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CIK: 0001697228
Total reported value
$126.3M
$126.3M
8 檔
74.7%
As reported in its official Q4 2025 Form 13F filing, University of Wisconsin Foundation's tracked investment portfolio stood at $126.3M with 8 total positions.
University of Wisconsin Foundation executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 3 holdings and trimming 1 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NU | Nu Holdings Ltd. | Stock-Financials | 20.16% | -2.24% | — | |
| 2 | PDCC | Pearl Diver Credit Compy Inc | Stock-Other | 17.09% | -2.10% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 14.96% | -2.40% | +66.09% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 13.97% | -9.29% | EXIT | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 13.19% | -8.49% | EXIT | |
| 6 | PCVX | Vaxcyte Inc | Stock-Other | 9.58% | -1.34% | — | |
| 7 | DYN | Dyne Therapeutics Inc | Stock-Other | 6.85% | -2.29% | -19.51% | |
| 8 | JANX | Janux Therapeutics Inc | Stock-Other | 4.20% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +6.5% | +66.09% | Add |
| 2 | NVDA | Nvidia CORP | +5.3% | +61.82% | Add |
| 3 | MSFT | Microsoft CORP | +4.7% | +66.89% | Add |
| 4 | DYN | Dyne Therapeutics Inc | +1.3% | -19.51% | Trim |
| 5 | NU | Nu Holdings Ltd. | +0.8% | — | Unchanged |
| 6 | PDCC | Pearl Diver Credit Compy Inc | -3.3% | — | Unchanged |
| 7 | AKRO | Akero Therapeutics Inc | — | EXIT | Sold out |
| 8 | RNAGBP | Avidity Biosciences Inc | — | EXIT | Sold out |
| 9 | PCVX | Vaxcyte Inc | — | NEW | New buy |
| 10 | MDGL | Madrigal Pharmaceuticals Inc | — | EXIT | Sold out |
| 11 | JANX | Janux Therapeutics Inc | — | NEW | New buy |
According to official SEC Form 13F filings, University of Wisconsin Foundation reported a total U.S. public equity portfolio value of $126.3M across 8 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NU, PDCC, AAPL) accounted for 74.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
PCVX
市值: $11.4M
Top Position Liquidated / Trimmed
AKRO
前期市值: $15.6M
During Q4 2025, University of Wisconsin Foundation's top holdings by market value included NU (20.2%)、PDCC (17.1%)、AAPL (15.0%). The largest single position, NU, represented 20.2% of total portfolio value.
In Q4 2025, University of Wisconsin Foundation made 9 total portfolio adjustments, initiating 2 new buys, adding to 3 positions, trimming 1 holdings, and fully liquidating 3 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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