Howard Hughes Medical Institute 13F Portfolio Snapshot

CIK: 0000810386

High-turnover traderSector-focusedContrarian

Total reported value

$415.8M

Reporting period: 2026-03-31 · Number of holdings: 31

Howard Hughes Medical Institute disclosed 31 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $415.8M and a quarterly turnover rate of 157.5%.

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Personality snowflake

Concentration: 33.84
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 100
Diversification: 62
Sizing Uniformity: 87.05

Howard Hughes Medical Institute's disclosed holdings carry a Herfindahl concentration index of 0.085 — mathematically equivalent to about 12 equally-sized positions, well below its 31 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 1.29), with a handful of outsized bets alongside many smaller positions.

Recent activity leans toward initiating meaningfully larger new positions than it adds to existing ones (a 2.5 percentage-point tilt) — a pattern consistent with a more contrarian, new-idea-driven approach.

Recent moves

Trim SPY
-62.9%　-$104.9M
Add NVDA
+6069.4%　$55.2M
Add AAPL
+6142.3%　$49.6M
Add GOOGL
+11393.2%　$40.9M
Add MSFT
+6294.6%　$37.1M
Add AMZN
+6248.4%　$27.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	13.79%	-79.06%	-62.93%
2	NVDA	Nvidia CORP	Stock-Tech	13.51%	+12.95%	+6069.41%
3	AAPL	Apple INC	Stock-Tech	12.13%	+11.63%	+6142.31%
4	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	9.94%	+9.72%	+11393.20%
5	MSFT	Microsoft CORP	Stock-Tech	9.11%	+8.67%	+6294.63%
6	AMZN	Amazon.com INC	Stock-Consumer Disc	6.66%	+6.38%	+6248.35%
7	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	5.43%	+5.43%	NEW
8	AVGO	Broadcom INC	Stock-Tech	4.84%	+4.64%	+6300.39%
9	META	Meta Platforms Inc-class A	Stock-Comm Services	4.24%	+4.06%	+6464.39%
10	TSLA	Tesla INC	Stock-Consumer Disc	3.68%	+3.52%	+6728.69%
11	ASML	ASML Holding N.V.	Stock-Tech	1.72%	+1.72%	NEW
12	NFLX	Netflix INC	Stock-Comm Services	1.36%	+1.31%	+6326.07%
13	MU	Micron Technology INC	Stock-Tech	1.28%	+1.24%	+6416.18%
14	AMD	Advanced Micro Devices	Stock-Tech	1.11%	+1.07%	+6364.00%
15	PLTR	Palantir Technologies Inc-a	Stock-Tech	1.08%	+1.03%	+6176.94%
16	CSCO	Cisco Systems INC	Stock-Tech	0.94%	+0.90%	+5820.71%
17	AMAT	Applied Materials INC	Stock-Tech	0.90%	+0.87%	+6286.05%
18	LRCX	Lam Research CORP	Stock-Tech	0.89%	+0.86%	+6342.96%
19	ORCL	Oracle CORP	Stock-Tech	0.84%	+0.80%	+6525.28%
20	IBM	Intl Business Machines CORP	Stock-Tech	0.76%	+0.73%	+6379.10%
21	KLAC	Kla CORP	Stock-Tech	0.65%	+0.63%	+6417.86%
22	SAP	Sap Se-sponsored Adr	Stock-Tech	0.61%	+0.61%	NEW
23	INTC	Intel CORP	Stock-Tech	0.61%	+0.59%	+5821.45%
24	TXN	Texas Instruments INC	Stock-Tech	0.59%	+0.57%	+6351.53%
25	DIS	Walt Disney Co/the	Stock-Comm Services	0.57%	+0.54%	+6305.19%
26	CRM	Salesforce INC	Stock-Tech	0.57%	+0.54%	+6052.20%
27	UBER	Uber Technologies INC	Stock-Industrials	0.50%	+0.48%	+6364.21%
28	QCOM	Qualcomm INC	Stock-Tech	0.46%	+0.44%	+6295.69%
29	BKNG	Booking Holdings INC	Stock-Consumer Disc	0.45%	+0.43%	+6242.86%
30	ACN	Accenture plc	Stock-Tech	0.41%	+0.39%	+6323.13%
31	INTU	Intuit INC	Stock-Tech	0.39%	+0.37%	+6223.33%

Portfolio Performance

Performance for Q3 2026

Performance Last 4 Quarters

+14.8%

Based on 82% of reported portfolio value with available pricing

Stdev: +12.9%
Beta: +1.03
Alpha: -2.2%
Max Drawdown: -7.6%
Annualized Perf: +16.6%
Batting Avg vs S&P: +55.2%
Sortino: +2.51
Stutzer: +0.37
Treynor: +0.16
Sterling: +1
Calmar: +2.19
Information Ratio: -0.79
Tracking Error: +2%
Stdev Down: +6.5%
Winning Months %: +65.5%
Losing Months %: +34.5%
Best 12 Months: +31.3%
Worst 12 Months: +7.9%
Efficiency Ratio: +0.49
Sharpe: +1.26
Stdev Sectors: +25.8%
Skewness: +0.11
Kurtosis: -0.09
Upside Potential: +4.2

