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CIK: 0001476993
Total reported value
$1.6B
$1.6B
17 檔
110.1%
In Q1 2026, Investure, LLC's U.S. equity holdings reached a combined market value of $1.6B, distributed across 17 disclosed stock positions.
In Q1 2026, Investure, LLC displayed an active expansion posture, initiating 2 new positions and adding to 11 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BBJP, IEFA) accounted for 110.1% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 45.33% | -18.84% | -14.30% | |
| 2 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 11.11% | +4.36% | — | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 10.94% | +0.87% | +19.15% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.16% | +3.77% | +3.04% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 8.85% | +3.04% | +306.49% | |
| 6 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.58% | +1.50% | — | |
| 7 | EQR | Equity Residential | Stock-Real Estate | 1.22% | +0.56% | +44.16% | |
| 8 | ESS | Essex Property Trust Inc | Stock-Real Estate | 1.20% | +0.64% | +38.05% | |
| 9 | INVH | Invitation Homes Inc | Stock-Real Estate | 1.16% | +0.63% | +46.05% | |
| 10 | CPT | Camden Property Trust | Stock-Real Estate | 1.14% | +0.56% | +30.11% | |
| 11 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 1.14% | +0.52% | — | |
| 12 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.14% | +0.53% | +46.47% | |
| 13 | UDR | Udr Inc | Stock-Real Estate | 1.13% | +0.57% | +38.15% | |
| 14 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.11% | +0.50% | +31.76% | |
| 15 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 1.09% | +0.58% | — | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.64% | +0.17% | — | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.08% | +0.02% | +113.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +6.5% | +306.49% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +19.15% | Add |
| 3 | EQR | Equity Residential | +0.2% | +44.16% | Add |
| 4 | AVB | Avalonbay Communities Inc | +0.2% | +46.47% | Add |
| 5 | INVH | Invitation Homes Inc | +0.2% | +46.05% | Add |
| 6 | ESS | Essex Property Trust Inc | +0.1% | +38.05% | Add |
| 7 | UDR | Udr Inc | +0.1% | +38.15% | Add |
| 8 | AGG | Ishares Core U.s. Aggregate | 0% | +113.29% | Add |
| 9 | CPT | Camden Property Trust | 0% | +30.11% | Add |
| 10 | MAA | Mid-america Apartment Comm | 0% | +31.76% | Add |
| 11 | VGSH | Vanguard Short-term Treasury | -0.1% | — | Unchanged |
| 12 | CRBN | Ish Low Car Opt Ms Ac Etf-us | -0.2% | — | Unchanged |
| 13 | XBI | Ss Spdr S&p Biotech ETF | -0.2% | — | Unchanged |
| 14 | VTI | Vanguard Total Stock Mkt ETF | -1.6% | +3.04% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | -18% | -14.30% | Trim |
| 16 | BBJP | Jpmorgan Betabuilders Japan | — | NEW | New buy |
| 17 | AMH | American Homes 4 Rent- A | — | NEW | New buy |
According to official SEC Form 13F filings, Investure, LLC reported a total U.S. public equity portfolio value of $1.6B across 17 disclosed positions in Q1 2026.
During Q1 2026, Investure, LLC's top holdings by market value included VOO (45.3%)、BBJP (11.1%)、IEFA (10.9%). The largest single position, VOO, represented 45.3% of total portfolio value.
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Top New Position Initiated
BBJP
市值: $226.5M
Top Position Liquidated / Trimmed
VOO
前期市值: $1.1B
In Q1 2026, Investure, LLC made 14 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 1 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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