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CIK: 0001674705
Total reported value
$210.1M
$210.1M
2 檔
40.8%
As reported in its official Q3 2024 Form 13F filing, William Marsh Rice University's tracked investment portfolio stood at $210.1M with 2 total positions.
William Marsh Rice University executed strategic sector rebalancing during Q3 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 0 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSM | Black Stone Minerals LP | Stock-Other | 99.71% | +2.52% | — | |
| 2 | KVYO | Klaviyo Inc-a | Stock-Other | 0.29% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSM | Black Stone Minerals LP | +0.4% | — | Unchanged |
| 2 | KVYO | Klaviyo Inc-a | +0.3% | NEW | New buy |
| 3 | VERA | Vera Therapeutics Inc | -0.7% | EXIT | Sold out |
According to official SEC Form 13F filings, William Marsh Rice University reported a total U.S. public equity portfolio value of $210.1M across 2 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BSM, KVYO) accounted for 40.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
KVYO
市值: $245.2K
Top Position Liquidated / Trimmed
VERA
前期市值: $593.2K
During Q3 2024, William Marsh Rice University's top holdings by market value included BSM (99.7%)、KVYO (0.3%). The largest single position, BSM, represented 99.7% of total portfolio value.
In Q3 2024, William Marsh Rice University made 2 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 0 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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