GOOGLE $GOOGL JUST UPDATED ITS STOCK PORTFOLIO This is everything Google owned as of the end of Q2 SpaceX $SPCX: 551,189,500 shares Planet Labs $PL: 35,248,893 shares AST SpaceMobile $ASTS: 8,943,486 shares CME Group $CME: 3,484,020 shares ARM Holdings $ARM: 1,960,784 shares Revolution Medicines $RVMD: 2,946,619 shares Freshworks $FRSH: 16,206,643 shares Parabilis Medicines $PRBX: 4,919,498 shares Tempus AI $TEM: 1,551,102 shares GitLab $GTLB: 2,724,712 shares UiPath $PATH: 7,034,337 shares Ethos Technologies: 3,622,604 shares Prime Medicine $PRME: 16,562,498 shares Fervo Energy: 1,760,732 shares PayPay Corp: 3,125,000 shares Maze Therapeutics $MAZE: 1,388,583 shares Relay Therapeutics $RLAY: 1,410,029 shares BridgeBio Oncology Therapeutics $BBOT: 2,823,126 shares Oscar Health $OSCR: 481,988 shares Beam Therapeutics $BEAM: 321,604 shares Vera Therapeutics $VERA: 241,264 shares Sana Biotechnology $SANA: 2,812,500 shares Monte Rosa Therapeutics $MRSN: 372,474 shares Lyell Immunopharma $LYEL: 293,256 shares Figma $FIG: 215,582 shares Spero Therapeutics $SPRO: 889,979 shares Hyperfine $HYPR: 898,720 shares Autolus Therapeutics $AUTL: 698,262 shares

Software companies that reaccelerated revenue growth in Q1 2026 relative to the prior quarter: Shopify: +34% y/y, was +31% Atlassian: +32% y/y, was +23% Datadog: +32% y/y, was +29% Twilio: +20% y/y, was +14% Freshworks: +16% y/y, was +14% HubSpot and ServiceNow also reaccelerated on reported growth, but much of that was FX-driven.