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	31	$415.8M	100	1SPY 2NVDA 3AAPL Top holdings2026-03-31 1.SPY 2.NVDA 3.AAPL 4.GOOGL 5.MSFT 6.AMZN 7.TSM 8.AVGO 9.META 10.TSLA
2025-12-31	500	$174.7M	3	1SPY 2NVDA 3AAPL Top holdings2025-12-31 1.SPY 2.NVDA 3.AAPL 4.MSFT 5.AMZN 6.GOOGL 7.AVGO 8.GOOG 9.META 10.TSLA
2025-09-30	500	$170.6M	27	1SPY 2NVDA 3MSFT Top holdings2025-09-30 1.SPY 2.NVDA 3.MSFT 4.AAPL 5.AMZN 6.META 7.AVGO 8.GOOGL 9.TSLA 10.GOOG
2025-06-30	501	$250.9M	0	1SPY 2NVDA 3MSFT Top holdings2025-06-30 1.SPY 2.NVDA 3.MSFT 4.AAPL 5.AMZN 6.META 7.AVGO 8.GOOGL 9.BRK-B 10.TSLA
2025-03-31	2	$202.2M	100	1SPY 2BIOA Top holdings2025-03-31 1.SPY 2.BIOA
2024-12-31	2	$568.4M	0	1SPY 2BIOA Top holdings2024-12-31 1.SPY 2.BIOA
2024-09-30	2	$630.4M	0	1SPY 2BIOA Top holdings2024-09-30 1.SPY 2.BIOA
2024-06-30	1	$466.2M	0	1SPY Top holdings2024-06-30 1.SPY
2024-03-31	2	$332.9M	0	1SPY 2PCT Top holdings2024-03-31 1.SPY 2.PCT
2023-12-31	2	$301.3M	0	1SPY 2PCT Top holdings2023-12-31 1.SPY 2.PCT
2023-09-30	2	$19.6M	0	1DT 2PCT Top holdings2023-09-30 1.DT 2.PCT
2023-06-30	2	$70.4M	0	1DT 2PCT Top holdings2023-06-30 1.DT 2.PCT
2023-03-31	5	$56.4M	0	1DT 2PCT 3SPY Top holdings2023-03-31 1.DT 2.PCT 3.SPY 4.EFA 5.EEM
2022-12-31	19	$179.6M	0	1DT 2DE 3TMO Top holdings2022-12-31 1.DT 2.DE 3.TMO 4.PCT 5.TM 6.MA 7.GOOG 8.DIS 9.V 10.SONY
2022-09-30	40	$351.7M	0	1DT 2GOOG 3DKS Top holdings2022-09-30 1.DT 2.GOOG 3.DKS 4.SLB 5.V 6.RL 7.PCT 8.LMT 9.META 10.WSM
2022-06-30	19	$185.1M	0	1DT 2TM 3PCT Top holdings2022-06-30 1.DT 2.TM 3.PCT 4.GOOG 5.TMO 6.MA 7.DIS 8.DE 9.SONY 10.AMZN
2022-03-31	20	$228.1M	0	1DT 2BRK-B 3TM Top holdings2022-03-31 1.DT 2.BRK-B 3.TM 4.GOOG 5.PCT 6.DE 7.TMO 8.SONY 9.MA 10.DIS
2021-12-31	22	$255.1M	0	1DT 2TM 3GOOG Top holdings2021-12-31 1.DT 2.TM 3.GOOG 4.BRK-B 5.TMO 6.SONY 7.PCT 8.DIS 9.TSM 10.MA
2021-09-30	23	$296.6M	0	1DT 2CERT 3PCT Top holdings2021-09-30 1.DT 2.CERT 3.PCT 4.TM 5.GOOG 6.BRK-B 7.DIS 8.SONY 9.TMO 10.C
2021-06-30	23	$299.0M	99	1DT 2CERT 3PCT Top holdings2021-06-30 1.DT 2.CERT 3.PCT 4.TM 5.GOOG 6.BRK-B 7.DIS 8.MA 9.TSM 10.C
