Institutional investor · Portfolio as of Q1 2026
Quarterly Portfolio Change
Alphabet Inc. manages $4B across 26 positions as of Q1 2026. Top holdings: CME (25.6%), PL (24.5%), ASTS (18.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 3 new positions, 6 exits, 1 increased. Top move: CME (NEW, conviction 99). Portfolio: $4.0B across 26 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
CME GROUP INC | 3.5M | $1B | 25.6% | $325.13 | -6.16% | 1 qtr | New 99 | |
PLANET LABS PBC | 35.2M | $985.2M | 24.5% | $6.32 | +468.16% | 14 qtrssince 2022-Q4 | Increased 69 | |
AST SPACEMOBILE INC | 8.9M | $741.1M | 18.5% | $24.06 | +284.95% | 5 qtrssince 2025-Q1 | Unchanged 0 | |
REVOLUTION MEDICINES INC | 3.3M | $320.2M | 8.0% | $28.69 | +245.48% | 10 qtrssince 2023-Q4 | Decreased 0 | |
ARM HOLDINGS PLC | 2M | $296.6M | 7.4% | $53.52 | +178.61% | 11 qtrssince 2023-Q3 | Unchanged 0 | |
FRESHWORKS INC | 16.2M | $130.1M | 3.2% | $15.72 | -47.08% | 14 qtrssince 2022-Q4 | Unchanged 0 | |
UIPATH INC | 7M | $78.1M | 1.9% | $12.71 | -11.57% | 14 qtrssince 2022-Q4 | Unchanged 0 | |
TEMPUS AI INC | 1.6M | $70.1M | 1.7% | $35.00 | +35.40% | 8 qtrssince 2024-Q2 | Unchanged 0 | |
| 3.1M | $66.7M | 1.7% | $21.34 | +3.75% | 1 qtr | New 69 | ||
GITLAB INC | 2.7M | $59M | 1.5% | $54.31 | -58.44% | 14 qtrssince 2022-Q4 | Unchanged 0 | |
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Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile
