BO
Board of Trustees of The Leland Stanford Junior University Institutional Portfolio & 13F Holdings (Q2 2026)
Board of Trustees of The Leland Stanford Junior UniversityCIK: 0001315828
Concentrated strategySector-focusedContrarian
Total reported value
$533.1M
Reporting period: 2026-06-30 · Number of holdings: 19
Board of Trustees of The Leland Stanford Junior University disclosed 19 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $533.1M and a quarterly turnover rate of 49.3%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 49.31
- Momentum
- 0
- Sector conviction
- 100
- Diversification
- 38
- Sizing Uniformity
- 68.98
Board of Trustees of The Leland Stanford Junior University's disclosed holdings carry a Herfindahl concentration index of 0.532 — mathematically equivalent to about 2 equally-sized positions, well below its 19 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.10), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 23% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out EWJ
Add EEM
-40.2% -$143.3M
Add GOOGL
-16.9% $3.8M
Sold out EFA
Sold out SPY
Add KOD
0.0% $581.1K
Holdings Map
New buyAddUnchangedTrim
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 69.38% | +8.92% | -40.17% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 21.98% | +8.62% | -16.86% | |
| 3 | KOD | Kodiak Sciences Inc | Stock-Other | 5.06% | +1.95% | — | |
| 4 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.96% | +0.96% | NEW | |
| 5 | ANNX | Annexon Inc | Stock-Other | 0.52% | +0.20% | — | |
| 6 | NAVN | Navan Inc-cl A | Stock-Other | 0.47% | +0.30% | — | |
| 7 | BSM | Black Stone Minerals LP | Stock-Other | 0.39% | +0.13% | — | |
| 8 | KRP | Kimbell Royalty Partners LP | Stock-Other | 0.30% | +0.11% | — | |
| 9 | VNOM | Viper Energy Inc-cl A | Stock-Energy | 0.20% | +0.06% | — | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.17% | +0.17% | NEW | |
| 11 | CHYM | Chime Financial Inc-cl A | Stock-Other | 0.16% | +0.07% | — | |
| 12 | LIFE | Ethos Technologies Inc Cl-a | Stock-Other | 0.11% | +0.07% | — | |
| 13 | MATX | Matson Inc | Stock-Industrials | 0.10% | +0.05% | — | |
| 14 | INTC | Intel CORP | Stock-Tech | 0.06% | +0.06% | NEW | |
| 15 | BTGO | Bitgo Holdings Inc-cl A | Stock-Other | 0.04% | +0.04% | NEW | |
| 16 | MRLN | Merlin Inc | Stock-Other | 0.03% | — | — | |
| 17 | BOLT | Bolt Biotherapeutics Inc | Stock-Other | 0.03% | +0.01% | — | |
| 18 | CARL | Carlsmed Inc | Stock-Other | 0.02% | +0.01% | — | |
| 19 | AMTX | Aemetis Inc | Stock-Other | 0.01% | — | — |
Portfolio Performance
Performance for Q3 2026
-1.8%
Performance Last 4 Quarters
+44.3%
- Stdev
- +16.3%
- Beta
- +1.12
- Alpha
- +4.6%
- Max Drawdown
- -6.4%
- Annualized Perf
- +29%
- Batting Avg vs S&P
- +58.3%
- Sortino
- +3.77
- Stutzer
- +0.5
- Treynor
- +0.24
- Sterling
- +1.83
- Calmar
- +4.54
- Information Ratio
- +0.92
- Tracking Error
- +7.6%
- Stdev Down
- +7.1%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +71.6%
- Worst 12 Months
- +5%
- Efficiency Ratio
- +0.78
- Sharpe
- +1.66
- Stdev Sectors
- +40.1%
- Skewness
- +0.42
- Kurtosis
- +0.94
- Upside Potential
- +5.33
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 19 | $533.1M | 49 | ||
| 2026 Q1 | 22 | $848.7M | 94 | ||
| 2025 Q4 | 22 | $496.2M | 100 | ||
| 2025 Q3 | 20 | $850.7M | 100 | ||
| 2025 Q2 | 21 | $923.7M | 0 | ||
| 2025 Q1 | 20 | $1.2B | 100 | ||
| 2024 Q4 | 23 | $1.2B | 0 | ||
| 2024 Q3 | 25 | $1.2B | 0 | ||
| 2024 Q2 | 28 | $1.5B | 0 | ||
| 2024 Q1 | 26 | $1.1B | 0 | ||