2021-03-31	23	$293.7M	70	1DT 2PCT 3CERT Top holdings2021-03-31 1.DT 2.PCT 3.CERT 4.DIS 5.TM 6.SONY 7.BRK-B 8.DE 9.C 10.MA
2020-12-31	22	$427.3M	39	1SPY 2DT 3CERT Top holdings2020-12-31 1.SPY 2.DT 3.CERT 4.EFA 5.EEM 6.DIS 7.SONY 8.TM 9.TSM 10.MA
2020-09-30	21	$304.3M	63	1SPY 2DT 3EEM Top holdings2020-09-30 1.SPY 2.DT 3.EEM 4.EFA 5.GOOG 6.BRK-B 7.DIS 8.SWIUSD 9.TSM 10.SONY
2020-06-30	22	$245.0M	90	1DT 2IGV 3GOOG Top holdings2020-06-30 1.DT 2.IGV 3.GOOG 4.DIS 5.BRK-B 6.SWIUSD 7.TMO 8.SONY 9.TM 10.TSM
2020-03-31	22	$476.9M	90	1SPY 2EFA 3EEM Top holdings2020-03-31 1.SPY 2.EFA 3.EEM 4.DT 5.IGV 6.BRK-B 7.DIS 8.GOOG 9.TM 10.SWIUSD
2019-12-31	25	$279.2M	37	1EEM 2DT 3SONY Top holdings2019-12-31 1.EEM 2.DT 3.SONY 4.TM 5.TMO 6.SWIUSD 7.SPY 8.TSM 9.V 10.AMT
2019-09-30	25	$357.2M	67	1SPY 2EEM 3DT Top holdings2019-09-30 1.SPY 2.EEM 3.DT 4.SWIUSD 5.TM 6.SONY 7.TMO 8.V 9.HSY 10.TSM
2019-06-30	25	$209.1M	75	1EEM 2SWIUSD 3TMO Top holdings2019-06-30 1.EEM 2.SWIUSD 3.TMO 4.TM 5.SONY 6.HSY 7.V 8.HLT 9.AMT 10.EXPE
2019-03-31	27	$428.9M	54	1EEM 2SPY 3EFA Top holdings2019-03-31 1.EEM 2.SPY 3.EFA 4.SWIUSD 5.TM 6.TMO 7.V 8.HSY 9.SONY 10.HLT
2018-12-31	30	$315.6M	15	1EEM 2IWD 3SPY Top holdings2018-12-31 1.EEM 2.IWD 3.SPY 4.TM 5.SWIUSD 6.MA 7.SONY 8.EFA 9.TMO 10.HSY
2018-09-30	27	$342.4M	20	1EEM 2IWD 3SPY Top holdings2018-09-30 1.EEM 2.IWD 3.SPY 4.SONY 5.MA 6.TM 7.EFA 8.KBE 9.TMO 10.V
2018-06-30	27	$395.7M	31	1EEM 2EFA 3IWD Top holdings2018-06-30 1.EEM 2.EFA 3.IWD 4.SPY 5.TM 6.MA 7.SONY 8.KBE 9.V 10.TMO
2018-03-31	27	$384.5M	5	1EFA 2EEM 3SPY Top holdings2018-03-31 1.EFA 2.EEM 3.SPY 4.IWD 5.TM 6.MA 7.SONY 8.KBE 9.V 10.TSM
2017-12-31	28	$385.4M	35	1EFA 2EEM 3SPY Top holdings2017-12-31 1.EFA 2.EEM 3.SPY 4.IWD 5.TM 6.SONY 7.KBE 8.MA 9.HSY 10.V
2017-09-30	31	$402.8M	65	1SPY 2EEM 3EFA Top holdings2017-09-30 1.SPY 2.EEM 3.EFA 4.IWD 5.KBE 6.MA 7.SONY 8.TM 9.HSY 10.EXPE
2017-06-30	155	$548.6M	53	1SPY 2EEM 3IWD Top holdings2017-06-30 1.SPY 2.EEM 3.IWD 4.CACC 5.SIG 6.V 7.KBE 8.GM 9.GOOG 10.SONY
