Arkolith/Funds/Alphabet Inc.

Alphabet Inc.

CIK: 1652044Q1 2026
Active Filer
Portfolio Value
$4.0B
Positions
33
New Buys
3
6 sold
Changes
3 ↑ / 2 ↓

Top HoldingsQ1 2026

33 total positions
#SecurityValueShares% PortChangeΔ Shares
1CME GROUP INC
COM
$1.0B3.48M25.6%
NEW
2PLANET LABS PBC
COM CL A
$985.2M35.25M24.5%
ADDED
+3.31M
3AST SPACEMOBILE INC
COM CL A
$741.1M8.94M18.5%
HELD
0
4REVOLUTION MEDICINES INC
COM
$320.2M3.29M8.0%
ADDED
+3.24M
5ARM HOLDINGS PLC
SPONSORED ADS
$296.6M1.96M7.4%
HELD
0
6FRESHWORKS INC
CLASS A COM
$115.0M14.33M2.9%
HELD
0
7UIPATH INC
CL A
$78.1M7.03M1.9%
HELD
0
8TEMPUS AI INC
CL A
$70.1M1.55M1.7%
HELD
0
9PAYPAY CORP
SPONSORED ADS
$66.7M3.13M1.7%
NEW
10GITLAB INC
CLASS A COM
$59.0M2.72M1.5%
HELD
0
11PRIME MEDICINE INC
COM
$57.6M16.56M1.4%
HELD
0
12ETHOS TECHNOLOGIES INC
CL A
$42.1M3.77M1.0%
NEW
13MAZE THERAPEUTICS INC
COM
$41.4M1.39M1.0%
HELD
0
14BRIDGEBIO ONCOLOGY THERAPEUT
COM NEW
$25.3M2.82M0.6%
HELD
0
15RELAY THERAPEUTICS INC
COM
$15.6M1.56M0.4%
ADDED
+1.56M
16FRESHWORKS INC
CLASS A COM
$15.1M1.88M0.4%
REDUCED
-12,447,903
17MONTE ROSA THERAPEUTICS INC
COM
$11.3M684.3K0.3%
REDUCED
-60,673
18VERA THERAPEUTICS INC
CL A
$9.7M241.3K0.2%
HELD
0
19SANA BIOTECHNOLOGY INC
COM
$8.1M2.81M0.2%
HELD
0
20BEAM THERAPEUTICS INC
COM
$7.7M321.6K0.2%
HELD
0
21LYELL IMMUNOPHARMA INC
COM NEW
$5.9M293.3K0.1%
HELD
0
22OSCAR HEALTH INC
CL A
$5.5M482.0K0.1%
HELD
0
23FIGMA INC
CLASS A COM STK
$4.6M215.6K0.1%
HELD
0
24SPERO THERAPEUTICS INC
COM
$2.1M890.0K0.1%
HELD
0
25HYPERFINE INC
COM CL A
$971K898.7K0.0%
HELD
0
Showing top 25 of 33 positions

Filing History

Q1 202627 pos
$4.0B
Q4 202532 pos
$2.6B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 8, 2026