Tour
v536
Company Tracker
Last updated 2026-11-08 06:30
The public stocks corporations invest in — strategic stakes and
venture bets that reached the market, disclosed in each company's own quarterly 13F filing
(Alphabet's Google/GV/CapitalG holdings, Nvidia's AI-ecosystem stakes, SoftBank's Vision Fund
book, ...). Tracked since Nov 2025 with quarter-over-quarter changes and each position's
stock performance since the filing date, priced from our own nightly database
(through Nov 07, 2026). Asset managers are excluded — this page is corporate money only.
Companies
8
Positions (latest Q)
86
Reported value
$176.85B
Latest 13F filed
Nov 06, 2026
Priced through
Nov 07, 2026
| Position | Value | % Book | Shares | Change | Since filing |
|---|---|---|---|---|---|
| SPCX Space Exploration Techn Corp | $83.73B | 94.8% | 555.04M | +1% sh | +0.0% |
| CME Cme Group Inc | $912.7M | 1.0% | 3.48M | unchanged | +0.0% |
| PL Planet Labs Pbc | $577.7M | 0.7% | 35.25M | unchanged | +0.0% |
| ARM Arm Holdings Plc | $568.0M | 0.6% | 1.96M | unchanged | +0.0% |
| RVMD Revolution Medicines Inc | $548.8M | 0.6% | 2.67M | -9% sh | +0.0% |
| QCOM Qualcomm Inc | $547.9M | 0.6% | 2.98M | NEW | +0.0% |
| ASTS Ast Spacemobile Inc | $526.4M | 0.6% | 8.94M | unchanged | +0.0% |
| FRSH Freshworks Inc | $183.4M | 0.2% | 14.34M | -12% sh | +0.0% |
| PBLS Parabilis Medicines Inc | $158.9M | 0.2% | 4.92M | unchanged | +0.0% |
| TEM Tempus Ai Inc | $127.0M | 0.1% | 1.55M | unchanged | +0.0% |
| PATH Uipath Inc | $90.3M | 0.1% | 7.03M | unchanged | +0.0% |
| LIME Neutron Holdings Inc | $53.5M | 0.1% | 1.90M | NEW | -2.4% |
| PRME Prime Medicine Inc | $50.7M | 0.1% | 16.56M | unchanged | +0.0% |
| PAYP Paypay Corp | $49.1M | 0.1% | 3.12M | unchanged | +0.0% |
| MAZE Maze Therapeutics Inc | $37.7M | 0.0% | 1.39M | unchanged | -1.2% |
| FRNM Freenome Inc | $31.8M | 0.0% | 2.02M | NEW | -- |
| RLAY Relay Therapeutics Inc | $25.5M | 0.0% | 1.41M | unchanged | +0.0% |
| FRVO Fervo Energy Co | $23.9M | 0.0% | 1.76M | unchanged | +0.0% |
| LIFE Ethos Technologies Inc | $19.2M | 0.0% | 572K | -84% sh | +0.0% |
| OBX Obsidian Therapeutics Inc | $16.8M | 0.0% | 1.22M | NEW | -- |
| OSCR Oscar Health Inc | $14.9M | 0.0% | 482K | unchanged | +0.0% |
| BBOT Bridgebio Oncology Therapeut | $11.6M | 0.0% | 2.82M | unchanged | +2.0% |
| SANA Sana Biotechnology Inc | $8.2M | 0.0% | 2.81M | unchanged | +0.0% |
| BEAM Beam Therapeutics Inc | $7.9M | 0.0% | 322K | unchanged | +0.0% |
| VERA Vera Therapeutics Inc | $7.8M | 0.0% | 241K | unchanged | +0.0% |
| FIG Figma Inc | $4.5M | 0.0% | 216K | unchanged | +0.0% |
| GLUE Monte Rosa Therapeutics Inc | $4.4M | 0.0% | 372K | unchanged | +0.0% |