2017-03-31	149	$543.6M	40	1SPY 2IWD 3SIG Top holdings2017-03-31 1.SPY 2.IWD 3.SIG 4.V 5.KBE 6.CACC 7.GOOG 8.AMT 9.LEN 10.SONY
2016-12-31	147	$437.8M	44	1SPY 2SIG 3V Top holdings2016-12-31 1.SPY 2.SIG 3.V 4.GOOG 5.CACC 6.DIS 7.LBEUR 8.MA 9.AMT 10.STZ
2016-09-30	151	$388.2M	46	1SPY 2V 3MSFT Top holdings2016-09-30 1.SPY 2.V 3.MSFT 4.GOOG 5.SIG 6.TSM 7.AMZN 8.SONY 9.AMT 10.CACC
2016-06-30	161	$297.7M	68	1V 2SPY 3AMZN Top holdings2016-06-30 1.V 2.SPY 3.AMZN 4.MSFT 5.GOOG 6.CACC 7.SONY 8.AMT 9.DIS 10.HD
2016-03-31	158	$453.7M	68	1SPY 2V 3MSFT Top holdings2016-03-31 1.SPY 2.V 3.MSFT 4.TSM 5.AMZN 6.DIS 7.STZ 8.SONY 9.GOOG 10.LBEUR
2015-12-31	166	$656.8M	37	1SPY 2ACWI 3AMZN Top holdings2015-12-31 1.SPY 2.ACWI 3.AMZN 4.MSFT 5.LBEUR 6.TSM 7.ADBE 8.C 9.CHLUSD 10.GOOG
2015-09-30	158	$534.7M	44	1SPY 2LBEUR 3MSFT Top holdings2015-09-30 1.SPY 2.LBEUR 3.MSFT 4.AMZN 5.ADBE 6.TSM 7.MA 8.SBUX 9.38259P 10.DIS
2015-06-30	161	$472.0M	61	1SPY 2LBEUR 3MSFT Top holdings2015-06-30 1.SPY 2.LBEUR 3.MSFT 4.ADBE 5.TSM 6.FDX 7.MA 8.C 9.TMO 10.CHLUSD
2015-03-31	162	$736.9M	86	1SPY 2LBEUR 3TSM Top holdings2015-03-31 1.SPY 2.LBEUR 3.TSM 4.MSFT 5.C 6.CHLUSD 7.MA 8.FDX 9.38259P 10.ADBE
2014-12-31	164	$373.9M	64	1SPY 2TSM 3MSFT Top holdings2014-12-31 1.SPY 2.TSM 3.MSFT 4.FDX 5.C 6.VALE 7.MA 8.AAPL 9.MS 10.ADBE
2014-09-30	179	$449.4M	46	1SPY287482X3IWM Top holdings2014-09-30 1.SPY 2.87482X 3.IWM 4.MSFT 5.QCOM 6.TSM 7.TMO 8.VALE 9.FDX 10.MA
2014-06-30	178	$595.4M	33	1SPY287482X3IWM Top holdings2014-06-30 1.SPY 2.87482X 3.IWM 4.TSM 5.QCOM 6.MSFT 7.SLB 8.TMO 9.VALE 10.AAPL
2014-03-31	196	$704.5M	60	1SPY287482X3IWM Top holdings2014-03-31 1.SPY 2.87482X 3.IWM 4.MSFT 5.AAPL 6.TSM 7.QCOM 8.TMO 9.MS 10.AXP
2013-12-31	192	$663.2M	36	1SPY 2EEM 3IWM Top holdings2013-12-31 1.SPY 2.EEM 3.IWM 4.VWO 5.SMHC 6.DEM 7.AAPL 8.TMO 9.MA 10.TSM
2013-09-30	200	$652.6M	93	1SPY 2VWO 3EEM Top holdings2013-09-30 1.SPY 2.VWO 3.EEM 4.EFA 5.SMHC 6.DEM 7.AAPL 8.CHLUSD 9.TMO 10.TM
2013-06-30	208	$303.8M	0	1VWO 2EFA 3SMHC Top holdings2013-06-30 1.VWO 2.EFA 3.SMHC 4.DEM 5.TM 6.CHLUSD 7.TSM 8.AAPL 9.TMO 10.MA

