REGENTS OF THE UNIVERSITY OF CALIFORNIA
Benefit planRegulatory 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: every 13F filer's combined book, active share 98.7%; sector active share 59.4% 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
11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 57.7% | $2,516,582,256 |
| Industrials | 23.5% | $1,025,160,000 |
| Technology | 16.0% | $699,147,556 |
| Unclassified | 2.6% | $114,259,806 |
| Healthcare | 0.2% | $8,359,463 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| STT | State Street Corp | −147,287 | 9,917,831 | $1,682,064,137 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| STT |
State Street Corp
Financial Services
|
Reduced | 9,917,831 | $1,682,064,137 | 38.55% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 6,000,000 | $1,025,160,000 | 23.49% | |
| ASML |
Asml Holding NV
Technology
|
Held | 351,282 | $698,854,426 | 16.02% | |
| OTF |
Blue Owl Technology Finance Corp.
Financial Services
|
Held | 43,624,472 | $451,513,285 | 10.35% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Held | 8,979,204 | $382,424,298 | 8.76% | |
| GLDM |
World Gold Trust
|
Held | 1,438,678 | $114,259,806 | 2.62% | |
| BLLN |
BillionToOne, Inc.
Healthcare
|
NEW | 40,863 | $4,902,742 | 0.11% | |
| SRZN |
Surrozen, Inc./DE
Healthcare
|
Held | 133,207 | $3,456,721 | 0.08% | |
| OWL |
Blue Owl Capital Inc.
Financial Services
|
Held | 66,347 | $580,536 | 0.01% | |
| CHYM |
Chime Financial, Inc.
Technology
|
NEW | 14,313 | $293,130 | 0.01% | |
| SRZNW |
Surrozen, Inc./DE
Healthcare
|
Held | 83,333 | $0 | 0.00% |
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.