Edgehill Endowment Partners, LLC
EndowmentCIK
1676623
Location
NEW HAVEN, CT
Portfolio Value
Micro
$1,485,654
Diversification
Highly concentrated
Filing Date
Mar 31, 2022
Global Rank
#7,154
/ 7,306
▼ 37
· as of Jun 2024
Top Industry
Financial Data & Stock Exchanges
100.0%
3Y Alpha vs SPY
-8.6%
Period ended 4 years ago
Filed Apr 15, 2022 · 4y
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+102.4%
SPY
+76.0%
Annualised alpha
+5.8%
Max drawdown
−66.4%
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
1 positions · as of Mar 31, 2022Top Position
100.0%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
10,000
Highly concentrated
Sector Breakdown
As of Mar 31, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 100.0% | $1,485,654 |
1 positions ·
$1,485,654 total
· as of Mar 31, 2022
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COIN |
Coinbase Global, Inc.
Financial Services
|
First | 7,825 | $1,485,654 | 100.00% |