Howard Hughes Medical Institute

CIK

810386

Location

Chevy Chase, MD

Portfolio Value

Small $445,360,845

Diversification

Diversified

Filing Date

Global Rank

#4,144 / 8,828 ▼ 154

Top Industry

Semiconductors 37.4%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 79.1% of the book (60%+)

Turnover

Medium turnover

37.0% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 4.7 quarters (4 to under 12)

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 42.8%; sector active share 56.1% 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 backtest

Portfolio Concentration

30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.5%

+0.7 pts

Top 5

54.6%

−3.8 pts

Top 10

79.1%

−4.2 pts

HHI

794

Diversified−52

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	71.7%	$319,148,728	23
Communication Services	16.9%	$75,246,133	4
Consumer Cyclical	11.4%	$50,965,984	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+16,425	18,250	$5,506,207
BKNG	Booking Holdings Inc.	+10,656	11,100	$1,978,464
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
SPY	Spdr S&P 500 ETF Trust	88,185	$57,350,232
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 tracked positions · $445,360,845 total · filing declares 30 positions · $445,360,854 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
NVDA	Nvidia Corp Technology	Held	322,105	0	$64,449,989	+14.7%	5	$182.53	14.47%
AAPL	Apple Inc. Technology	Held	198,755	0	$57,511,746	+14.0%	5	$259.32	12.91%
GOOGL	Alphabet Inc. Communication Services	Held	143,665	0	$51,341,561	+24.3%	5	$312.90	11.53%
MSFT	Microsoft Corp Technology	Held	102,314	0	$38,165,168	+0.8%	5	$418.69	8.57%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	66,773	0	$31,888,781	+41.3%	2	$344.13	7.16%
AMZN	Amazon Com Inc Consumer Cyclical	Held	132,871	0	$31,668,474	+14.4%	5	$219.83	7.11%
AVGO	Broadcom Inc. Technology	Held	65,028	0	$24,564,327	+22.0%	5	$327.31	5.52%
MU	Micron Technology Inc Technology	Held	15,704	0	$18,126,970	+241.7%	5	$387.15	4.07%
META	Meta Platforms, Inc. Communication Services	Held	30,787	0	$17,342,009	−1.5%	5	$640.52	3.89%
TSLA	Tesla, Inc. Consumer Cyclical	Held	41,177	0	$17,319,046	+13.1%	5	$410.34	3.89%
AMD	Advanced Micro Devices Inc Technology	Held	22,624	0	$13,142,507	+185.6%	5	$211.90	2.95%
ASML	Asml Holding NV Technology	Held	5,405	0	$10,752,922	+50.6%	2	$1,370.36	2.41%
INTC	Intel Corp Technology	Held	57,142	0	$7,978,737	+216.4%	5	$45.42	1.79%
AMAT	Applied Materials Inc Technology	Held	10,984	0	$7,941,432	+111.5%	5	$333.59	1.78%
LRCX	Lam Research Corp Technology	Held	17,396	0	$7,538,208	+102.8%	5	$221.35	1.69%
CSCO	Cisco Systems, Inc. Technology	Held	50,326	0	$5,911,291	+51.4%	5	$78.00	1.33%
KLAC	Kla Corp Technology	Added	18,250	+16,425	$5,506,207	+104.9%	5	$145.21	1.24%
NFLX	Netflix Inc Communication Services	Held	58,670	0	$4,189,038	−25.7%	5	$88.50	0.94%
TXN	Texas Instruments Inc Technology	Held	12,645	0	$3,769,095	+53.5%	5	$202.08	0.85%
IBM	International Business Machines Corp Technology	Held	13,023	0	$3,662,197	+16.0%	5	$270.38	0.82%
PLTR	Palantir Technologies Inc. Technology	Held	30,757	0	$3,588,419	−20.2%	5	$152.40	0.81%
ORCL	Oracle Corp Technology	Held	23,851	0	$3,495,364	−0.4%	5	$162.57	0.78%
QCOM	Qualcomm Inc Technology	Held	14,838	0	$2,741,914	+43.5%	5	$145.98	0.62%
DIS	Walt Disney Co Communication Services	Held	24,660	0	$2,373,525	−0.1%	5	$105.66	0.53%
SAP	Sap SE Technology	Held	14,868	0	$2,291,307	−10.0%	2	$206.39	0.51%
UBER	Uber Technologies, Inc Technology	Held	28,895	0	$2,085,063	+0.3%	5	$77.05	0.47%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	11,100	+10,656	$1,978,464	+5.8%	5	$184.34	0.44%
CRM	Salesforce, Inc. Technology	Held	12,612	0	$1,975,795	−16.1%	5	$208.17	0.44%
ACN	Accenture plc Technology	Held	8,607	0	$1,071,055	−37.2%	5	$234.11	0.24%
INTU	Intuit Inc. Technology	Held	3,794	0	$990,234	−39.6%	5	$480.15	0.22%

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.