| LYEL Lyell Immunopharma Inc | $2.9M | 0.0% | 293K | unchanged | +0.0% |
| HYPR Hyperfine Inc | $728K | 0.0% | 899K | unchanged | +0.0% |
| GTLB Gitlab Inc | $83.2M | -- | 2.72M | EXITED | +0.0% |
| SPRO Spero Therapeutics Inc | $2.0M | -- | 890K | EXITED | +0.0% |
| AUTL Autolus Therapeutics Plc | $1.1M | -- | 698K | EXITED | +0.0% |
| Position | Value | % Book | Shares | Change | Since filing |
|---|---|---|---|---|---|
| INTC Intel Corp | $29.99B | 47.3% | 214.78M | unchanged | -45.1% |
| SPCX Space Exploration Techn Corp | $20.98B | 33.1% | 122.76M | NEW | -4.1% |
| CRWV Coreweave Inc | $4.70B | 7.4% | 47.21M | unchanged | -55.9% |
| COHR Coherent Corp | $3.07B | 4.8% | 7.79M | unchanged | -40.8% |
| NOK Nokia Corp | $2.21B | 3.5% | 166.39M | unchanged | -28.8% |
| SNPS Synopsys Inc | $2.15B | 3.4% | 4.82M | unchanged | +6.9% |
| NBIS Nebius Group N.V. | $328.8M | 0.5% | 1.19M | unchanged | -53.4% |
| GENB Generate Biomedicines Inc | $14.1M | 0.0% | 833K | unchanged | -- |
| Position | Value | % Book | Shares | Change | Since filing |
|---|---|---|---|---|---|
| INTC Intel Corp | $12.14B | 66.8% | 86.96M | unchanged | -45.1% |
| SYM Symbotic Inc | $1.79B | 9.8% | 39.83M | unchanged | -13.8% |
| TMUS T-Mobile Us | $1.68B | 9.2% | 10.00M | unchanged | -11.3% |
| WBTN Webtoon Entmt Inc | $359.0M | 2.0% | 31.43M | unchanged | +16.6% |
| INTR Inter & Co I | $328.6M | 1.8% | 60.51M | unchanged | -25.6% |
| TEM Tempus Ai Inc | $313.1M | 1.7% | 5.41M | unchanged | +46.0% |
| KLAR Klarna Group Plc | $311.7M | 1.7% | 15.40M | unchanged | -34.6% |
| TSM Taiwan Semiconductor Mfg Ltd | $269.8M | 1.5% | 565K | -72% sh | -11.9% |
| NU Nu Hldgs L | $238.4M | 1.3% | 17.84M | unchanged | -21.0% |
| VTEX Vtex | $153.7M | 0.8% | 38.43M | unchanged | +5.9% |
| CHYM Chime Finl Inc | $103.8M | 0.6% | 5.07M | unchanged | -2.2% |
| QXO Qxo Inc | $94.5M | 0.5% | 5.47M | unchanged | -20.3% |
| LIFE Ethos Technologies Inc | $56.8M | 0.3% | 3.13M | unchanged | -- |
| COF Capital One Finl Corp | $55.5M | 0.3% | 277K | NEW | -11.2% |
| RXRX Recursion Pharmaceuticals In | $50.0M | 0.3% | 13.64M | unchanged | +11.4% |
| AFYA Afya Ltd | $36.1M | 0.2% | 2.43M | unchanged | -24.1% |
| PACB Pacific Biosciences Calif In | $34.4M | 0.2% | 20.45M | unchanged | +96.5% |
| YMM Full Truck Alliance Co Ltd | $31.5M | 0.2% | 3.88M | unchanged | +4.0% |
| ETOR Etoro Group Ltd | $31.4M | 0.2% | 796K | unchanged | -19.6% |
| GSAT Globalstar Inc | $26.1M | 0.1% | 321K | unchanged | +2.3% |
| BETR Better Home & Finance Holdin | $17.3M | 0.1% | 629K | unchanged | +40.1% |
| SATL Satellogic | $13.9M | 0.1% | 2.43M | -6% sh | -40.0% |
| AMBQ Ambiq Micro Inc | $13.2M | 0.1% | 149K | unchanged | -40.2% |
