Google's Q3 holdings revealed: continues to increase stake in top holding SpaceX, Qualcomm newly enters as sixth-largest holding.

BlockBeats news, November 6 — Alphabet, Google's parent company, filed its Q3 2026 13F report with the SEC, showing total reported holdings market value of approximately $88.3 billion as of September 30, down 10.9% from approximately $99.1 billion in the previous quarter. During the quarter, it added 4 new stock positions, increased 1, reduced 3, and fully exited 3, with the top ten holdings accounting for 99.48% of the total.

SpaceX remains the largest holding. Alphabet holds approximately 555.04 million shares, with an end-of-period market value of approximately $83.734 billion, representing 94.78% of the reported portfolio; an increase of approximately 3.8541 million shares from the previous quarter, a 0.70% increase. Although the portfolio weight declined from 95.05% to 94.78%, the share count actually increased. Qualcomm was the most significant newly disclosed position this quarter, with Alphabet holding approximately 2.977 million shares at period end, valued at approximately $548 million, accounting for 0.62% of the portfolio and immediately becoming the sixth-largest holding.

Among other major holdings, CME Group, Planet Labs, and Arm ranked second through fourth, with end-of-period market values of approximately $913 million, $578 million, and $568 million, respectively, with share counts unchanged from the previous quarter. Revolution Medicines ranked fifth, with an end-of-period market value of approximately $549 million, reduced by 9.25% during the quarter. AST SpaceMobile's end-of-period holdings market value was approximately $526 million, with the share count unchanged. In addition to Qualcomm, newly disclosed positions also included Lime's parent company Neutron Holdings, Freenome, and Obsidian Therapeutics, with end-of-period market values of approximately $53.4934 million, $31.8486 million, and $16.8175 million, respectively. The four new positions had a combined market value of approximately $650 million, with Qualcomm accounting for approximately 84.3% of that.

On the reduction side, Freshworks holdings decreased by 1.87 million shares, a decline of 11.54%; Ethos Technologies holdings decreased by approximately 3.0507 million shares, a decline of 84.21%, leaving approximately 571,900 shares at period end, valued at approximately $19.1989 million. Due to the highly concentrated reported portfolio, the change in total end-of-period market value was also affected by price fluctuations in core holdings; the approximately $10.8 billion decrease in market value does not equate to the same amount of capital withdrawal.