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CIK: 0000315054
Total reported value
$4.4B
$4.4B
2 檔
3.6%
As reported in its official Q3 2024 Form 13F filing, Regents Of THE University Of California's tracked investment portfolio stood at $4.4B with 2 total positions.
In Q3 2024, Regents Of THE University Of California adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OWL | Blue Owl Capital Inc | Stock-Financials | 99.00% | -0.01% | — | |
| 2 | SRZNW | Surrozen Inc-cw25 | Stock-Other | 1.00% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OWL | Blue Owl Capital Inc | +21.5% | — | Unchanged |
| 2 | SRZNW | Surrozen Inc-cw25 | +1% | NEW | New buy |
| 3 | VZ | Verizon Communications Inc | -0.2% | EXIT | Sold out |
| 4 | ERAS | Erasca Inc | -0.3% | EXIT | Sold out |
| 5 | SANA | Sana Biotechnology Inc | -0.5% | EXIT | Sold out |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | -1.3% | EXIT | Sold out |
| 7 | NTLA | Intellia Therapeutics Inc | -1.4% | EXIT | Sold out |
| 8 | OBDC | Blue Owl Capital CORP | -18.8% | EXIT | Sold out |
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 2 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including OWL, SRZNW) accounted for 3.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
SRZNW
市值: $1.6M
Top Position Liquidated / Trimmed
OBDC
前期市值: $34.4M
During Q3 2024, Regents Of THE University Of California's top holdings by market value included OWL (99.0%)、SRZNW (1.0%). The largest single position, OWL, represented 99.0% of total portfolio value.
In Q3 2024, Regents Of THE University Of California made 7 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 6 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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