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CIK: 0000351083
Total reported value
$104.2M
$104.2M
4 檔
284.8%
In Q1 2026, Trustees Of THE University Of Pennsylvania's U.S. equity holdings reached a combined market value of $104.2M, distributed across 4 disclosed stock positions.
In Q1 2026, Trustees Of THE University Of Pennsylvania displayed an active expansion posture, initiating 1 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KRMN | Karman Holdings Inc | Stock-Industrials | 52.65% | +26.49% | — | |
| 2 | USAR | USA Rare Earth Inc | Stock-Other | 24.75% | -14.54% | — | |
| 3 | LUNR | Intuitive Machines Inc | Stock-Other | 20.30% | -16.61% | — | |
| 4 | DNUT | Krispy Kreme Inc | Stock-Other | 2.29% | -2.29% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DNUT | Krispy Kreme Inc | -1.7% | — | Unchanged |
| 2 | LUNR | Intuitive Machines Inc | -5.6% | — | Unchanged |
| 3 | KRMN | Karman Holdings Inc | -17.5% | — | Unchanged |
| 4 | USAR | USA Rare Earth Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Trustees Of THE University Of Pennsylvania reported a total U.S. public equity portfolio value of $104.2M across 4 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including KRMN, USAR, LUNR) accounted for 284.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
USAR
市值: $73.5M
During Q1 2026, Trustees Of THE University Of Pennsylvania's top holdings by market value included KRMN (52.6%)、USAR (24.8%)、LUNR (20.3%). The largest single position, KRMN, represented 52.6% of total portfolio value.
In Q1 2026, Trustees Of THE University Of Pennsylvania made 1 total portfolio adjustments, initiating 1 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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