CIK: 0002111628
Total reported value
$429.6M
Reporting period: 2026-03-31 · Number of holdings: 4
Laura & John Arnold Foundation disclosed 4 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $429.6M and a quarterly turnover rate of 33.2%.
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Laura & John Arnold Foundation's disclosed holdings carry a Herfindahl concentration index of 0.328 — mathematically equivalent to about 3 equally-sized positions, close to its 4 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.65), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
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 28% 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.
Trim GOOG
-50.1% -$111.3M
Add XLU
0.0% $13.4M
Add AMZN
0.0% -$2.7M
Add IGV
0.0% -$37.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 44.90% | +13.32% | — | |
| 2 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 27.58% | +0.05% | — | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 21.70% | -14.31% | -50.15% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.82% | +0.94% | — |
Performance for Q3 2026
-5.1%
Performance Last 4 Quarters
+6.1%
Based on 5 months of available history
Based on 72% of reported portfolio value with available pricing
Laura & John Arnold Foundation's most significant position changes for 2026-03-31: Trim: Alphabet Inc-cl C (GOOG) — shares -50.15%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +13.3% | — | Unchanged |
| 2 | AMZN | Amazon.com INC | +0.9% | — | Unchanged |
| 3 | IGV | Ishares Expanded Tech-softwa | +0.1% | — | Unchanged |
| 4 | GOOG | Alphabet Inc-cl C | -14.3% | -50.15% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
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