Alphabet (GOOG / GOOGL) discloses updated portfolio positions in 13F filing: New LIFE CME PAYP positions, Added to PL, Exited DXCM (395.30)
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
- New: LIFE (3.8 mln shares), CME (3.5 mln), PAYP (3.1 mln)
- Increased: PL (35.3 mln shares from 32 mln shares)
- Maintained: PRME (16.6 mln shares), FRSH (16.2 mln), ASTS (8.9 mln), PATH (7.0 mln), GTLB (2.7 mln), ARM (1.96 mln), TEM (1.6 mln), MAZE (1.4 mln)
- Exited: DXCM (from 1.0 mln shares), QNCX (189K) WGS (23K), FULC (15K)
- Decreased: RVMD (3.3 mln shares from 3.35 mln shares), GLUE (6384K from 744K)