Laura & John Arnold Foundation
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 89.7%; sector active share 68.5% against the combined 13F book's sector weights.
Over time 3 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
5 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 52.8% | $174,600,614 |
| Communication Services | 34.7% | $114,832,250 |
| Consumer Cyclical | 8.7% | $28,600,800 |
| Financial Services | 3.8% | $12,420,000 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | −3,308,995 | 893,779 | $40,523,939 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| OTF | Blue Owl Technology Finance Corp. | 1,200,000 | $12,420,000 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IGV |
iShares Expanded Tech-Software Sector ETF
|
Held | 1,479,875 | $134,076,675 | 40.57% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 325,000 | $114,832,250 | 34.75% | |
| XLU |
State Street(R) Utilities Select Sector SPDR(R) ETF
|
Reduced | 893,779 | $40,523,939 | 12.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 120,000 | $28,600,800 | 8.66% | |
| OTF |
Blue Owl Technology Finance Corp.
Financial Services
|
NEW | 1,200,000 | $12,420,000 | 3.76% |
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.