WU
Washington University
Concentrated strategySector-focusedContrarian
Total reported value
$264.8M
Reporting period: 2026-06-30 · Number of holdings: 3
WASHINGTON UNIVERSITY disclosed 3 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $264.8M and a quarterly turnover rate of 67.1%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 67.14
- Momentum/Contrarian
- 0
- Sector conviction
- 100
- Diversification
- 6
- Sizing Uniformity
- 91.45
Recent moves
New buy 15675D103
Trim NU
0.0% -$10.7M
Sold out MAZE
New buy RBRK
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NU | Nu Holdings Ltd. | Stock-Financials | 53.31% | -41.46% | — | |
| 2 | ✓ | Stock-Other | 45.99% | +45.99% | NEW | ||
| 3 | RBRK | Rubrik Inc-a | Stock-Tech | 0.69% | +0.69% | NEW |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-06-30 | 3 | $264.8M | 67 | |
| 2026-03-31 | 2 | $160.2M | 21 | |
| 2025-12-31 | 5 | $197.8M | 10 | |
| 2025-09-30 | 3 | $178.5M | 46 | |
| 2025-06-30 | 4 | $121.4M | 0 | |
| 2025-03-31 | 2 | $110.8M | 100 | |
| 2024-12-31 | 3 | $117.5M | 0 | |
| 2024-09-30 | 4 | $154.2M | 0 | |
| 2024-06-30 | 3 | $219.7M | 0 | |
| 2024-03-31 | 5 | $270.4M | 0 | |
| 2023-12-31 | 4 | $202.6M | 0 | |
| 2023-09-30 | 10 | $277.9M | 0 | |
| 2023-06-30 | 6 | $266.8M | 0 | |
| 2023-03-31 | 11 | $379.4M | 0 | |
| 2022-12-31 | 7 | $340.5M | 0 | |
| 2022-09-30 | 7 | $295.8M | 0 | |
| 2022-06-30 | 11 | $269.7M | 0 | |
| 2022-03-31 | 7 | $277.5M | 0 | |
| 2021-12-31 | 6 | $357.1M | 0 | |
| 2021-09-30 | 6 | $344.4M | 0 | |
| 2021-06-30 | 5 | $280.4M | 100 | |
| 2021-03-31 | 3 | $116.1M | 15 | |
| 2020-12-31 | 2 | $133.6M | — |
Holding changes this quarter
Washington University's most significant position changes for 2026-06-30: New buy: ; Sold out: Maze Therapeutics INC (MAZE); New buy: Rubrik Inc-a (RBRK).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +46% | NEW | New buy | |
| 2 | RBRK | Rubrik Inc-a | +0.7% | NEW | New buy |
| 3 | MAZE | Maze Therapeutics INC | -5.2% | EXIT | Sold out |
| 4 | NU | Nu Holdings Ltd. | -41.5% | — | Unchanged |
FAQ
What is Washington University and what type of investor is it?
Washington University is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $264.8M, spread across 3 disclosed positions.
What are Washington University's largest equity positions?
Based on the latest 13F filing, Washington University's top holdings by market value are:
1. Nu Holdings Ltd. (NU) — $141.2M (53.3%)
2. — $121.8M (46.0%)
3. Rubrik Inc-a (RBRK) — $1.8M (0.7%)
What changes did Washington University make in its most recent portfolio filing?
In the latest reported quarter, Washington University made 3 notable position adjustments: 2 new positions were initiated, 0 existing holdings were added to, 0 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: ; Sold out: Maze Therapeutics INC (MAZE); New buy: Rubrik Inc-a (RBRK)
What sectors does Washington University focus on?
Washington University is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 98.7%
• Information Technology: 1.3%