Q2 2026 13F · SEC CIK 1652044

Alphabet Inc.

CorporationFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $99.1B
Reported positions: 28
Top holdings a year, 3 yrs: +38.1%
Average holding period: 1 qtrs

Alphabet Inc. is a corporation that reported 28 positions worth $99.1B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Space Exploration Techn Corp (SPCX, 95.0%), Planet Labs Pbc (PL, 1.2%), AST SpaceMobile Inc (ASTS, 0.8%). A portfolio copying its top holdings returned 38.1% a year over the last 3 years, against 20.4% for the S&P 500.

Alphabet Inc. holdings all 28 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Alphabet Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPCXSpace Exploration Techn Corp	95.0%	New	551,189,500	—	$94.2B
PLPlanet Labs Pbc	1.2%	24.5%	35,248,893	+0.0%	$1.2B
ASTSAST SpaceMobile Inc	0.8%	18.5%	8,943,486	+0.0%	$794.7M
CMECme Group Inc	0.8%	25.6%	3,484,020	+0.0%	$769.4M
ARMArm Holdings PLC	0.7%	7.4%	1,960,784	+0.0%	$695.2M
RVMDRevolution Medicines Inc	0.6%	8.0%	2,946,619	-10.5%	$551.8M
FRSHFreshworks Inc Class A Com	0.2%	3.2%	16,206,643	+0.0%	$164.0M
PBLSParabilis Medicines, Inc.	0.1%	New	4,919,498	—	$134.6M
TEMTempus Ai Inc	0.1%	1.7%	1,551,102	+0.0%	$89.9M
GTLBGitlab Inc	0.1%	1.5%	2,724,712	+0.0%	$83.2M
PATHUipath Inc	0.1%	1.9%	7,034,337	+0.0%	$76.5M
LIFEEthos Technologies Inc	0.1%	1.0%	3,622,604	-3.9%	$65.7M
PRMEPrime Medicine Inc	0.1%	1.4%	16,562,498	+0.0%	$61.1M
FRVOFervo Energy Co	0.1%	New	1,760,732	—	$51.5M
PAYPPaypay Corp	0.0%	1.7%	3,125,000	+0.0%	$44.8M
MAZEMaze Therapeutics Inc	0.0%	1.0%	1,388,583	+0.0%	$41.4M
RLAYRelay Therapeutics Inc	0.0%	0.4%	1,410,029	-9.9%	$26.4M
BBOTBridgebio Oncology Therapeut	0.0%	0.6%	2,823,126	+0.0%	$21.5M
OSCROscar Health, Inc.	0.0%	0.1%	481,988	+0.0%	$13.7M
BEAMBeam Therapeutics Inc	0.0%	0.2%	321,604	+0.0%	$11.0M
VERAVera Therapeutics Inc Class A	0.0%	0.2%	241,264	+0.0%	$10.4M
SANASana Biotechnology Inc	0.0%	0.2%	2,812,500	+0.0%	$9.8M
GLUEMonte Rosa Therapeutics Inc	0.0%	0.3%	372,474	-45.6%	$9.0M
LYELLyell Immunopharma Inc	0.0%	0.1%	293,256	+0.0%	$4.1M
FIGFigma Inc	0.0%	0.1%	215,582	+0.0%	$3.9M
SPROSpero Therapeutics Inc	0.0%	0.1%	889,979	+0.0%	$2.0M
HYPRHyperfine Inc	0.0%	0.0%	898,720	+0.0%	$1.2M
AUTLAutolus Therapeutics PLC	0.0%	0.0%	698,262	+0.0%	$1.1M

What Alphabet Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

SPCX Space Exploration Techn Corp95.0% of 13F
PBLS Parabilis Medicines, Inc.0.1% of 13F
FRVO Fervo Energy Co0.1% of 13F

Added to

No position grew by more than 5%.

Reduced

GLUE Monte Rosa Therapeutics Inc-45.6% shares
RVMD Revolution Medicines Inc-10.5% shares
RLAY Relay Therapeutics Inc-9.9% shares

Sold out

TNYA Tenaya Therapeutics Incwas 0.0%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +93.0% /yr; S&P 500 +20.1%
3 years: +38.1% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$99.1B	28
Q1 2026	$4.0B	26
Q4 2025	$2.6B	29
Q3 2025	$2.4B	37
Q2 2025	$2.1B	36
Q1 2025	$1.6B	40
Q4 2024	$1.7B	38
Q3 2024	$1.8B	40
Q2 2024	$2.0B	40
Q1 2024	$2.5B	42
Q4 2023	$2.2B	44
Q3 2023	$1.6B	45

Questions about Alphabet Inc.'s portfolio

What stocks does Alphabet Inc. own?

Alphabet Inc.'s latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 28 positions worth $99.1B. The largest are Space Exploration Techn Corp (SPCX) at 95.0%, Planet Labs Pbc (PL) at 1.2%, AST SpaceMobile Inc (ASTS) at 0.8%, Cme Group Inc (CME) at 0.8% and Arm Holdings PLC (ARM) at 0.7%.

What did Alphabet Inc. buy last quarter?

In Q2 2026, Alphabet Inc. added a new position in Space Exploration Techn Corp (SPCX), a new position in Parabilis Medicines, Inc. (PBLS) and a new position in Fervo Energy Co (FRVO), compared with its Q1 2026 filing.

What did Alphabet Inc. sell last quarter?

In Q2 2026, Alphabet Inc. sold all of Tenaya Therapeutics Inc (TNYA), Monte Rosa Therapeutics Inc (GLUE) (-45.6% shares), Revolution Medicines Inc (RVMD) (-10.5% shares) and Relay Therapeutics Inc (RLAY) (-9.9% shares), compared with its Q1 2026 filing.

How has Alphabet Inc.'s portfolio performed?

A portfolio copying Alphabet Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +38.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +93.0% against +20.1%.

When is Alphabet Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Alphabet Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.