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CIK: 0000315054
Total reported value
$4.4B
$4.4B
26 檔
7.3%
According to the latest 13F quarterly dataset, Regents Of THE University Of California managed an equity portfolio of $4.4B at the end of Q1 2024, spanning 26 distinct U.S. exchange-listed positions.
During Q1 2024, Regents Of THE University Of California's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OBDC | Blue Owl Capital CORP | Stock-Financials | 45.12% | — | -42.36% | |
| 2 | OWL | Blue Owl Capital Inc | Stock-Financials | 43.80% | -0.01% | -50.12% | |
| 3 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 1.50% | — | — | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | — | — | |
| 5 | NTLA | Intellia Therapeutics Inc | Stock-Other | 0.94% | — | — | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.91% | — | — | |
| 7 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | — | — | |
| 8 | SPGI | S&p Global Inc | Stock-Financials | 0.74% | — | — | |
| 9 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.72% | — | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | — | — | |
| 11 | SANA | Sana Biotechnology Inc | Stock-Other | 0.45% | — | — | |
| 12 | TXN | Texas Instruments Inc | Stock-Tech | 0.33% | — | — | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | — | — | |
| 14 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.31% | — | — | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 0.31% | — | — | |
| 16 | GE | General Electric | Stock-Industrials | 0.26% | — | — | |
| 17 | HON | Honeywell International Inc | Stock-Industrials | 0.25% | — | — | |
| 18 | 8QR | Confluent Inc-class A | Stock-Other | 0.24% | — | — | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 0.22% | — | — | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.22% | — | — | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.21% | — | — | |
| 22 | ERAS | Erasca Inc | Stock-Other | 0.14% | — | — | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 0.11% | — | — | |
| 24 | T | At&t Inc | Stock-Comm Services | 0.11% | — | — | |
| 25 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.07% | — | — | |
| 26 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.06% | — | — |
According to official SEC Form 13F filings, Regents Of THE University Of California reported a total U.S. public equity portfolio value of $4.4B across 26 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including OBDC, OWL, EL) accounted for 7.3% of total reported equity market value during Q1 2024.
During Q1 2024, Regents Of THE University Of California's top holdings by market value included OBDC (45.1%)、OWL (43.8%)、EL (1.5%). The largest single position, OBDC, represented 45.1% of total portfolio value.
In Q1 2024, Regents Of THE University Of California made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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