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CIK: 0001697228
Total reported value
$126.3M
$126.3M
9 檔
67.7%
The Q3 2025 SEC filing reveals that University of Wisconsin Foundation held a total portfolio value of $126.3M, covering 9 public equity positions.
University of Wisconsin Foundation executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 4 holdings and trimming 2 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PDCC | Pearl Diver Credit Compy Inc | Stock-Other | 20.39% | -2.10% | — | |
| 2 | NU | Nu Holdings Ltd. | Stock-Financials | 19.41% | -2.24% | — | |
| 3 | AKRO | Akero Therapeutics Inc | Stock-Other | 13.21% | — | — | |
| 4 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 10.67% | — | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 8.70% | -9.29% | EXIT | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 8.52% | -8.49% | EXIT | |
| 7 | AAPL | Apple Inc | Stock-Tech | 8.50% | -2.40% | — | |
| 8 | DYN | Dyne Therapeutics Inc | Stock-Other | 5.55% | -2.29% | — | |
| 9 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 5.05% | — | -73.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NU | Nu Holdings Ltd. | +7% | — | Unchanged |
| 2 | AKRO | Akero Therapeutics Inc | +1.9% | — | Unchanged |
| 3 | PDCC | Pearl Diver Credit Compy Inc | -3.1% | — | Trim |
| 4 | MDGL | Madrigal Pharmaceuticals Inc | -8.6% | -73.11% | Trim |
| 5 | SE | Sea Ltd-adr | — | EXIT | Sold out |
| 6 | RNAGBP | Avidity Biosciences Inc | — | NEW | New buy |
| 7 | NVDA | Nvidia CORP | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | AAPL | Apple Inc | — | NEW | New buy |
| 10 | ETNBGBP | 89bio Inc | — | EXIT | Sold out |
| 11 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| 12 | DYN | Dyne Therapeutics Inc | — | NEW | New buy |
| 13 | SRPT | Sarepta Therapeutics Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, University of Wisconsin Foundation reported a total U.S. public equity portfolio value of $126.3M across 9 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including PDCC, NU, AKRO) accounted for 67.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
RNAGBP
市值: $12.6M
Top Position Liquidated / Trimmed
SE
前期市值: $29.0M
During Q3 2025, University of Wisconsin Foundation's top holdings by market value included PDCC (20.4%)、NU (19.4%)、AKRO (13.2%). The largest single position, PDCC, represented 20.4% of total portfolio value.
In Q3 2025, University of Wisconsin Foundation made 11 total portfolio adjustments, initiating 5 new buys, adding to 0 positions, trimming 2 holdings, and fully liquidating 4 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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