Holding changes this quarter

Howard Hughes Medical Institute's most significant position changes for 2026-03-31: New buy: Taiwan Semiconductor-sp Adr (TSM); New buy: ASML Holding N.V. (ASML); New buy: Sap Se-sponsored Adr (SAP); Sold out: Alphabet Inc-cl C (GOOG); Sold out: Berkshire Hathaway Inc-cl B (BRK-B).

Position changes disclosed by Howard Hughes Medical Institute for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+13%	+6069.41%	Add
2	AAPL	Apple INC	+11.6%	+6142.31%	Add
3	GOOGL	Alphabet Inc-cl A	+9.7%	+11393.20%	Add
4	MSFT	Microsoft CORP	+8.7%	+6294.63%	Add
5	AMZN	Amazon.com INC	+6.4%	+6248.35%	Add
6	AVGO	Broadcom INC	+4.6%	+6300.39%	Add
7	META	Meta Platforms Inc-class A	+4.1%	+6464.39%	Add
8	TSLA	Tesla INC	+3.5%	+6728.69%	Add
9	NFLX	Netflix INC	+1.3%	+6326.07%	Add
10	MU	Micron Technology INC	+1.2%	+6416.18%	Add
11	AMD	Advanced Micro Devices	+1.1%	+6364.00%	Add
12	PLTR	Palantir Technologies Inc-a	+1%	+6176.94%	Add
13	CSCO	Cisco Systems INC	+0.9%	+5820.71%	Add
14	AMAT	Applied Materials INC	+0.9%	+6286.05%	Add
15	LRCX	Lam Research CORP	+0.9%	+6342.96%	Add
16	ORCL	Oracle CORP	+0.8%	+6525.28%	Add
17	IBM	Intl Business Machines CORP	+0.7%	+6379.10%	Add
18	KLAC	Kla CORP	+0.6%	+6417.86%	Add
19	INTC	Intel CORP	+0.6%	+5821.45%	Add
20	TXN	Texas Instruments INC	+0.6%	+6351.53%	Add
21	DIS	Walt Disney Co/the	+0.5%	+6305.19%	Add
22	CRM	Salesforce INC	+0.5%	+6052.20%	Add
23	UBER	Uber Technologies INC	+0.5%	+6364.21%	Add
24	QCOM	Qualcomm INC	+0.4%	+6295.69%	Add
25	BKNG	Booking Holdings INC	+0.4%	+6242.86%	Add
26	ACN	Accenture plc	+0.4%	+6323.13%	Add
27	INTU	Intuit INC	+0.4%	+6223.33%	Add
28	SPY	Ss Spdr S&p 500 ETF Trust-us	-79.1%	-62.93%	Trim
29	TSM	Taiwan Semiconductor-sp Adr	—	NEW	New buy
30	ASML	ASML Holding N.V.	—	NEW	New buy
31	SAP	Sap Se-sponsored Adr	—	NEW	New buy
32	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
33	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	Sold out
34	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out
35	LLY	Eli Lilly & Co	—	EXIT	Sold out
36	V	Visa Inc-class A Shares	—	EXIT	Sold out
37	XOM	Exxon Mobil CORP	—	EXIT	Sold out
38	JNJ	Johnson & Johnson	—	EXIT	Sold out
39	WMT	Walmart INC	—	EXIT	Sold out
40	MA	Mastercard INC - A	—	EXIT	Sold out
41	ABBV	Abbvie INC	—	EXIT	Sold out
42	COST	Costco Wholesale CORP	—	EXIT	Sold out
43	BAC	Bank Of America CORP	—	EXIT	Sold out
44	HD	Home Depot INC	—	EXIT	Sold out
45	PG	Procter & Gamble Co/the	—	EXIT	Sold out
46	GE	General Electric	—	EXIT	Sold out
47	UNH	Unitedhealth Group INC	—	EXIT	Sold out
48	WFC	Wells Fargo & Co	—	EXIT	Sold out
49	CVX	Chevron CORP	—	EXIT	Sold out
50	KO	Coca-cola Co/the	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-15	13F-HR	View on EDGAR
2025-12-31	2026-02-17	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-12	13F-HR	View on EDGAR
2022-03-31	2022-05-12	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR
2021-09-30	2021-11-10	13F-HR	View on EDGAR
2021-06-30	2021-08-10	13F-HR	View on EDGAR
2021-03-31	2021-05-06	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-10	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-05-08	13F-HR	View on EDGAR
2019-12-31	2020-02-12	13F-HR	View on EDGAR
2019-09-30	2019-11-08	13F-HR	View on EDGAR
2019-06-30	2019-08-09	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-13	13F-HR	View on EDGAR
2018-09-30	2018-11-09	13F-HR	View on EDGAR
2018-06-30	2018-07-31	13F-HR	View on EDGAR
2018-03-31	2018-05-02	13F-HR	View on EDGAR
2017-12-31	2018-02-06	13F-HR	View on EDGAR
2017-09-30	2017-11-02	13F-HR	View on EDGAR
2017-06-30	2017-08-11	13F-HR	View on EDGAR
2017-03-31	2017-04-25	13F-HR	View on EDGAR
2016-12-31	2017-02-01	13F-HR	View on EDGAR
2016-09-30	2016-11-10	13F-HR	View on EDGAR
2016-06-30	2016-08-03	13F-HR	View on EDGAR
2016-03-31	2016-05-10	13F-HR	View on EDGAR
2015-12-31	2016-02-11	13F-HR	View on EDGAR
2015-09-30	2015-11-16	13F-HR	View on EDGAR
2015-06-30	2015-08-13	13F-HR	View on EDGAR
2015-03-31	2015-05-14	13F-HR	View on EDGAR
2014-12-31	2015-02-11	13F-HR	View on EDGAR
2014-09-30	2014-11-04	13F-HR	View on EDGAR
2014-06-30	2014-08-01	13F-HR	View on EDGAR
2014-03-31	2014-05-08	13F-HR	View on EDGAR
2013-12-31	2014-02-10	13F-HR	View on EDGAR
2013-09-30	2013-11-08	13F-HR	View on EDGAR
2013-06-30	2013-08-08	13F-HR	View on EDGAR

FAQ

What is Howard Hughes Medical Institute and what type of investor is it?

Howard Hughes Medical Institute 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 (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $415.8M, spread across 31 disclosed positions.

