May. 8 at 1:44 PM
Google just released its updated 13F filing which shows all the stocks it owned as of the end of Q1:
PayPay Corp (Tokyo-listed) - 3,125,000
$PL - 35,248,893
$PRME - 16,562,498
$RLAY - 1,564,173
$RVMD - 3,292,525
$SANA - 2,812,500
Google’s Q1 13F is here: Fintech, Real-time Earth, and Gene Editing!
The 3.1M share stake in PayPay is a major power move into the East Asian payment ecosystem. Meanwhile, holding 35M shares of
$PL (Planet Labs) signals that Google is weaponizing satellite data to give Gemini AI a "God’s eye view" of global logistics. Heavy bets on
$PRME and
$RVMD also prove that AI-driven oncology and gene editing are now core to Alphabet’s "Other Bets." Do you think the synergy between satellite data and fintech will lead to a breakthrough in 2026? Which of these strategic pivots are you most bullish on?
