May. 8 at 1:51 PM
Google just released its updated 13F filing which shows all the stocks it owned as of the end of Q1:
$SPRO - 889,979
$TEM - 1,551,102
$TNYA - 915,705
$PATH - 7,034,337
$VERA - 241,264
Google’s Q1 13F is a definitive bet on Agentic AI and Data-Driven Healthcare!
The 7M+ share stake in
$PATH (UiPath) is a massive signal—as 2026 marks the rise of AI Agents, Google is weaponizing UiPath to bridge the gap between Gemini’s logic and enterprise execution. Meanwhile,
$TEM (Tempus AI) just validated Google's thesis with a stellar Q1 beat, posting 36% revenue growth. Do you think Google’s
$PATH position is the key to countering Microsoft’s automation dominance? Which play has more "moonshot" potential for the rest of 2026: the automation of
$PATH or the precision of
$TEM?