May. 8 at 1:24 PM
Google just released its updated 13F filing which shows all the stocks it owned as of the end of Q1:
$ARM - 1,960,784 shares
$ASTS - 8,943,486
$AUTL - 698,262
$BEAM - 321,604
$BBIO - 2,823,126
Google's Q1 13F is a masterclass in Space, Silicon, and AI Bio!
The standout is definitely the 8.9M share stake in
$ASTS. Despite the looming SpaceX IPO, Google is doubling down on this "Space-based Cell Tower"—a clear play for global Gemini AI dominance.
$ARM remains the bedrock of its custom silicon (Axion) strategy, while
$BEAM and
$BBIO highlight a massive pivot into AI-driven drug discovery. Do you think
$ASTS is Google's ultimate strategic hedge against Starlink in 2026? Which of these deep-tech plays are you adding to your watchlist?