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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 SPACE EXPLORATION TECHN CORP 551,189,500.0 $94.18B 95.05% NEW $170.86
2 CME CME GROUP INC Financial Services 3,484,020.0 $769.4M 0.78% NEW $220.83 +21.3%
3 PARABILIS MEDICINES INC 4,919,498.0 $134.6M 0.14% NEW $27.37
4 LIFE ETHOS TECHNOLOGIES INC Financial Services 3,622,604.0 $65.7M 0.07% NEW $18.14 +93.9%
5 FRVO FERVO ENERGY CO 1,760,732.0 $51.5M 0.05% NEW $29.23 -38.1%
6 PAYP PAYPAY CORP Technology 3,125,000.0 $44.8M 0.04% NEW $14.33 +4.5%

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%