Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0001652044 · 2026 Q2 · vs 2026 Q1 · Filed 7 Aug 2026 (16 days ago)

Alphabet Inc.

Reported book: $99.1B
Positions: 28

Reported book trail

16 quarters on file · 2022 Q3 to 2026 Q2

2022 Q32023 Q12023 Q32024 Q12024 Q42025 Q22025 Q42026 Q2

The book

Top 28 of 28 positions · 100% of the book

CutAdded· vs 2026 Q1

SPCX$94.2B▲ New position PL ASTS CME ARM RVMD

Shares added · vs 2026 Q1

Ranked by dollar move

None.

Shares cut · vs 2026 Q1

Ranked by dollar move

RVMD$551.8M held · -11% of shares · +$231.6M value-345.9K sh
LIFE$65.7M held · -4% of shares · +$23.6M value-147.6K sh
RLAY$26.4M held · -10% of shares · +$10.8M value-154.1K sh
GLUE$9.0M held · -46% of shares · -$2.2M value-311.8K sh

Opened (3)

Closed (1)