What are Howard Hughes Medical Institute's largest equity positions?

Based on the latest 13F filing, Howard Hughes Medical Institute's top holdings by market value are: 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $57.4M (13.8%) 2. Nvidia CORP (NVDA) — $56.2M (13.5%) 3. Apple INC (AAPL) — $50.4M (12.1%) 4. Alphabet Inc-cl A (GOOGL) — $41.3M (9.9%) 5. Microsoft CORP (MSFT) — $37.9M (9.1%)

What changes did Howard Hughes Medical Institute make in its most recent portfolio filing?

In the latest reported quarter, Howard Hughes Medical Institute made 50 notable position adjustments: 3 new positions were initiated, 27 existing holdings were added to, 1 positions were partially reduced, and 19 were completely exited. The largest of these moves: New buy: Taiwan Semiconductor-sp Adr (TSM); New buy: ASML Holding N.V. (ASML); New buy: Sap Se-sponsored Adr (SAP); Sold out: Alphabet Inc-cl C (GOOG); Sold out: Berkshire Hathaway Inc-cl B (BRK-B)

What sectors does Howard Hughes Medical Institute focus on?

Howard Hughes Medical Institute is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 68.2% • Communication Services: 18.7% • Consumer Discretionary: 12.5% • Industrials: 0.6%

Peer Institutions

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Venator Management LLC

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Total reported value

$415.9M

28 stks

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Concentration32.7

Portfolio Stability23.7

Sector conviction84.1

AUM within 0.0% of this institution

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Stevens Capital Partners

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Total reported value

$415.9M

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Concentration17.6

Portfolio Stability22.1

Sector conviction58.4

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Signature Financial Management, Inc.

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Total reported value

$415.7M

126 stks

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Stale — no recent filing

Concentration32.7

Portfolio Stability53.2

Sector conviction76.1

AUM within 0.0% of this institution

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Similar Holdings Style

Institutions with overlapping top holdings

Bailard, INC.

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Portfolio Stability21.3

Sector conviction56.7

5 of the top 5 holdings overlap, including Apple INC

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Banco Bilbao Vizcaya Argentaria, S.a.

CIK 0000842180

Total reported value

$14.3B

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Portfolio Stability27.1

Sector conviction69.1

5 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us

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Goldman Sachs Group INC

CIK 0000886982

Total reported value

$870.9B

13,579 stks

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Concentration3.5

Portfolio Stability25.0

Sector conviction67.5

5 of the top 5 holdings overlap, including Nvidia CORP

View detail

Howard Hughes Medical Institute 13F Portfolio Snapshot

CIK: 0000810386

High-turnover traderSector-focusedContrarian

Total reported value

$415.8M

Reporting period: 2026-03-31 · Number of holdings: 31

Howard Hughes Medical Institute disclosed 31 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $415.8M and a quarterly turnover rate of 157.5%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "H"

Personality snowflake

Concentration: 33.84
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 100
Diversification: 62
Sizing Uniformity: 87.05

Position sizes vary widely across the portfolio (a coefficient of variation of 1.29), with a handful of outsized bets alongside many smaller positions.

