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

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$1.3B acquisition and added positions in Figma and BridgeBio Oncology Therapeutics.If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expected. take 5 minutes to learn more hereAlphabet (NASDAQ: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 Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ: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 Health (NYSE:OSCR) and Exact Sciences (NASDAQ:EXAS), but also includes AI plays like Tempus AI (NASDAQ:TEM) and UiPath (NYSE:PATH), as well as tech names like Arm Holdings (NASDAQ:ARM). Its top dollar-value holding is Planet Labs (NYSE: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: Figma (NYSE: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 operates as a cloud-based platform for interface design, enabling teams to collaborate in real time on prototypes, wireframes, and user experiences. Unlike traditional software, it runs entirely in the browser, supporting features like auto-layout, plugins, and integration with development tools. The company, which went public in July, serves designers at firms ranging from startups to Fortune 500 enterprises, boasting millions of users.Alphabet's interest likely stems from Figma's synergy with its own ecosystem. Google relies on strong UI/UX in products like Android, Chrome, and Workspace, and Figma's tools could enhance internal workflows or inspire AI-driven design features. With Alphabet's push into AI, Figma's platform might integrate generative elements for automated prototyping, aligning with broader tech investments like UiPath for automation.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,734.11 -3.38 (-0.05%)Dow 3047,147.48 -309.74 (-0.65%)Nasdaq22,900.59 +30.23 (+0.13%)Russell 20002,388.23 +5.24 (+0.22%)VIX19.83 -0.17 (-0.85%)Gold4,094.20 -100.30 (-2.39%)PortfolioSign in to access your portfolioSign inTop gainersCDTX Cidara Therapeutics, Inc. 217.71 +111.72 (+105.41%)SRRK Scholar Rock Holding Corporation 37.41 +7.34 (+24.41%)AVDL Avadel Pharmaceuticals plc 23.56 +4.32 (+22.45%)LGN Legence Corp. 40.27 +6.95 (+20.86%)CSIQ Canadian Solar Inc. 33.58 +4.96 (+17.33%)Top losersDGNX Diginex Limited 10.53 -2.97 (-22.00%)STUB StubHub Holdings, Inc. 14.87 -3.95 (-20.99%)HTFL Heartflow, Inc. 27.98 -2.96 (-9.57%)EOSE Eos Energy Enterprises, Inc. 13.80 -1.40 (-9.24%)CLSK CleanSpark, Inc. 10.96 -1.02 (-8.51%)Most activeONDS Ondas Holdings Inc. 7.18 +0.62 (+9.45%)OPEN Opendoor Technologies Inc. 8.12 -0.44 (-5.14%)NVDA NVIDIA Corporation 190.17 +3.31 (+1.77%)TSLA Tesla, Inc. 404.35 +2.36 (+0.59%)PFE Pfizer Inc. 25.06 -0.73 (-2.83%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersBTC-USD Bitcoin USD 96,035.45 +553.75 (+0.58%)ETH-USD Ethereum USD 3,176.93 +36.07 (+1.15%)GOOG Alphabet Inc. 276.98 -2.14 (-0.77%)XRP-USD XRP USD 2.26 -0.00 (-0.19%)LTC-USD Litecoin USD 104.70 +9.86 (+10.40%)Top economic events