Brown University
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 92.4%; sector active share 51.4% 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
9 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.6% | $46,995,190 |
| Communication Services | 21.8% | $26,543,409 |
| Financial Services | 19.3% | $23,475,902 |
| Unclassified | 17.8% | $21,625,135 |
| Healthcare | 2.5% | $3,030,930 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ACGL | Arch Capital Group Ltd. | 10,200 | $990,012 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CBRS |
Cerebras Systems Inc.
PUT
Technology
|
NEW | 145,700 | $32,199,700 | 26.46% | |
| STUB |
StubHub Holdings, Inc.
Communication Services
|
Held | 2,062,425 | $26,543,409 | 21.82% | |
| OWL |
Blue Owl Capital Inc.
Financial Services
|
Held | 2,569,816 | $22,485,890 | 18.48% | |
| GLD |
Spdr Gold Trust
|
Held | 39,500 | $14,551,010 | 11.96% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 53,000 | $10,604,770 | 8.72% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Held | 212,500 | $7,074,125 | 5.81% | |
| CHYM |
Chime Financial, Inc.
Technology
|
Held | 204,625 | $4,190,720 | 3.44% | |
| CMPS |
COMPASS Pathways plc
Healthcare
|
Held | 214,200 | $3,030,930 | 2.49% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
NEW | 10,200 | $990,012 | 0.81% |
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.