NY
New York University — 13F Portfolio Changes & Top Buys (Q3 2026)
New York UniversityCIK: 0002069154
Concentrated strategyMomentum followerQuality / disciplined sizing
Total reported value
$313.8M
Reporting period: 2026-09-30 · Number of holdings: 2
New York University disclosed 2 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $313.8M and a quarterly turnover rate of 84.4%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 84.39
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 4
- Sizing Uniformity
- 99.91
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.govNew buy EFA
Trim IEMG
+26.4% $30.4M
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 | 50.33% | -49.67% | +26.37% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 49.67% | +49.67% | NEW |
Portfolio Performance
Performance for Q4 2026
+2.6%
Performance Last 4 Quarters
+5.7%
- Stdev
- +24.6%
- Beta
- +1.43
- Alpha
- -19.7%
- Max Drawdown
- -6.3%
- Annualized Perf
- +8.6%
- Batting Avg vs S&P
- +50%
- Sortino
- +0.79
- Stutzer
- +0.14
- Treynor
- +0.08
- Sterling
- —
- Calmar
- +1.36
- Information Ratio
- -0.92
- Tracking Error
- +11.4%
- Stdev Down
- +13.8%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.13
- Sharpe
- +0.44
- Stdev Sectors
- —
- Skewness
- +0.21
- Kurtosis
- -0.81
- Upside Potential
- +2.68
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
New York University's most significant position changes for 2026-09-30: New buy: Ishares Msci Eafe ETF (EFA); Add: Ishares Core Msci Emerging (IEMG) — shares +26.37%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +49.7% | NEW | New buy |
| 2 | IEMG | Ishares Core Msci Emerging | -49.7% | +26.37% | Add |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is New York University and what type of investor is it?
New York University 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 (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $313.8M, spread across 2 disclosed positions.
What are New York University's largest equity positions?
Based on the latest 13F filing, New York University's top holdings by market value are:
1. Ishares Core Msci Emerging (IEMG) — $157.9M (50.3%)
2. Ishares Msci Eafe ETF (EFA) — $155.8M (49.7%)
What changes did New York University make in its most recent portfolio filing?
In the latest quarter, New York University was primarily adding exposure — initiating 1 new positions and adding to 1 existing holdings. The largest of these moves: New buy: Ishares Msci Eafe ETF (EFA); Add: Ishares Core Msci Emerging (IEMG) — shares +26.37%
What sectors does New York University focus on?
Sector breakdown data is not yet available for New York University. Check back after the next 13F processing cycle.
Investment Profile
New York University returned an annualized 8.6% over the trailing 8 months — underperforming the S&P 500 by 19.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.43 (more volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is concentrated and fast-trading.
Its turnover score has risen from 0 to 84 over the past 3 quarters — a shift toward more active trading.
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Developer Access
Access New York University's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/new-york-universityCLI
npx alphasmo institutions get new-york-university