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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Alphabet – Alphabet Inc.

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
28
Portfolio value:
$99,082,056,000
Filed:
Aug 7, 2026
Style:
AI Leader / Strategic
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 7, 263 new3 reduced1 exited
≡SPACE EXPLORATION TECHN CORPBuy551,189,50095.05
≡RVMD – REVOLUTION MEDICINES INCReduce 11.00%−345,906−7.42
≡RLAY – RELAY THERAPEUTICS INCReduce 10.00%−154,144−0.36
≡GLUE – MONTE ROSA THERAPEUTICS INCReduce 46.00%−311,801−0.27
≡PARABILIS MEDICINES INCBuy4,919,4980.14
≡FERVO ENERGY COBuy1,760,7320.05
≡TNYA – TENAYA THERAPEUTICS INCSell−915,705−0.02
Q1 2026filed May 8, 263 new1 added1 reduced6 exited
≡CME – CME GROUP INCBuy3,484,02025.63
≡DXCM – DEXCOM INCSell−1,036,937−2.67
≡PAYPAY CORPBuy3,125,0001.66
≡ETHOS TECHNOLOGIES INCBuy3,770,1561.05
Q4 2025filed Feb 13, 263 reduced8 exited
≡METSERA INCSell−3,783,528−8.22
≡RVMD – REVOLUTION MEDICINES INCReduce 19.00%−788,1752.31
≡MAZE – MAZE THERAPEUTICS INCReduce 42.00%−1,023,888−0.37
≡DNTH – DIANTHUS THERAPEUTICS INCSell−208,697−0.34
Q3 2025filed Nov 7, 252 new1 added1 reduced1 exited
≡VERVE THERAPEUTICS INCSell−12,168,489−6.40
≡PRME – PRIME MEDICINE INCAdd 10.00%1,500,0002.07
≡METSERA INCReduce 24.00%−1,178,2161.61
≡BBOT – BRIDGEBIO ONCOLOGY THERAPEUTBuy2,823,1261.36
Q2 2025filed Aug 1, 251 new5 exited
≡CRWD – CROWDSTRIKE HLDGS INCSell−74,230−1.66
≡DESKTOP METAL INCSell−1,104,871−0.34
≡LYELL IMMUNOPHARMA INCSell−5,865,125−0.20
≡LYEL – LYELL IMMUNOPHARMA INCBuy293,2560.12
≡
Q1 2025filed May 2, 253 new2 reduced3 exited
≡ASTS – AST SPACEMOBILE INCBuy8,943,48612.90
≡GTLB – GITLAB INCReduce 55.00%−3,366,526−11.86
≡METSERA INCBuy4,961,7448.56
≡CRWD – CROWDSTRIKE HLDGS INCReduce 83.00%−353,665−6.86
Q4 2024filed Feb 7, 252 new1 reduced2 exited
≡GTLB – GITLAB INCReduce 38.00%−3,667,095−7.32
≡SNOW – SNOWFLAKE INCSell−114,554−0.71
≡RAPT THERAPEUTICS INCSell−540,270−0.06
≡HLTHQ – CUE HEALTH INCBuy27,0000.00
Q3 2024filed Nov 8, 242 new1 added2 reduced2 exited
≡SNOW – SNOWFLAKE INCReduce 79.00%−421,050−2.95
≡FRSH – FRESHWORKS INCAdd 31.00%3,870,0002.17
≡ILMN – ILLUMINA INCSell−53,470−0.28
≡BENSON HILL INCBuy438,6350.17
Q2 2024filed Aug 2, 242 new2 reduced4 exited
≡DXCM – DEXCOM INCReduce 42.00%−753,836−3.93
≡TEM – TEMPUS AI INCBuy1,551,1022.75
≡CRWD – CROWDSTRIKE HLDGS INCReduce 50.00%−427,894−2.61
≡IVVD – INVIVYD INCSell−4,527,122−0.80
Q1 2024filed May 3, 241 new3 added5 reduced3 exited
≡GTLB – GITLAB INCAdd 269.00%7,111,02114.91
≡DXCM – DEXCOM INCReduce 51.00%−1,891,112−11.30
≡FRSH – FRESHWORKS INCAdd 206.00%8,301,0484.54
≡CRWD – CROWDSTRIKE HLDGS INCReduce 33.00%−427,894
