INC(ASTS)8,943,4868,943,4860417,929438,94618.22%+21,017
FIGMA INC(FIG)0215,582+215,582011,1820.46%+11,182
DIANTHUS THERAPEUTICS INC(DNTH)208,697208,69703,8888,2120.34%+4,324
MONTE ROSA THERAPEUTICS INC(GLUE)1,464,0151,464,01506,60310,8480.45%+4,246
UIPATH INC(PATH)7,034,3377,034,337090,04094,1193.91%+4,080
RELAY THERAPEUTICS INC(RLAY)1,568,7531,568,75305,4288,1890.34%+2,761
BEAM THERAPEUTICS INC(BEAM)321,604321,60405,4707,8050.32%+2,335
SANA BIOTECHNOLOGY INC(SANA)2,812,5002,812,50007,6789,9840.41%+2,306
LYELL IMMUNOPHARMA INC(LYEL)293,256293,25602,5924,7620.20%+2,170
VERA THERAPEUTICS INC(VERA)241,264241,26405,6847,0110.29%+1,327
TENAYA THERAPEUTICS INC(TNYA)915,705915,70505591,4830.06%+925
HYPERFINE INC(HYPR)898,720898,72006471,3030.05%+656
TAYSHA GENE THERAPIES INC(TSHA)640,882640,88201,4802,0960.09%+615
BARINTHUS BIOTHERAPEUTICS PL(BRNS)1,513,6441,513,64401,4081,8920.08%+484
TSCAN THERAPEUTICS INC(TCRX)1,077,0801,077,08001,5621,9600.08%+399
GENEDX HOLDINGS CORP(WGS)22,71122,71102,0962,4470.10%+350
ALECTOR INC175,866175,86602465210.02%+274
FOGHORN THERAPEUTICS INC(FHTX)500,901500,90102,3542,4490.10%+95
EXACT SCIENCES CORP(EXK)23,20523,20501,2331,2700.05%+36
FULCRUM THERAPEUTICS INC(FULC)14,26214,2620981310.01%+33
REPLIGEN CORP(RGEN)383383048510.00%+4
QUINCE THERAPEUTICS INC(QNCX)189,122189,12203123080.01%-4
FRACTYL HEALTH INC(GUTS)662,584662,58401,0731,0540.04%-20
GITLAB INC(GTLB)2,724,7122,724,7120122,912122,8305.10%-82
AUTOLUS THERAPEUTICS PLC(AUTL)698,262698,26201,5921,1380.05%-454
SPERO THERAPEUTICS INC(SPRO)889,979889,97902,5811,6730.07%-908
OSCAR HEALTH INC(OSCR)481,988481,988010,3349,1240.38%-1,210
DEXCOM INC(DXCM)1,036,9371,036,937090,51469,7752.90%-20,739
ARM HOLDINGS PLC1,960,7841,960,7840317,137277,43111.52%-39,706
FRESHWORKS INC(FRSH)16,206,64316,206,6430241,641190,7527.92%-50,889
VERVE THERAPEUTICS INC12,168,4890-12,168,489136,6520—-136,652
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