Recent moves

Trim SPY
-62.9%　-$104.9M
Add NVDA
+6069.4%　$55.2M
Add AAPL
+6142.3%　$49.6M
Add GOOGL
+11393.2%　$40.9M
Add MSFT
+6294.6%　$37.1M
Add AMZN
+6248.4%　$27.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	13.79%	-79.06%	-62.93%
2	NVDA	Nvidia CORP	Stock-Tech	13.51%	+12.95%	+6069.41%
3	AAPL	Apple INC	Stock-Tech	12.13%	+11.63%	+6142.31%
4	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	9.94%	+9.72%	+11393.20%
5	MSFT	Microsoft CORP	Stock-Tech	9.11%	+8.67%	+6294.63%
6	AMZN	Amazon.com INC	Stock-Consumer Disc	6.66%	+6.38%	+6248.35%
7	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	5.43%	+5.43%	NEW
8	AVGO	Broadcom INC	Stock-Tech	4.84%	+4.64%	+6300.39%
9	META	Meta Platforms Inc-class A	Stock-Comm Services	4.24%	+4.06%	+6464.39%
10	TSLA	Tesla INC	Stock-Consumer Disc	3.68%	+3.52%	+6728.69%
11	ASML	ASML Holding N.V.	Stock-Tech	1.72%	+1.72%	NEW
12	NFLX	Netflix INC	Stock-Comm Services	1.36%	+1.31%	+6326.07%
13	MU	Micron Technology INC	Stock-Tech	1.28%	+1.24%	+6416.18%
14	AMD	Advanced Micro Devices	Stock-Tech	1.11%	+1.07%	+6364.00%
15	PLTR	Palantir Technologies Inc-a	Stock-Tech	1.08%	+1.03%	+6176.94%
16	CSCO	Cisco Systems INC	Stock-Tech	0.94%	+0.90%	+5820.71%
17	AMAT	Applied Materials INC	Stock-Tech	0.90%	+0.87%	+6286.05%
18	LRCX	Lam Research CORP	Stock-Tech	0.89%	+0.86%	+6342.96%
19	ORCL	Oracle CORP	Stock-Tech	0.84%	+0.80%	+6525.28%
20	IBM	Intl Business Machines CORP	Stock-Tech	0.76%	+0.73%	+6379.10%
21	KLAC	Kla CORP	Stock-Tech	0.65%	+0.63%	+6417.86%
22	SAP	Sap Se-sponsored Adr	Stock-Tech	0.61%	+0.61%	NEW
23	INTC	Intel CORP	Stock-Tech	0.61%	+0.59%	+5821.45%
24	TXN	Texas Instruments INC	Stock-Tech	0.59%	+0.57%	+6351.53%
25	DIS	Walt Disney Co/the	Stock-Comm Services	0.57%	+0.54%	+6305.19%
26	CRM	Salesforce INC	Stock-Tech	0.57%	+0.54%	+6052.20%
27	UBER	Uber Technologies INC	Stock-Industrials	0.50%	+0.48%	+6364.21%
28	QCOM	Qualcomm INC	Stock-Tech	0.46%	+0.44%	+6295.69%
29	BKNG	Booking Holdings INC	Stock-Consumer Disc	0.45%	+0.43%	+6242.86%
30	ACN	Accenture plc	Stock-Tech	0.41%	+0.39%	+6323.13%
31	INTU	Intuit INC	Stock-Tech	0.39%	+0.37%	+6223.33%

Portfolio Performance

Performance for Q3 2026

Performance Last 4 Quarters

+14.8%

Based on 82% of reported portfolio value with available pricing

Stdev: +12.9%
Beta: +1.03
Alpha: -2.2%
Max Drawdown: -7.6%
Annualized Perf: +16.6%
Batting Avg vs S&P: +55.2%
Sortino: +2.51
Stutzer: +0.37
Treynor: +0.16
Sterling: +1
Calmar: +2.19
Information Ratio: -0.79
Tracking Error: +2%
Stdev Down: +6.5%
Winning Months %: +65.5%
Losing Months %: +34.5%
Best 12 Months: +31.3%
Worst 12 Months: +7.9%
Efficiency Ratio: +0.49
Sharpe: +1.26
Stdev Sectors: +25.8%
Skewness: +0.11
Kurtosis: -0.09
Upside Potential: +4.2

