HARVARD MANAGEMENT CO INC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 77.3%; sector active share 42.8% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 51.9% | $2,210,091,186 |
| Technology | 24.5% | $1,043,679,402 |
| Communication Services | 8.6% | $364,815,677 |
| Consumer Cyclical | 7.2% | $308,148,151 |
| Unclassified | 6.4% | $272,554,934 |
| Utilities | 0.9% | $36,694,318 |
| Healthcare | 0.6% | $25,262,057 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BKNG | Booking Holdings Inc. | +379,672 | 414,600 | $73,898,304 | |
| AMZN | Amazon Com Inc | +265,300 | 982,839 | $234,249,847 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +45,226 | 732,022 | $349,591,746 | |
| NVDA | Nvidia Corp | +43,930 | 787,721 | $157,615,094 | |
| META | Meta Platforms, Inc. | +19,950 | 214,504 | $120,827,958 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 12,935,100 | $2,210,091,186 | |
| CBRS | Cerebras Systems Inc. | 1,081,283 | $238,963,543 | |
| IAU | Ishares Gold Trust | 1,980,085 | $149,516,218 | |
| NFLX | Netflix Inc | 1,104,000 | $78,825,600 | |
| FRVO | Fervo Energy Co | 1,255,365 | $36,694,318 | |
| LITE | Lumentum Holdings Inc. | 27,243 | $23,376,128 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 12,935,100 | $2,210,091,186 | 51.86% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 732,022 | $349,591,746 | 8.20% | |
| CBRS |
Cerebras Systems Inc.
Technology
|
NEW | 1,081,283 | $238,963,543 | 5.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 982,839 | $234,249,847 | 5.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 462,160 | $165,162,119 | 3.88% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 787,721 | $157,615,094 | 3.70% | |
| IAU |
Ishares Gold Trust
|
NEW | 1,980,085 | $149,516,218 | 3.51% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 392,265 | $146,322,690 | 3.43% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 338,346 | $127,810,201 | 3.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 214,504 | $120,827,958 | 2.84% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Held | 3,044,612 | $101,355,133 | 2.38% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 1,104,000 | $78,825,600 | 1.85% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 414,600 | $73,898,304 | 1.73% | |
| FRVO |
Fervo Energy Co
Utilities
|
NEW | 1,255,365 | $36,694,318 | 0.86% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 27,243 | $23,376,128 | 0.55% | |
| GLD |
Spdr Gold Trust
|
Reduced | 58,862 | $21,683,583 | 0.51% | |
| GENB |
Generate Biomedicines, Inc.
Healthcare
|
Held | 1,111,100 | $18,744,257 | 0.44% | |
| TXG |
10x Genomics, Inc.
Healthcare
|
Held | 170,000 | $6,517,800 | 0.15% | |
| PCTTW |
PureCycle Technologies, Inc.
Industrials
|
Held | 714,285 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.