NY
New York University — 13F Portfolio Changes & Top Buys (Q2 2026)
New York UniversityCIK: 0002069154
Concentrated strategyLong-term holder
Total reported value
$127.5M
Reporting period: 2026-06-30 · Number of holdings: 1
New York University disclosed 1 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $127.5M and a quarterly turnover rate of 0.0%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "N"
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- 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.govNew buy IEMG
Sold out EEM
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% | +100.00% | NEW |
Portfolio Performance
Performance for Q3 2026
-1.6%
Performance Last 4 Quarters
+7.8%
- Stdev
- +28.8%
- Beta
- +1.45
- Alpha
- -17.2%
- Max Drawdown
- -6.3%
- Annualized Perf
- +16.3%
- Batting Avg vs S&P
- +66.7%
- Sortino
- +1.18
- Stutzer
- +0.2
- Treynor
- +0.13
- Sterling
- —
- Calmar
- +2.58
- Information Ratio
- -0.46
- Tracking Error
- +13%
- Stdev Down
- +15.8%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.19
- Sharpe
- +0.65
- Stdev Sectors
- —
- Skewness
- -0.06
- Kurtosis
- -1.3
- Upside Potential
- +3.14
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 2026-06-30: New buy: Ishares Core Msci Emerging (IEMG); Sold out: Ishares Msci Emerging Market (EEM).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +100% | NEW | New buy |
| 2 | EEM | Ishares Msci Emerging Market | -100% | EXIT | Sold out |
* 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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $127.5M, spread across 1 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) — $127.5M (100.0%)
What changes did New York University make in its most recent portfolio filing?
In the latest reported quarter, New York University made 2 notable position adjustments: 1 new positions were initiated, 0 existing holdings were added to, 0 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Ishares Core Msci Emerging (IEMG); Sold out: Ishares Msci Emerging Market (EEM)
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 16.3% over the trailing 6 months — underperforming the S&P 500 by 17.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.45 (more volatile than the market) and a 67% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
Peer Institutions
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TL
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EC
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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