| 2023 Q4 | 38 | $1.5B | 0 | ||
| 2023 Q3 | 35 | $1.3B | 0 | ||
| 2023 Q2 | 36 | $993.6M | 0 | ||
| 2023 Q1 | 36 | $1.1B | 0 | ||
| 2022 Q4 | 34 | $984.6M | 0 | ||
| 2022 Q3 | 52 | $1.6B | 0 | ||
| 2022 Q2 | 38 | $1.5B | 0 | ||
| 2022 Q1 | 40 | $1.8B | 0 | ||
| 2021 Q4 | 42 | $1.6B | 0 | ||
| 2021 Q3 | 42 | $1.3B | 0 | ||
| 2021 Q2 | 36 | $1.1B | 100 | ||
| 2021 Q1 | 28 | $1.1B | 98 | ||
| 2020 Q4 | 22 | $1.4B | 100 | ||
| 2020 Q3 | 22 | $259.5M | 100 | ||
| 2020 Q2 | 21 | $116.2M | 100 | ||
| 2020 Q1 | 24 | $494.0M | 100 | ||
| 2019 Q4 | 27 | $824.4M | 84 | ||
| 2019 Q3 | 28 | $921.6M | 50 | ||
| 2019 Q2 | 25 | $715.6M | 47 | ||
| 2019 Q1 | 23 | $717.7M | 81 | ||
| 2018 Q4 | 25 | $823.7M | 54 | ||
| 2018 Q3 | 20 | $785.5M | 29 | ||
| 2018 Q2 | 20 | $1.1B | 60 | ||
| 2018 Q1 | 19 | $1.9B | 18 | ||
| 2017 Q4 | 18 | $1.6B | 30 | ||
| 2017 Q3 | 21 | $1.4B | 43 | ||
| 2017 Q2 | 20 | $994.2M | 67 | ||
| 2017 Q1 | 19 | $1.2B | 73 | ||
| 2016 Q4 | 21 | $856.1M | 50 | ||
| 2016 Q3 | 20 | $919.8M | 23 | ||
| 2016 Q2 | 17 | $727.8M | 3 | ||
| 2016 Q1 | 17 | $731.0M | 58 | ||
| 2015 Q4 | 14 | $536.7M | 36 | ||
| 2015 Q3 | 13 | $397.2M | 96 | ||
| 2015 Q2 | 26 | $228.5M | 100 | ||
| 2015 Q1 | 29 | $101.3M | 100 | ||
| 2014 Q4 | 33 | $351.7M | 93 | ||
| 2014 Q3 | 33 | $195.5M | 99 | ||
| 2014 Q2 | 15 | $106.1M | 100 | ||
| 2014 Q1 | 48 | $263.1M | 100 | ||
| 2013 Q4 | 12 | $159.7M | 25 | ||
| 2013 Q3 | 10 | $197.7M | 17 | ||
| 2013 Q2 | 10 | $229.2M | — |
Holding changes this quarter
Board of Trustees of The Leland Stanford Junior University's most significant position changes for 2026-06-30: Sold out: Ishares Msci Japan ETF (EWJ); Sold out: Ishares Msci Eafe ETF (EFA); Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); New buy: Crowdstrike Holdings Inc - A (CRWD); Sold out: Maplight Therapeutics Inc (MPLT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | +8.9% | -40.17% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +8.6% | -16.86% | Trim |
| 3 | KOD | Kodiak Sciences Inc | +2% | — | Unchanged |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +1% | NEW | New buy |
| 5 | NAVN | Navan Inc-cl A | +0.3% | — | Unchanged |
| 6 | ANNX | Annexon Inc | +0.2% | — | Unchanged |
| 7 | RSP | Invesco S&p 500 Equal Weight | +0.2% | NEW | New buy |
| 8 | BSM | Black Stone Minerals LP | +0.1% | — | Unchanged |
| 9 | KRP | Kimbell Royalty Partners LP | +0.1% | — | Unchanged |
| 10 | LIFE | Ethos Technologies Inc Cl-a | +0.1% | — | Unchanged |
| 11 | CHYM | Chime Financial Inc-cl A | +0.1% | — | Unchanged |
| 12 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 13 | VNOM | Viper Energy Inc-cl A | +0.1% | — | Unchanged |
| 14 | MATX | Matson Inc | +0.1% | — | Unchanged |
| 15 | BTGO | Bitgo Holdings Inc-cl A | 0% | NEW | New buy |
| 16 | CARL | Carlsmed Inc | 0% | — | Unchanged |
| 17 | BOLT | Bolt Biotherapeutics Inc | 0% | — | Unchanged |
| 18 | MRLN | Merlin Inc | — | — | Unchanged |
| 19 | AMTX | Aemetis Inc | — | — | Unchanged |
| 20 | ✓ | Heartcore Enter | — | EXIT | Sold out |
| 21 | SKIN | Skinhealth Systems Inc | — | EXIT | Sold out |
| 22 | WLTH | Wealthfront CORP | -0.2% | EXIT | Sold out |
| 23 | MPLT | Maplight Therapeutics Inc | -0.5% | EXIT | Sold out |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -5.6% | EXIT | Sold out |
| 25 | EFA | Ishares Msci Eafe ETF | -5.8% | EXIT | Sold out |
| 26 | EWJ | Ishares Msci Japan ETF | -9.7% | EXIT | Sold out |
Filing History
FAQ
What is Board of Trustees of The Leland Stanford Junior University and what type of investor is it?
