How We Invest

13F FILER

Google Ventures

Alphabet Inc.

No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.

28

Positions

$99.1B

Reported Value

99.5%

In Top 10

—

Claims Indexed

Largest reported positions

ALPHABET INC. • CIK 0001652044 • 2026-06-30 • FILED 2026-08-07

WHAT CHANGED THIS QUARTER

In its Q2 2026 13F, filed Aug 7, 2026, Alphabet Inc. reported 28 positions worth $99.1B in US-listed stock. The largest stock position is Space Exploration Techn Corp at 95.0% of the reported book, and the ten largest lines of any type make up 99.5% of it.

It opened 3 new positions, the largest stock positions being Space Exploration Techn Corp ($94.2B), Parabilis Medicines Inc ($134.6M) and Fervo Energy Co ($51.5M), and exited 1, the largest stock exit being Tenaya Therapeutics Inc ($631,836 last quarter).

Among positions it already held, the biggest cuts were Monte Rosa Therapeutics Inc (−46%), Revolution Medicines Inc (−10%) and Relay Therapeutics Inc (−10%).

Largest reported positions, quarter ended 2026-06-30
IssuerValueWeightShares QoQ
SPACE EXPLORATION TECHN CORP$94.2B95.0%New
PLANET LABS PBC$1.2B1.2%—
AST SPACEMOBILE INC$794.7M0.8%—
CME GROUP INC$769.4M0.8%—
ARM HOLDINGS PLC$695.2M0.7%—
REVOLUTION MEDICINES INC$551.8M0.6%-11%
FRESHWORKS INC$164.0M0.2%—
PARABILIS MEDICINES INC$134.6M0.1%New
TEMPUS AI INC$89.9M0.1%—
GITLAB INC$83.2M0.1%—
UIPATH INC$76.5M0.1%—
ETHOS TECHNOLOGIES INC$65.7M0.1%-4%
PRIME MEDICINE INC$61.1M0.1%—
FERVO ENERGY CO$51.5M0.1%New
PAYPAY CORP$44.8M0.1%—
MAZE THERAPEUTICS INC$41.4M0.0%—
RELAY THERAPEUTICS INC$26.4M0.0%-10%
BRIDGEBIO ONCOLOGY THERAPEUT$21.5M0.0%—
OSCAR HEALTH INC$13.7M0.0%—
BEAM THERAPEUTICS INC$11.0M0.0%—

20 of 28 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.

NEW POSITIONS

  • Space Exploration Techn Corp$94.2B · 95.0%
  • Parabilis Medicines Inc$134.6M · 0.1%
  • Fervo Energy Co$51.5M · 0.1%

EXITS

  • Tenaya Therapeutics Inc$631,836 last quarter

QUESTIONS PEOPLE ASK

What are Google Ventures' largest holdings?

OPEN
As of Jun 30, 2026, the three largest stock positions are Space Exploration Techn Corp (95.0%), Planet Labs Pbc (1.2%) and Ast Spacemobile Inc (0.8%), together 97.0% of the reported book.

How big is Google Ventures' 13F portfolio?

OPEN
The Q2 2026 13F, filed Aug 7, 2026, reports 28 positions worth $99.1B. The ten largest make up 99.5% of it.

What did Google Ventures buy and sell in Q2 2026?

OPEN
It opened 3 new positions, the largest stock positions being Space Exploration Techn Corp ($94.2B), Parabilis Medicines Inc ($134.6M) and Fervo Energy Co ($51.5M), and exited 1, the largest stock exit being Tenaya Therapeutics Inc ($631,836 last quarter). Among positions it already held, the biggest cuts were Monte Rosa Therapeutics Inc (−46%), Revolution Medicines Inc (−10%) and Relay Therapeutics Inc (−10%).

When is Google Ventures' next 13F due?

OPEN
The Q3 2026 13F is due Nov 16, 2026. Forty-five days after the quarter ends is November 14, 2026 (Saturday), so the deadline moves to the next business day.

Filers with overlapping books