Alphabet Inc. 13F 持仓 · 2026年Q2
Alphabet 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 990.82 亿美元。前几大持仓：SPCX（95.05%）、PL（1.18%）、ASTS（0.80%）。本季前 25 大持仓中：新建仓 3 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $94.18B | 95.05% | 551.2M | 新建仓 |
| 2 | PL | PLANET LABS PBC | $1.17B | 1.18% | 35.2M | 持平 |
| 3 | ASTS | AST SPACEMOBILE INC | $794.7M | 0.80% | 8.9M | 持平 |
| 4 | CME | CME GROUP INC | $769.4M | 0.78% | 3.5M | 持平 |
| 5 | ARM | ARM HOLDINGS PLC | $695.2M | 0.70% | 2.0M | 持平 |
| 6 | RVMD | REVOLUTION MEDICINES INC | $551.8M | 0.56% | 2.9M | 减持 |
| 7 | FRSH | FRESHWORKS INC | $164.0M | 0.17% | 16.2M | 持平 |
| 8 | PBLS | PARABILIS MEDICINES INC | $134.6M | 0.14% | 4.9M | 新建仓 |
| 9 | TEM | TEMPUS AI INC | $89.9M | 0.09% | 1.6M | 持平 |
| 10 | GTLB | GITLAB INC | $83.2M | 0.08% | 2.7M | 持平 |
| 11 | PATH | UIPATH INC | $76.5M | 0.08% | 7.0M | 持平 |
| 12 | LIFE | ETHOS TECHNOLOGIES INC | $65.7M | 0.07% | 3.6M | 减持 |
| 13 | PRME | PRIME MEDICINE INC | $61.1M | 0.06% | 16.6M | 持平 |
| 14 | FRVO | FERVO ENERGY CO | $51.5M | 0.05% | 1.8M | 新建仓 |
| 15 | PAYP | PAYPAY CORP | $44.8M | 0.05% | 3.1M | 持平 |
| 16 | MAZE | MAZE THERAPEUTICS INC | $41.4M | 0.04% | 1.4M | 持平 |
| 17 | RLAY | RELAY THERAPEUTICS INC | $26.4M | 0.03% | 1.4M | 减持 |
| 18 | BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $21.5M | 0.02% | 2.8M | 持平 |
| 19 | BEAM | BEAM THERAPEUTICS INC | $11.0M | 0.01% | 321,604 | 持平 |
| 20 | GLUE | MONTE ROSA THERAPEUTICS INC | $9.0M | 0.01% | 372,474 | 减持 |
| 21 | OSCR | OSCAR HEALTH INC | $13.7M | 0.01% | 481,988 | 持平 |
| 22 | SANA | SANA BIOTECHNOLOGY INC | $9.8M | 0.01% | 2.8M | 持平 |
| 23 | VERA | VERA THERAPEUTICS INC | $10.4M | 0.01% | 241,264 | 持平 |
| 24 | AUTL | AUTOLUS THERAPEUTICS PLC | $1.1M | 0.00% | 698,262 | 持平 |
| 25 | FIG | FIGMA INC | $3.9M | 0.00% | 215,582 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR