Alphabet's Secret Portfolio Just Bought These 2 Stocks. Should You Buy Too?

"(( AlphabetNASDAQ:GOOG)( NASDAQ:GOOGL) dominates the search engine market with a greater than 90% share, powering billions of daily queries through Google Search. Yet its growth extends beyond that core business. Google Cloud has captured a rising slice of the cloud computing sector, trailing only NASDAQ:AMZN) and AmazonNASDAQ:MSFT), while investments in artificial intelligence position it as a leader in machine learning and generative AI technologies like Gemini."

"A lesser-known aspect is Alphabet's direct investments in other public companies via its venture arms, GV and CapitalG. This "secret" portfolio, disclosed in quarterly 13F-HR filings, currently holds 37 stocks worth approximately $2.5 billion to $3 billion. It's heavily tilted toward healthcare and biotech, with positions in ((((( Oscar HealthNYSE:OSCR) and Exact Sciences ( NASDAQ:EXAS), but also includes AI plays like NASDAQ:TEM) and Tempus AINYSE:PATH), as well as tech names like UiPathNASDAQ:ARM). Its top dollar-value holding is Arm HoldingsNYSE:PL) at around $438 million."

"In the third quarter, Alphabet exited only one position: Verve Therapeutics, which ((( Eli Lilly NYSE:LLY) acquired in July for $1.3 billion. Meanwhile, it added two new positions: FigmaNYSE:FIG) and BridgeBio Oncology Therapeutics (NASDAQ:BBOT). Let's see why Alphabet might have bought these two stocks and whether you might want to consider them for your own portfolio. Figma (FIG) Figma operates as a cloud-based platform for interface design, enabling teams to collaborate in real time on prototypes, wireframes, and user experiences."

Alphabet controls over 90% of search queries and has expanded into Google Cloud and artificial intelligence, including generative models like Gemini. The company maintains a venture portfolio through GV and CapitalG that holds 37 public stocks valued at roughly $2.5 billion to $3 billion. The portfolio emphasizes healthcare and biotech, with holdings such as Oscar Health and Exact Sciences, and includes AI and tech plays plus a top position in Arm Holdings valued near $438 million. In the third quarter, Alphabet sold Verve Therapeutics after an Eli Lilly acquisition and added Figma and BridgeBio Oncology Therapeutics.

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