account_balance
Investment manager · 13F filer · SEC CIK 1652044
Alphabet Inc.
Reported value$88.3Bas of Sep 30, 2026
Positions29 4 new, 3 sold out
Top 10 weight99.5%SPCX alone is 95%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPCX Space Exploration Techn Corp 94.8% HeldCME Cme Group Inc 1.0% HeldPL Planet Labs PBC 0.7% HeldARM Arm Holdings PLC 0.6% HeldRVMD Revolution Medicines Inc 0.6% Trimmed −9%QCOM Qualcomm Inc 0.6% NewASTS Ast Spacemobile Inc 0.6% HeldFRSH Freshworks Inc 0.2% Trimmed −12%PBLS Parabilis Medicines Inc 0.2% HeldTEM Tempus Ai Inc 0.1% HeldPATH Uipath Inc 0.1% HeldLIME Neutron Holdings Inc 0.1% New
What changed