CZ
Chan Zuckerberg Initiative, LLC — 13F Portfolio Analysis & Stock Picks (Q2 2026)
Chan Zuckerberg Initiative, LLCCIK: 0001997453
Concentrated strategyLong-term holder
Total reported value
$58.5M
Reporting period: 2026-06-30 · Number of holdings: 1
Chan Zuckerberg Initiative, LLC disclosed 1 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $58.5M and a quarterly turnover rate of 17.2%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 17.16
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% 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.govUnchanged IEMG
0.0% $9.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 100.00% | — | — |
Portfolio Performance
Performance for Q3 2026
-1.2%
Performance Last 4 Quarters
+18.7%
- Stdev
- +13.8%
- Beta
- +0.75
- Alpha
- +2.5%
- Max Drawdown
- -8.4%
- Annualized Perf
- +18%
- Batting Avg vs S&P
- +52.8%
- Sortino
- +2.23
- Stutzer
- +0.36
- Treynor
- +0.23
- Sterling
- +1.08
- Calmar
- +2.13
- Information Ratio
- -0.23
- Tracking Error
- +10.4%
- Stdev Down
- +7.9%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +33.1%
- Worst 12 Months
- +4.1%
- Efficiency Ratio
- +0.5
- Sharpe
- +1.27
- Stdev Sectors
- —
- Skewness
- -0.46
- Kurtosis
- -0.16
- Upside Potential
- +3.81
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | — | — | Unchanged |
Filing History
FAQ
What is Chan Zuckerberg Initiative, LLC and what type of investor is it?
Chan Zuckerberg Initiative, LLC 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 $58.5M, spread across 1 disclosed positions.
What are Chan Zuckerberg Initiative, LLC's largest equity positions?
Based on the latest 13F filing, Chan Zuckerberg Initiative, LLC's top holdings by market value are:
1. Ishares Core Msci Emerging (IEMG) — $58.5M (100.0%)
What changes did Chan Zuckerberg Initiative, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Chan Zuckerberg Initiative, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Chan Zuckerberg Initiative, LLC focus on?
Sector breakdown data is not yet available for Chan Zuckerberg Initiative, LLC. Check back after the next 13F processing cycle.
Investment Profile
Chan Zuckerberg Initiative, LLC returned an annualized 18.0% over the trailing 36 months — outperforming the S&P 500 by 2.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.75 (less volatile than the market) and a 53% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
Its turnover score has risen from 0 to 17 over the past 4 quarters — a shift toward more active trading.
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Developer Access
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