MI
Massachusetts Institute Of Technology 13F Holdings (8 Positions, Q2 2026)
Massachusetts Institute Of TechnologyCIK: 0000351051
Concentrated strategySector-focusedMomentum follower
Total reported value
$732.6M
Reporting period: 2026-06-30 · Number of holdings: 8
MASSACHUSETTS INSTITUTE OF TECHNOLOGY disclosed 8 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $732.6M and a quarterly turnover rate of 24.3%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 24.28
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 16
- Sizing Uniformity
- 80.37
Massachusetts Institute Of Technology's disclosed holdings carry a Herfindahl concentration index of 0.547 — mathematically equivalent to about 2 equally-sized positions, well below its 8 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 1.96), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 47.2 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd CPNG
+51.5% $142.9M
Trim CVNA
+400.0% $8.5M
Trim BOC
0.0% $4.8M
Trim CRMT
0.0% -$1.7M
New buy NVDA
New buy INTC
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 | CPNG | Coupang Inc | Stock-Consumer Disc | 69.06% | +6.13% | +51.48% | |
| 2 | CVNA | Carvana Co | Stock-Consumer Disc | 25.98% | -5.53% | +400.00% | |
| 3 | BOC | Boston Omaha Corp-cl A | Stock-Other | 4.55% | -0.40% | — | |
| 4 | TXT | Textron Inc | Stock-Industrials | 0.20% | -0.04% | — | |
| 5 | CRMT | America's Car-mart Inc | Stock-Other | 0.06% | -0.31% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 0.06% | +0.06% | NEW | |
| 7 | INTC | Intel CORP | Stock-Tech | 0.04% | +0.04% | NEW | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 0.04% | +0.04% | NEW |
Portfolio Performance
Performance for Q4 2026
-9.4%
Performance Last 4 Quarters
-28.6%
- Stdev
- +32.5%
- Beta
- +0.51
- Alpha
- +2.6%
- Max Drawdown
- -33%
- Annualized Perf
- +9.5%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +0.76
- Stutzer
- +0.13
- Treynor
- +0.28
- Sterling
- +0.35
- Calmar
- +0.29
- Information Ratio
- -0.26
- Tracking Error
- +32.5%
- Stdev Down
- +18.5%
- Winning Months %
- +47.2%
- Losing Months %
- +52.8%
- Best 12 Months
- +57.7%
- Worst 12 Months
- -33%
- Efficiency Ratio
- +0.12
- Sharpe
- +0.43
- Stdev Sectors
- +43.1%
- Skewness
- +0.59
- Kurtosis
- +0.27
- Upside Potential
- +2.69
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 8 | $732.6M | 24 | ||
| 2026 Q1 | 5 | $577.0M | 27 | ||
| 2025 Q4 | 7 | $753.3M | 31 | ||
| 2025 Q3 | 10 | $920.4M | 34 | ||
| 2025 Q2 | 7 | $995.5M | 0 | ||
| 2025 Q1 | 6 | $707.2M | 100 | ||
| 2024 Q4 | 10 | $705.1M | 0 | ||
| 2024 Q3 | 4 | $749.0M | 0 | ||
| 2024 Q2 | 5 | $638.9M | 0 | ||
| 2024 Q1 | 5 | $558.2M | 0 | ||
| 2023 Q4 | 10 | $539.6M | 0 | ||
| 2023 Q3 | 7 | $581.2M | 0 | ||
| 2023 Q2 | 9 | $669.2M | 0 | ||
| 2023 Q1 | 10 | $639.6M | 0 | ||
| 2022 Q4 | 8 | $602.4M | 0 | ||
| 2022 Q3 | 7 | $588.0M | 0 | ||
| 2022 Q2 | 6 | $466.3M | 0 | ||
| 2022 Q1 | 7 | $626.9M | 0 | ||
| 2021 Q4 | 10 | $738.1M | 0 | ||
| 2020 Q4 | 9 | $89.2M | 99 | ||
| 2020 Q3 | 6 | $45.1M | 56 | ||
| 2020 Q2 | 8 | $68.0M | 64 | ||
| 2020 Q1 | 5 | $44.8M | 77 | ||
| 2019 Q4 | 4 | $78.7M | 24 | ||
| 2019 Q3 | 5 | $94.2M | 14 | ||
| 2019 Q2 | 6 | $104.4M | 21 | ||
| 2019 Q1 | 4 | $117.6M | 20 | ||
| 2018 Q4 | 7 | $117.1M | — |
Holding changes this quarter
Massachusetts Institute Of Technology's most significant position changes for 2026-06-30: New buy: Nvidia CORP (NVDA); New buy: Intel CORP (INTC); New buy: Bank Of America CORP (BAC); Add: Coupang Inc (CPNG) — shares +51.48%; Add: Carvana Co (CVNA) — shares +400.00%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CPNG | Coupang Inc | +6.1% | +51.48% | Add |
| 2 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 3 | INTC | Intel CORP | 0% | NEW | New buy |
| 4 | BAC | Bank Of America CORP | 0% | NEW | New buy |
| 5 | TXT | Textron Inc | 0% | — | Unchanged |
| 6 | CRMT | America's Car-mart Inc | -0.3% | — | Unchanged |
| 7 | BOC | Boston Omaha Corp-cl A | -0.4% | — | Unchanged |
| 8 | CVNA | Carvana Co | -5.5% | +400.00% | Add |
Filing History
FAQ
What is Massachusetts Institute Of Technology and what type of investor is it?
Massachusetts Institute Of Technology 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 $732.6M, spread across 8 disclosed positions.
What are Massachusetts Institute Of Technology's largest equity positions?
Based on the latest 13F filing, Massachusetts Institute Of Technology's top holdings by market value are:
1. Coupang Inc (CPNG) — $506.0M (69.1%)
2. Carvana Co (CVNA) — $190.3M (26.0%)
3. Boston Omaha Corp-cl A (BOC) — $33.3M (4.5%)
4. Textron Inc (TXT) — $1.5M (0.2%)
5. America's Car-mart Inc (CRMT) — $467.1K (0.1%)
What changes did Massachusetts Institute Of Technology make in its most recent portfolio filing?
In the latest quarter, Massachusetts Institute Of Technology was primarily adding exposure — initiating 3 new positions and adding to 2 existing holdings. The largest of these moves: New buy: Nvidia CORP (NVDA); New buy: Intel CORP (INTC); New buy: Bank Of America CORP (BAC); Add: Coupang Inc (CPNG) — shares +51.48%; Add: Carvana Co (CVNA) — shares +400.00%
What sectors does Massachusetts Institute Of Technology focus on?
Massachusetts Institute Of Technology is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Discretionary: 99.6%
• Industrials: 0.2%
• Information Technology: 0.1%
• Financials: 0.0%
Investment Profile
Massachusetts Institute Of Technology returned an annualized 9.5% over the trailing 36 months — outperforming the S&P 500 by 2.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.51 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is concentrated and moderately active, with 99.6% of the portfolio concentrated in Consumer Discretionary.
Its turnover score has risen from 0 to 24 over the past 4 quarters — a shift toward more active trading.
It has added to its TXT position over the past two quarters (+$73.0K, now $1.5M), while trimming CRMT over the same stretch (-$3.8M, still holding $467.1K).
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AC
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Developer Access
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