Board of Trustees of The Leland Stanford Junior University is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $533.1M, spread across 19 disclosed positions.
What are Board of Trustees of The Leland Stanford Junior University's largest equity positions?
Based on the latest 13F filing, Board of Trustees of The Leland Stanford Junior University's top holdings by market value are:
1. Ishares Msci Emerging Market (EEM) — $369.8M (69.4%)
2. Alphabet Inc-cl A (GOOGL) — $117.2M (22.0%)
3. Kodiak Sciences Inc (KOD) — $27.0M (5.1%)
4. Crowdstrike Holdings Inc - A (CRWD) — $5.1M (1.0%)
5. Annexon Inc (ANNX) — $2.8M (0.5%)
What changes did Board of Trustees of The Leland Stanford Junior University make in its most recent portfolio filing?
In the latest reported quarter, Board of Trustees of The Leland Stanford Junior University made 13 notable position adjustments: 4 new positions were initiated, 0 existing holdings were added to, 2 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Ishares Msci Japan ETF (EWJ); Sold out: Ishares Msci Eafe ETF (EFA); Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); New buy: Crowdstrike Holdings Inc - A (CRWD); Sold out: Maplight Therapeutics Inc (MPLT)
What sectors does Board of Trustees of The Leland Stanford Junior University focus on?
Board of Trustees of The Leland Stanford Junior University is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 94.3%
• Information Technology: 4.4%
• Energy: 0.8%
• Industrials: 0.4%
Investment Profile
Board of Trustees of The Leland Stanford Junior University returned an annualized 29.0% over the trailing 36 months — outperforming the S&P 500 by 4.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.12 (more volatile than the market) and a 58% quarterly batting average against the index.
Its portfolio is concentrated and moderately active, with 94.3% of the portfolio concentrated in Communication Services.
Its turnover score has risen from 0 to 49 over the past 4 quarters — a shift toward more active trading.
It has added to its KOD position over the past two quarters (+$7.6M, now $27.0M), while trimming BOLT over the same stretch (-$58.2K, still holding $138.5K).
Peer Institutions
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TC
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CIK 0001977402
Total reported value
$532.8M
2 stks
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Concentration100.0
Portfolio Stability8.8
Sector conviction100.0
AUM within 0.0% of this institution
View detail
RC
Rs Crum Inc.
CIK 0001401459
Total reported value
$533.4M
103 stks
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Concentration31.8
Portfolio Stability17.8
Sector conviction52.0
AUM within 0.1% of this institution
View detail
SI
Sovereign Investment Advisors, LLC
CIK 0001908165
Total reported value
$532.7M
109 stks
2026-06-30
Concentration19.1
Portfolio Stability18.9
Sector conviction100.0
AUM within 0.1% of this institution
View detail
Similar Holdings Style
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LM
Legg Mason International Equities
CIK 0001134743
Total reported value
$8.3M
7 stks
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Stale — no recent filing
Concentration85.4
Portfolio Stability100.0
Sector conviction0.0
Also holds Ishares Msci Emerging Market as its largest position
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DS
Daiwa SB Investments Ltd.
CIK 0001435346
Total reported value
$505.5M
221 stks
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Stale — no recent filing
Concentration8.3
Portfolio Stability25.7
Sector conviction60.0
Also holds Ishares Msci Emerging Market as its largest position
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CF
Ceros Financial Services Inc.
CIK 0001536022
Total reported value
$316.0M
192 stks
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Stale — no recent filing
Concentration25.5
Portfolio Stability0.0
Sector conviction91.7
Also holds Ishares Msci Emerging Market as its largest position
View detail
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Developer Access
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