Book
Universe
Index
Census
Generalist
· Mountain View, CA
Alphabet INC.
Software
$324M
Weight of 13F
0.0%
Names
3
Vs prior quarter
+$56.5M
Filed 7 August 2026.
29 positions in the whole 13F.
Software held
Freshworks
FRSH
16,206,643 shares · 50.7% of their software
$164M
Flat
GitLab
GTLB
2,724,712 shares · 25.7% of their software
$83.2M
Flat
UiPath
PATH
7,034,337 shares · 23.6% of their software
$76.5M
Flat