Alphabet discloses updated portfolio positions in 13F filing: Maintained PL PRME FRSH ASTS PATH BBOT GTLB ARM TEM DXCM positions, Exited TCRX GUTS TSHA FHTX DNTH ALEC, Lowered MAZE RVMD GLUE holdings (309.37)
Highlights from Q4 2025 filing as compared to Q3 2025 (all amounts are approximate):
- Maintained: PL (31.94 mln shares), PRME (16.56 mln), FRSH (16.21 mln), ARM (1.96 mln), TEM (1.55 mln), DXCM (1.04 mln), GTLB (2.72 mln), ARM (1.96 mln), TEM (1.55 mln), DXCM (1.04 mln)
- Exited: TCRX (1.08 mln), GUTS (0.66 mln), TSHA (0.64 mln), FHTX (0.5 mln), DNTH (0.21 mln), ALEC (0.18 mln)
- Decreased: MAZE (1.39 mln shares from 2.41 mln shares), RVMD (3.35 mln from 4.13 mln), GLUE (0.74 mln from 1.46 mln)