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Portfolio (Quarterly) Guide ↗

Alphabet Inc.

· CIK 0001652044
13F Portfolio $2.6B AUM 32 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 Reduced 8 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WGS GENEDX HOLDINGS CORP Healthcare 22,711.0 $3.0M 0.11% $130.06 -65.6%
22 EXACT SCIENCES CORP 23,205.0 $2.4M 0.09% $101.56
23 SPRO SPERO THERAPEUTICS INC Healthcare 889,979.0 $2.1M 0.08% $2.33 +12.9%
24 AUTL AUTOLUS THERAPEUTICS PLC Healthcare 698,262.0 $1.4M 0.05% $1.99 -17.1%
25 HYPR HYPERFINE INC Healthcare 898,720.0 $881K 0.03% $0.98 +53.1%
26 TNYA TENAYA THERAPEUTICS INC Healthcare 915,705.0 $650K 0.03% $0.71 +13.8%
27 QUINCE THERAPEUTICS INC 189,122.0 $634K 0.03% $3.35
28 FULC FULCRUM THERAPEUTICS INC Healthcare 14,262.0 $161K 0.01% $11.31 -41.7%
29 RGEN REPLIGEN CORP Healthcare 383.0 $63K 0.00% $163.86 -31.8%
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 50.7%
Industrials 24.8%
Healthcare 24.5%