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CIK: 0000315054
Total reported value
$4.4B
$4.4B
12 檔
63.6%
At the close of Q1 2026, Regents Of THE University Of California disclosed equity holdings valued at approximately $4.4B, spread across 12 reported holdings.
In Q1 2026, Regents Of THE University Of California displayed an active expansion posture, initiating 3 new positions and adding to 2 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STT | State Street CORP | Stock-Financials | 42.37% | -3.82% | +15.61% | |
| 2 | OTF | Blue Owl Technology Finance | Stock-Other | 17.98% | -7.63% | — | |
| 3 | ASML | ASML Holding N.V. | Stock-Tech | 15.43% | +0.59% | -17.72% | |
| 4 | BN | Brookfield CORP | Stock-Financials | 12.09% | -3.33% | — | |
| 5 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 4.44% | -1.82% | — | |
| 6 | BX | Blackstone Inc | Stock-Financials | 2.47% | -2.47% | EXIT | |
| 7 | CG | Carlyle Group Inc/the | Stock-Financials | 2.44% | -2.44% | EXIT | |
| 8 | FDS | Factset Research Systems Inc | Stock-Financials | 1.63% | -1.63% | EXIT | |
| 9 | QTOP | Ishares Nsdq Top 30 Stocks | ETF-Other | 1.00% | -1.00% | EXIT | |
| 10 | SRZN | Surrozen Inc | Stock-Other | 0.13% | -0.05% | — | |
| 11 | OWL | Blue Owl Capital Inc | Stock-Financials | 0.02% | -0.01% | -98.89% | |
| 12 | SRZNW | Surrozen Inc-cw25 | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STT | State Street CORP | +2.3% | +15.61% | Add |
| 2 | FDS | Factset Research Systems Inc | +0.6% | +118.16% | Add |
| 3 | SRZN | Surrozen Inc | 0% | — | Unchanged |
| 4 | SRZNW | Surrozen Inc-cw25 | — | — | Unchanged |
| 5 | QTOP | Ishares Nsdq Top 30 Stocks | -0.2% | — | Unchanged |
| 6 | ASML | ASML Holding N.V. | -0.9% | -17.72% | Trim |
| 7 | BN | Brookfield CORP | -2.6% | — | Trim |
| 8 | OWL | Blue Owl Capital Inc | -3.2% | -98.89% | Trim |
| 9 | OTF | Blue Owl Technology Finance | -4.5% | — | Unchanged |
| 10 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 11 | BX | Blackstone Inc | — | NEW | New buy |
| 12 | CG | Carlyle Group Inc/the | — | NEW | New buy |
| 13 | DBRG | Digitalbridge Group Inc | — | 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 12 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including STT, OTF, ASML) accounted for 63.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLDM
市值: $133.4M
Top Position Liquidated / Trimmed
DBRG
前期市值: $27.1M
During Q1 2026, Regents Of THE University Of California's top holdings by market value included STT (42.4%)、OTF (18.0%)、ASML (15.4%). The largest single position, STT, represented 42.4% of total portfolio value.
In Q1 2026, Regents Of THE University Of California made 9 total portfolio adjustments, initiating 3 new buys, adding to 2 positions, trimming 3 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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