Fund HoldingsAlphabet Inc.

Total Portfolio Value
$2.16B
Total Bought
$585.04M
Total Sold
$239.05M
Net Transaction
+$346.00M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
DEXCOM INC(DXCM)654,8543,681,885+3,027,03161,098456,88521.18%+395,787
REVOLUTION MEDICINES INC(RVMD)05,301,512+5,301,5120152,0477.05%+152,047
CROWDSTRIKE HLDGS INC(CRWD)1,283,6831,283,6830214,863327,75015.20%+112,887
GITLAB INC(GTLB)2,647,3122,647,3120119,711166,6757.73%+46,963
ARM HOLDINGS PLC1,960,7841,960,7840104,941147,3436.83%+42,402
VERVE THERAPEUTICS INC10,549,08612,349,086+1,800,000139,881172,1467.98%+32,265
SNOWFLAKE INC(SNOW)535,604535,604081,824106,5854.94%+24,761
FRESHWORKS INC(FRSH)4,035,5954,035,595080,38994,7964.40%+14,407
INVIVYD INC5,680,7855,680,78509,65722,3821.04%+12,725
RAPT THERAPEUTICS INC540,270540,27008,97913,4260.62%+4,446
NEUMORA THERAPEUTICS INC.199,608404,732+205,1242,8166,9010.32%+4,084
RELAY THERAPEUTICS INC(RLAY)1,568,7531,568,753013,19317,2720.80%+4,079
TSCAN THERAPEUTICS INC1,077,0801,077,08002,7576,2790.29%+3,522
AUTOLUS THERAPEUTICS PLC698,262698,26201,6274,4970.21%+2,870
LYELL IMMUNOPHARMA INC5,865,1255,865,12508,62211,3780.53%+2,757
MONTE ROSA THERAPEUTICS INC(GLUE)1,464,0151,464,01507,0138,2720.38%+1,259
BEAM THERAPEUTICS INC(BEAM)321,604321,60407,7358,7540.41%+1,019
BARINTHUS BIOTHERAPEUTICS PL1,513,6441,513,64404,6775,5850.26%+908
SCIENCE 37 HOLDINGS INC0160,364+160,36408560.04%+856
FOGHORN THERAPEUTICS INC500,901500,90102,5053,2310.15%+726
TENAYA THERAPEUTICS INC915,705915,70502,3352,9670.14%+632
SANA BIOTECHNOLOGY INC(SANA)2,812,5002,812,500010,88411,4750.53%+591
RANI THERAPEUTICS HLDGS INC448,492448,49209731,4890.07%+516
VERA THERAPEUTICS INC(VERA)301,580301,58004,1354,6380.22%+504
ALECTOR INC175,866175,86601,1401,4030.07%+264
SPERO THERAPEUTICS INC889,979889,97901,0771,3080.06%+231
EXACT SCIENCES CORP(EXK)23,20523,20501,5831,7170.08%+134
ILLUMINA INC(ILMN)53,47053,47007,3407,4450.35%+105
FULCRUM THERAPEUTICS INC14,26214,262063960.00%+33
REPLIGEN CORP(RGEN)383383061690.00%+8
INVITAE CORP235,606235,60601441480.01%+5
CUE HEALTH INC27,00027,00001240.00%-8
QUINCE THERAPEUTICS INC189,122189,12202121990.01%-13
MONDEE HOLDINGS INC18,42018,420066510.00%-15
KRONOS BIO INC1,438,2321,438,23201,8701,7980.08%-72
EVELO BIOSCIENCES INC53,0240-53,0242080-208
DIANTHUS THERAPEUTICS INC(DNTH)208,697208,69702,8532,1700.10%-682
HYPERFINE INC898,720898,72001,8421,0070.05%-836
TAYSHA GENE THERAPIES INC(TSHA)640,882640,88202,0251,1340.05%-891
SCIENCE 37 HOLDINGS INC3,207,2600-3,207,2601,2830-1,283
BENSON HILL INC15,352,27115,352,27105,0662,6100.12%-2,456
PLANET LABS PBC(PL)31,942,64131,942,641083,05178,8983.66%-4,153
DESKTOP METAL INC11,048,73011,048,730016,1318,2870.38%-7,845
PRIME MEDICINE INC11,862,49811,862,4980113,168105,1024.87%-8,066
OSCAR HEALTH INC(OSCR)14,477,3741,629,087-12,848,28780,63914,9060.69%-65,733
UIPATH INC(PATH)14,068,6747,034,337-7,034,337240,715174,7338.10%-65,982
EQRX INC47,675,4760-47,675,476105,8400-105,840
Page 1 of 1