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CIK: 0000315054
Total reported value
$4.4B
$4.4B
5 檔
7.4%
At the close of Q4 2024, Regents Of THE University Of California disclosed equity holdings valued at approximately $4.4B, spread across 5 reported holdings.
In Q4 2024, Regents Of THE University Of California displayed an active expansion posture, initiating 4 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BN, OWL, QTOP) accounted for 7.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
BN
市值: $154.1M
Top Position Liquidated / Trimmed
SRZNW
前期市值: $1.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BN | Brookfield CORP | Stock-Financials | 47.75% | -3.33% | — | |
| 2 | OWL | Blue Owl Capital Inc | Stock-Financials | 43.17% | -0.01% | -25.00% | |
| 3 | QTOP | Ishares Nsdq Top 30 Stocks | ETF-Other | 8.19% | -1.00% | EXIT | |
| 4 | SRZN | Surrozen Inc | Stock-Other | 0.59% | -0.05% | — | |
| 5 | RBRK | Rubrik Inc-a | Stock-Tech | 0.30% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BN | Brookfield CORP | +47.8% | NEW | New buy |
| 2 | QTOP | Ishares Nsdq Top 30 Stocks | +8.2% | NEW | New buy |
| 3 | SRZN | Surrozen Inc | +0.6% | NEW | New buy |
| 4 | RBRK | Rubrik Inc-a | +0.3% | NEW | New buy |
| 5 | SRZNW | Surrozen Inc-cw25 | -1% | EXIT | Sold out |
| 6 | OWL | Blue Owl Capital Inc | -55.8% | -25.00% | Trim |
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 5 disclosed positions in Q4 2024.
During Q4 2024, Regents Of THE University Of California's top holdings by market value included BN (47.8%)、OWL (43.2%)、QTOP (8.2%). The largest single position, BN, represented 47.8% of total portfolio value.
In Q4 2024, Regents Of THE University Of California made 6 total portfolio adjustments, initiating 4 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 1 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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