Inside Google’s Investment Vault: A $1.6 Billion Portfolio of Innovation and Disruption
CEO Portfolio Series | Featuring Google Ventures (GV)
When Google isn’t dominating search, AI, or cloud computing, it’s quietly building a bold portfolio of some of the world’s most cutting-edge companies through Google Ventures (GV) — and the numbers speak for themselves. With Assets Under Management (AUM) totaling $1.6 billion, GV’s investments reflect a clear bias for technology, biotech, and frontier innovation.
Here’s a glimpse into the companies that caught Google’s strategic eye and how the pie is sliced:
Top Holdings: Big Bets, Bold Plays
• Freshworks – $FRSH
Portfolio Share: 14.5%
Google believes in the future of customer engagement — Freshworks is at the heart of that digital revolution.
• ARM – $ARM ⚙️
Portfolio Share: 13.28%
The chipmaker powering everything from smartphones to AI servers — a bet on the future of computing.
• AST SpaceMobile – $ASTS ️
Portfolio Share: 12.90%
Internet from space? Google is onboard. AST is building the world’s first space-based cellular broadband network.
Mid-Weight Gems
• Relay Therapeutics – $RLAY
Portfolio Share: 9.27%
Transforming drug discovery using cutting-edge computational techniques.
• GitLab – $GTLB ️
Portfolio Share: 8.12%
DevOps for the modern era — open source and productivity combined.
• Metsera – $MTSR
Portfolio Share: 8.56%
A promising biotech player focused on addressing serious metabolic diseases.
⚙️ Other Strategic Stakes
• Stem – $STEM ⚡ – 4.74%
• UiPath – $PATH – 4.59%
• Planet Labs – $PL – 6.85%
Early Innovation & Deep Tech Roster
In addition to these giants, Google’s portfolio spreads across a rich mix of early-stage and niche disruptors:
Lyell, Oscar, Prime Medicine, Um, Vera, Monte Rosa, Beam Therapeutics, Sana, Verve, Revolution Medicines, and others.
These are the companies shaping next-gen therapeutics, space tech, automation, and data-driven healthcare. GV is clearly not just following trends — it’s placing bets before they go mainstream.
What This Tells Us:
Google isn’t just a tech titan; it’s a visionary investor with its pulse on the future. Whether it’s AI-powered enterprise tools, revolutionary biotech, or space-based communications, the Google Ventures portfolio is a masterclass in conviction investing.
CEO Portfolio Series | Featuring Google Ventures (GV)
When Google isn’t dominating search, AI, or cloud computing, it’s quietly building a bold portfolio of some of the world’s most cutting-edge companies through Google Ventures (GV) — and the numbers speak for themselves. With Assets Under Management (AUM) totaling $1.6 billion, GV’s investments reflect a clear bias for technology, biotech, and frontier innovation.
Here’s a glimpse into the companies that caught Google’s strategic eye and how the pie is sliced:
Top Holdings: Big Bets, Bold Plays
• Freshworks – $FRSH
Portfolio Share: 14.5%
Google believes in the future of customer engagement — Freshworks is at the heart of that digital revolution.
• ARM – $ARM ⚙️
Portfolio Share: 13.28%
The chipmaker powering everything from smartphones to AI servers — a bet on the future of computing.
• AST SpaceMobile – $ASTS ️
Portfolio Share: 12.90%
Internet from space? Google is onboard. AST is building the world’s first space-based cellular broadband network.
Mid-Weight Gems
• Relay Therapeutics – $RLAY
Portfolio Share: 9.27%
Transforming drug discovery using cutting-edge computational techniques.
• GitLab – $GTLB ️
Portfolio Share: 8.12%
DevOps for the modern era — open source and productivity combined.
• Metsera – $MTSR
Portfolio Share: 8.56%
A promising biotech player focused on addressing serious metabolic diseases.
⚙️ Other Strategic Stakes
• Stem – $STEM ⚡ – 4.74%
• UiPath – $PATH – 4.59%
• Planet Labs – $PL – 6.85%
Early Innovation & Deep Tech Roster
In addition to these giants, Google’s portfolio spreads across a rich mix of early-stage and niche disruptors:
Lyell, Oscar, Prime Medicine, Um, Vera, Monte Rosa, Beam Therapeutics, Sana, Verve, Revolution Medicines, and others.
These are the companies shaping next-gen therapeutics, space tech, automation, and data-driven healthcare. GV is clearly not just following trends — it’s placing bets before they go mainstream.
What This Tells Us:
Google isn’t just a tech titan; it’s a visionary investor with its pulse on the future. Whether it’s AI-powered enterprise tools, revolutionary biotech, or space-based communications, the Google Ventures portfolio is a masterclass in conviction investing.