Alphabet (GOOG / GOOGL) discloses updated portfolio positions in 13F filing: New ARM NMRA positions, Exited LYFT HOOD
Highlights from Q3 2023 filing as compared to Q2 2023:
- New positions in: ARM (~1.96 mln shares), NMRA (~0.2 mln)
- Maintained positions in: PL (~31.94 mln shares), PATH (~14.07 mln shares), PRME (~11.86 mln shares), DM (~11.05 mln shares), VERV (~10.55 mln shares), FRSH (~4.04 mln shares), GTLB (~2.65 mln shares), CRWD (~1.28 mln shares), SNOW (~536K)
- Closed positions in: LYFT (from ~3.7 mln shares), HOOD (from ~0.61 mln), OPRT (from ~0.09 mln)
- Decreased positions in: OSCR (to ~14.48 mln shares from ~24.04 mln shares), DNTH (to ~0.21 mln from ~3.34 mln), DXCM (to ~0.65 mln from ~1.21 mln)