| NMRA Neumora Therapeutics Inc. | $10.4M | 0.1% | 6.09M | unchanged | -68.8% |
| SEER Seer Inc | $8.5M | 0.0% | 5.14M | unchanged | -21.6% |
| ABCL Abcellera Biologics Inc | $2.7M | 0.0% | 345K | unchanged | +4.4% |
| GWH Ess Tech In | $2.3M | 0.0% | 2.40M | unchanged | -- |
| DDL Dingdong Cayman Ltd | $2.0M | 0.0% | 1.05M | unchanged | -- |
| LIF Life360 Inc | $489K | 0.0% | 10K | NEW | -7.5% |
| YOOV Concorde Intl Group Ltd | $199K | 0.0% | 259K | unchanged | +0.0% |
| XXI Twenty One Cap Inc | $570.3M | -- | 89.11M | EXITED | +14.6% |
| Position | Value | % Book | Shares | Change | Since filing |
|---|---|---|---|---|---|
| RIVN Rivian Automotive Inc | $2.37B | 62.7% | 158.36M | unchanged | +2.4% |
| XE X-Energy Inc | $933.6M | 24.7% | 65.84M | unchanged | -5.0% |
| BETA Beta Technologies Inc | $259.8M | 6.9% | 11.75M | unchanged | +14.7% |
| MRVL Marvell Technology Inc | $104.7M | 2.8% | 396K | unchanged | -17.9% |
| ALAB Astera Labs Inc | $98.9M | 2.6% | 278K | unchanged | -18.4% |
| ALGT Allegiant Travel Co | $11.3M | 0.3% | 149K | unchanged | +23.5% |
| Position | Value | % Book | Shares | Change | Since filing |
|---|---|---|---|---|---|
| SPCX Space Exploration Techn Corp | $565.5M | 43.1% | 3.31M | NEW | -4.1% |
| SANM Sanmina Corp | $291.3M | 22.2% | 1.15M | unchanged | -36.1% |
| NTNX Nutanix Inc | $210.8M | 16.1% | 4.14M | NEW | -12.4% |
| CBRS Cerebras Systems Inc | $175.6M | 13.4% | 794K | NEW | -59.0% |
| ABSI Absci Corporation | $66.2M | 5.0% | 5.71M | unchanged | +10.8% |
| XNDU Xanadu Quantum Technolo Ltd | $2.4M | 0.2% | 200K | unchanged | -76.8% |
| MRVL Marvell Technology Inc | $6.5M | -- | 66K | EXITED | -36.4% |
| Position | Value | % Book | Shares | Change | Since filing |
|---|---|---|---|---|---|
| SYM Symbotic Inc | $631.0M | 93.8% | 15.00M | unchanged | +0.0% |
| KLAR Klarna Group Plc | $29.7M | 4.4% | 2.40M | unchanged | +0.0% |
| GDOT Green Dot Corp | $12.0M | 1.8% | 975K | unchanged | +0.0% |
How to read this: 13F holdings are quarter-end snapshots filed up to 45 days late —
they show what a company HELD, not when it traded. Change compares share counts to the prior
quarter's filing (NEW = first appearance; EXITED rows stay listed with the prior quarter's
value/shares). Since filing = the stock's price change from the
13F filing date (when the position became public) to our latest stored close — the return
you could have had copying the disclosure, not the company's own entry. Only US-listed 13F
securities appear: private venture holdings (most of GV / CapitalG / Vision Fund) are invisible
until a portfolio company IPOs. Positions we cannot match to a ticker are listed as
unmatched rather than silently dropped.