University of Wisconsin Foundation
EndowmentFiling Date
Global Rank
#5,442
/ 8,614
▲ 69
· as of Mar 2026
Top Industry
Biotechnology
27.4%
3Y Alpha vs SPY
+16.9%
Period ended 4 months ago
Filed May 14, 2026 · 2mo
14 quarters · since Dec 2022
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
+168.8%
SPY
+73.9%
Annualised alpha
+18.8%
Max drawdown
−20.8%
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
10 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.6%
−6.5 pts
Top 5
58.1%
−21.3 pts
Top 10
100.0%
0.0 pts
HHI
1,045
Diversified−403
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 27.4% | $30,844,260 |
| Technology | 27.3% | $30,780,236 |
| Financial Services | 26.7% | $30,081,628 |
| Consumer Cyclical | 9.5% | $10,651,022 |
| Communication Services | 9.1% | $10,291,484 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DYN | Dyne Therapeutics, Inc. | +67,995 | 484,745 | $8,788,426 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NU | Nu Holdings Ltd. | −405,186 | 1,026,765 | $14,754,613 | |
| NVDA | Nvidia Corp | −29,071 | 60,035 | $10,470,104 | |
| AAPL | Apple Inc. | −23,107 | 42,335 | $10,744,199 | |
| PCVX | Vaxcyte, Inc. | −7,251 | 239,749 | $13,931,814 | |
| MSFT | Microsoft Corp | −6,587 | 25,842 | $9,565,933 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JANX | Janux Therapeutics, Inc. | 362,000 | $4,995,600 | |
| No positions match the current search. | ||||
10 positions ·
$112,648,630 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PDCC |
Pearl Diver Credit Co Inc.
Financial Services
|
Held | 1,459,021 | $15,327,015 | 13.61% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Reduced | 1,026,765 | $14,754,613 | 13.10% | |
| PCVX |
Vaxcyte, Inc.
Healthcare
|
Reduced | 239,749 | $13,931,814 | 12.37% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 42,335 | $10,744,199 | 9.54% | |
| SE |
Sea Ltd
Consumer Cyclical
|
NEW | 128,620 | $10,651,022 | 9.46% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 60,035 | $10,470,104 | 9.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 35,789 | $10,291,484 | 9.14% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 25,842 | $9,565,933 | 8.49% | |
| DYN |
Dyne Therapeutics, Inc.
Healthcare
|
Added | 484,745 | $8,788,426 | 7.80% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
NEW | 25,215 | $8,124,020 | 7.21% |