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CIK: 0001664741
Total reported value
$111.6M
$111.6M
10 檔
213.8%
As reported in its official Q1 2024 Form 13F filing, Brown University's tracked investment portfolio stood at $111.6M with 10 total positions.
During Q1 2024, Brown University's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including OWL, OBDC, AVUV) accounted for 213.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OWL | Blue Owl Capital Inc | Stock-Financials | 52.26% | -2.90% | -23.26% | |
| 2 | OBDC | Blue Owl Capital CORP | Stock-Financials | 22.58% | -16.56% | EXIT | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 9.17% | — | — | |
| 4 | EWJ | Ishares Msci Japan ETF | ETF-Other | 6.88% | — | — | |
| 5 | OBDC | Blue Owl Capital Corporation | Stock-Financials | 4.12% | — | — | |
| 6 | BEKE | Ke Holdings Inc-adr | Stock-Other | 2.40% | — | — | |
| 7 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.13% | — | — | |
| 8 | ✓ | Prokidney CORP | Stock-Other | 0.65% | +0.07% | — | |
| 9 | ATAI | AtaiBeckley Inc. | Stock-Other | 0.56% | +0.89% | — | |
| 10 | CMPS | Compass Pathways PLC | Stock-Other | 0.24% | +1.56% | — |
According to official SEC Form 13F filings, Brown University reported a total U.S. public equity portfolio value of $111.6M across 10 disclosed positions in Q1 2024.
During Q1 2024, Brown University's top holdings by market value included OWL (52.3%)、OBDC (22.6%)、AVUV (9.2%). The largest single position, OWL, represented 52.3% of total portfolio value.
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In Q1 2024, Brown University made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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