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CIK: 0001697228
Total reported value
$126.3M
$126.3M
10 檔
51.8%
According to the latest 13F quarterly dataset, University of Wisconsin Foundation managed an equity portfolio of $126.3M at the end of Q1 2026, spanning 10 distinct U.S. exchange-listed positions.
University of Wisconsin Foundation executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 1 holdings and trimming 5 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PDCC | Pearl Diver Credit Compy Inc | Stock-Other | 13.61% | -2.10% | — | |
| 2 | NU | Nu Holdings Ltd. | Stock-Financials | 13.10% | -2.24% | -28.30% | |
| 3 | PCVX | Vaxcyte Inc | Stock-Other | 12.37% | -1.34% | -2.94% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 9.54% | -2.40% | -35.31% | |
| 5 | SE | Sea Ltd-adr | Stock-Comm Services | 9.46% | -9.46% | EXIT | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 9.29% | -9.29% | EXIT | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.14% | -2.02% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 8.49% | -8.49% | EXIT | |
| 9 | DYN | Dyne Therapeutics Inc | Stock-Other | 7.80% | -2.29% | +16.32% | |
| 10 | PRAX | Praxis Precision Medicines I | Stock-Other | 7.21% | +2.00% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PCVX | Vaxcyte Inc | +2.8% | -2.94% | Trim |
| 2 | DYN | Dyne Therapeutics Inc | +1% | +16.32% | Add |
| 3 | PDCC | Pearl Diver Credit Compy Inc | -3.5% | — | Unchanged |
| 4 | NVDA | Nvidia CORP | -4.7% | -32.63% | Trim |
| 5 | MSFT | Microsoft CORP | -4.7% | -20.31% | Trim |
| 6 | AAPL | Apple Inc | -5.4% | -35.31% | Trim |
| 7 | NU | Nu Holdings Ltd. | -7.1% | -28.30% | Trim |
| 8 | SE | Sea Ltd-adr | — | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 10 | PRAX | Praxis Precision Medicines I | — | NEW | New buy |
| 11 | JANX | Janux 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 10 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including PDCC, NU, PCVX) accounted for 51.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
SE
市值: $10.7M
Top Position Liquidated / Trimmed
JANX
前期市值: $5.0M
During Q1 2026, University of Wisconsin Foundation's top holdings by market value included PDCC (13.6%)、NU (13.1%)、PCVX (12.4%). The largest single position, PDCC, represented 13.6% of total portfolio value.
In Q1 2026, University of Wisconsin Foundation made 10 total portfolio adjustments, initiating 3 new buys, adding to 1 positions, trimming 5 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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