Google’s investment arm has released its latest holdings—take a look at $GOOGL ’s investment vision: 👇
1. SpaceX $SPCX
The largest holding, valued at $94.1 billion and accounting for 95% of the portfolio!
The main attraction is Starlink. Google is also working on high-altitude internet access, aiming to help more people get online, use Google Search, watch YouTube, and see ads. Investing in SpaceX is essentially a way to leverage its capabilities directly.
2. Planet Labs $PL
The satellite giant that captures images of Earth every day. Its data is widely used in agriculture, climate, and defense, while Google needs massive amounts of real-world data to train AI. The businesses are highly complementary.
3. AST SpaceMobile $ASTS
A company that provides network access to ordinary mobile phones directly via satellites, solving connectivity issues in remote areas. It can deeply collaborate with Google’s Android ecosystem and cloud services, as Google targets the future mass market for satellite communications.
4. CME Group $CME
The world’s largest derivatives exchange, with rock-solid financial infrastructure. Google Cloud has long collaborated closely with it, so the holding is driven more by business synergy and stable cash flow considerations.
5. ARM Holdings $ARM
The chip architecture design company that almost monopolizes mobile devices and an increasing number of AI chips. Google also uses ARM technology for its own chips, so holding it is effectively a bet on the entire semiconductor and AI hardware ecosystem.
6. Revolution Medicines $RVMD
A biotech company focused on targeted therapies for cancers caused by RAS gene mutations. Its pipeline has significant potential, and Google is positioning itself for the future of medical AI and precision medicine through biotech investments.
7. Freshworks $FRSH
Enterprise customer service and CRM software with strong value for money and rapid growth. Google Cloud and its office software ecosystem can benefit directly.
8. Parabilis Medicines $PBLS
A newly added innovative drug company focused on difficult-to-drug targets. Google continues to increase its investment in cutting-edge biopharmaceutical technologies.
9. Tempus AI $TEM
A company that uses AI to analyze cancer genes and clinical data, perfectly combining Google’s AI capabilities with healthcare data.
10. GitLab $GTLB
An open-source software development platform and a leader in the developer tools sector. Google itself is a heavy user and ecosystem driver.
It is clear that Google is not simply trading stocks, but is making strategic investments in its own future businesses!