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Portfolio (Quarterly) Guide ↗

Alphabet Inc.

· CIK 0001652044
13F Portfolio $99.1B AUM 29 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 6 New 1 Added 3 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PL PLANET LABS PBC Industrials 35,248,893.0 $1.17B 1.18% +3.3M +10.3% $33.13 -28.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.6%
Industrials 24.9%
Financial Services 17.8%
Healthcare 17.7%