Skip to main content

Trustees of Columbia University in the City of New York

Endowment
Location
NEW YORK, NY
Portfolio Value
Small $890,976,247
Diversification
Highly concentrated
Filing Date
Global Rank
#1,624 / 8,232 ▲ 214
Top Industry
Capital Markets 100.0%
3Y Alpha vs SPY
-15.0%
Period ended 2 months ago
Filed May 15, 2026 · 30d
15 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+19.8%
SPY
+76.3%
Annualised alpha
-14.6%
Max drawdown
−45.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
100.0%
+0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,993
Sep 2021 → Mar 2026 · range 2,153 – 9,993
Highly concentrated+4

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Unclassified 100.0% $890,674,447
Financial Services 0.0% $301,800

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
1 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
2 positions · $890,976,247 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History