Q4 2023filed Feb 9, 242 new3 added2 reduced3 exited
≡DXCM – DEXCOM INCAdd 462.00%3,027,03117.26
≡PATH – UIPATH INCReduce 50.00%−7,034,337−7.36
≡RVMD – REVOLUTION MEDICINES INCBuy5,301,5127.05
≡EQRX INCSell−47,675,476−6.80
Q3 2023filed Nov 13, 233 new2 reduced5 exited
≡ARM – ARM HOLDINGS PLCBuy1,960,7846.74
≡OSCR – OSCAR HEALTH INCReduce 40.00%−9,565,490−5.23
≡DXCM – DEXCOM INCReduce 46.00%−557,952−4.45
≡LYFT – Lyft IncSell−3,702,054−1.91
≡
GLUE – MONTE ROSA THERAPEUTICS INC
Reduce 8.00%
−60,673
−0.17
≡PL – PLANET LABS PBCAdd 10.00%3,306,2520.12
≡WGS – GENEDX HOLDINGS CORPSell−22,711−0.11
≡EXACT SCIENCES CORPSell−23,205−0.09
≡QNCX – QUINCE THERAPEUTICS INCSell−189,122−0.02
≡FULC – FULCRUM THERAPEUTICS INCSell−14,262−0.01
≡RGEN – REPLIGEN CORPSell−383−0.00
≡
FHTX – FOGHORN THERAPEUTICS INC
Sell
−500,901
−0.10
≡TSHA – TAYSHA GENE THERAPIES INCSell−640,882−0.09
≡TCRX – TSCAN THERAPEUTICS INCSell−1,077,080−0.08
≡BRNS – BARINTHUS BIOTHERAPEUTICS PLSell−1,513,644−0.08
≡GUTS – FRACTYL HEALTH INCSell−662,584−0.04
≡ALEC – ALECTOR INCSell−175,866−0.02
≡GLUE – MONTE ROSA THERAPEUTICS INCReduce 49.00%−719,0670.00
≡
FIG – FIGMA INC
Buy
215,582
0.46
KRONOS BIO INC
Sell
−1,438,232
−0.08
≡RANI – RANI THERAPEUTICS HLDGS INCSell−448,492−0.04
≡
MAZE – MAZE THERAPEUTICS INC
Buy
2,412,471
1.68
≡BENSON HILL INCSell−438,635−0.05
≡HLTHQ – CUE HEALTH INCSell−27,0000.00
≡INVITAE CORPSell−235,6060.00
≡
INVITAE CORP
Buy
235,606
0.00
≡BENSON HILL INCSell−15,352,271−0.12
≡WGS – GENEDX HOLDINGS CORPBuy22,7110.05
≡RVMD – REVOLUTION MEDICINES INCReduce 20.00%−1,050,9000.05
≡DESKTOP METAL INCSell−11,048,730−0.39
≡DESKTOP METAL INCBuy1,104,8710.23
≡MOND – MONDEE HOLDINGS INCSell−18,420−0.00
≡HLTHQ – CUE HEALTH INCSell−27,000−0.00
−4.28
≡PRME – PRIME MEDICINE INCAdd 27.00%3,200,000−0.68
≡OSCR – OSCAR HEALTH INCReduce 70.00%−1,147,099−0.41
≡NMRA – NEUMORA THERAPEUTICS INC.Sell−404,732−0.32
≡IVVD – INVIVYD INCReduce 20.00%−1,153,663−0.24
≡VERA – VERA THERAPEUTICS INCReduce 20.00%−60,3160.20
≡GUTS – FRACTYL HEALTH INCBuy662,5840.20
≡6QV – SCIENCE 37 HOLDINGS INCSell−160,364−0.04
≡INVITAE CORPSell−235,606−0.01
≡OSCR – OSCAR HEALTH INCReduce 89.00%−12,848,287−4.49
≡VERVE THERAPEUTICS INCAdd 17.00%1,800,000−1.00
≡NMRA – NEUMORA THERAPEUTICS INC.Add 103.00%205,1240.14
≡SCIENCE 37 HOLDINGS INCSell−3,207,260−0.08
≡6QV – SCIENCE 37 HOLDINGS INCBuy160,3640.04
≡EVELO BIOSCIENCES INCSell−53,024−0.01
≡Decibel Therapeutics Inc.Sell−1,636,258−0.34
≡HOOD – Robinhood Mkts IncSell−612,214−0.33
≡DNTH – DIANTHUS THERAPEUTICS INCBuy208,6970.18
≡NMRA – NEUMORA THERAPEUTICS INC.Buy199,6080.18
≡Magenta Therapeutics Inc.Sell−3,339,138−0.14
≡Oportun Finl CorpSell−94,788−0.03