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	31	$415.8M	100	1SPY 2NVDA 3AAPL Top holdings2026-03-31 1.SPY 2.NVDA 3.AAPL 4.GOOGL 5.MSFT 6.AMZN 7.TSM 8.AVGO 9.META 10.TSLA
2025-12-31	500	$174.7M	3	1SPY 2NVDA 3AAPL Top holdings2025-12-31 1.SPY 2.NVDA 3.AAPL 4.MSFT 5.AMZN 6.GOOGL 7.AVGO 8.GOOG 9.META 10.TSLA
2025-09-30	500	$170.6M	27	1SPY 2NVDA 3MSFT Top holdings2025-09-30 1.SPY 2.NVDA 3.MSFT 4.AAPL 5.AMZN 6.META 7.AVGO 8.GOOGL 9.TSLA 10.GOOG
2025-06-30	501	$250.9M	0	1SPY 2NVDA 3MSFT Top holdings2025-06-30 1.SPY 2.NVDA 3.MSFT 4.AAPL 5.AMZN 6.META 7.AVGO 8.GOOGL 9.BRK-B 10.TSLA
2025-03-31	2	$202.2M	100	1SPY 2BIOA Top holdings2025-03-31 1.SPY 2.BIOA
2024-12-31	2	$568.4M	0	1SPY 2BIOA Top holdings2024-12-31 1.SPY 2.BIOA
2024-09-30	2	$630.4M	0	1SPY 2BIOA Top holdings2024-09-30 1.SPY 2.BIOA
2024-06-30	1	$466.2M	0	1SPY Top holdings2024-06-30 1.SPY
2024-03-31	2	$332.9M	0	1SPY 2PCT Top holdings2024-03-31 1.SPY 2.PCT
2023-12-31	2	$301.3M	0	1SPY 2PCT Top holdings2023-12-31 1.SPY 2.PCT
2023-09-30	2	$19.6M	0	1DT 2PCT Top holdings2023-09-30 1.DT 2.PCT
2023-06-30	2	$70.4M	0	1DT 2PCT Top holdings2023-06-30 1.DT 2.PCT
2023-03-31	5	$56.4M	0	1DT 2PCT 3SPY Top holdings2023-03-31 1.DT 2.PCT 3.SPY 4.EFA 5.EEM
2022-12-31	19	$179.6M	0	1DT 2DE 3TMO Top holdings2022-12-31 1.DT 2.DE 3.TMO 4.PCT 5.TM 6.MA 7.GOOG 8.DIS 9.V 10.SONY
2022-09-30	40	$351.7M	0	1DT 2GOOG 3DKS Top holdings2022-09-30 1.DT 2.GOOG 3.DKS 4.SLB 5.V 6.RL 7.PCT 8.LMT 9.META 10.WSM
2022-06-30	19	$185.1M	0	1DT 2TM 3PCT Top holdings2022-06-30 1.DT 2.TM 3.PCT 4.GOOG 5.TMO 6.MA 7.DIS 8.DE 9.SONY 10.AMZN
2022-03-31	20	$228.1M	0	1DT 2BRK-B 3TM Top holdings2022-03-31 1.DT 2.BRK-B 3.TM 4.GOOG 5.PCT 6.DE 7.TMO 8.SONY 9.MA 10.DIS
2021-12-31	22	$255.1M	0	1DT 2TM 3GOOG Top holdings2021-12-31 1.DT 2.TM 3.GOOG 4.BRK-B 5.TMO 6.SONY 7.PCT 8.DIS 9.TSM 10.MA
2021-09-30	23	$296.6M	0	1DT 2CERT 3PCT Top holdings2021-09-30 1.DT 2.CERT 3.PCT 4.TM 5.GOOG 6.BRK-B 7.DIS 8.SONY 9.TMO 10.C
2021-06-30	23	$299.0M	99	1DT 2CERT 3PCT Top holdings2021-06-30 1.DT 2.CERT 3.PCT 4.TM 5.GOOG 6.BRK-B 7.DIS 8.MA 9.TSM 10.C
2021-03-31	23	$293.7M	70	1DT 2PCT 3CERT Top holdings2021-03-31 1.DT 2.PCT 3.CERT 4.DIS 5.TM 6.SONY 7.BRK-B 8.DE 9.C 10.MA
2020-12-31	22	$427.3M	39	1SPY 2DT 3CERT Top holdings2020-12-31 1.SPY 2.DT 3.CERT 4.EFA 5.EEM 6.DIS 7.SONY 8.TM 9.TSM 10.MA
2020-09-30	21	$304.3M	63	1SPY 2DT 3EEM Top holdings2020-09-30 1.SPY 2.DT 3.EEM 4.EFA 5.GOOG 6.BRK-B 7.DIS 8.SWIUSD 9.TSM 10.SONY
2020-06-30	22	$245.0M	90	1DT 2IGV 3GOOG Top holdings2020-06-30 1.DT 2.IGV 3.GOOG 4.DIS 5.BRK-B 6.SWIUSD 7.TMO 8.SONY 9.TM 10.TSM
2020-03-31	22	$476.9M	90	1SPY 2EFA 3EEM Top holdings2020-03-31 1.SPY 2.EFA 3.EEM 4.DT 5.IGV 6.BRK-B 7.DIS 8.GOOG 9.TM 10.SWIUSD
2019-12-31	25	$279.2M	37	1EEM 2DT 3SONY Top holdings2019-12-31 1.EEM 2.DT 3.SONY 4.TM 5.TMO 6.SWIUSD 7.SPY 8.TSM 9.V 10.AMT
2019-09-30	25	$357.2M	67	1SPY 2EEM 3DT Top holdings2019-09-30 1.SPY 2.EEM 3.DT 4.SWIUSD 5.TM 6.SONY 7.TMO 8.V 9.HSY 10.TSM
2019-06-30	25	$209.1M	75	1EEM 2SWIUSD 3TMO Top holdings2019-06-30 1.EEM 2.SWIUSD 3.TMO 4.TM 5.SONY 6.HSY 7.V 8.HLT 9.AMT 10.EXPE
2019-03-31	27	$428.9M	54	1EEM 2SPY 3EFA Top holdings2019-03-31 1.EEM 2.SPY 3.EFA 4.SWIUSD 5.TM 6.TMO 7.V 8.HSY 9.SONY 10.HLT
2018-12-31	30	$315.6M	15	1EEM 2IWD 3SPY Top holdings2018-12-31 1.EEM 2.IWD 3.SPY 4.TM 5.SWIUSD 6.MA 7.SONY 8.EFA 9.TMO 10.HSY
2018-09-30	27	$342.4M	20	1EEM 2IWD 3SPY Top holdings2018-09-30 1.EEM 2.IWD 3.SPY 4.SONY 5.MA 6.TM 7.EFA 8.KBE 9.TMO 10.V
2018-06-30	27	$395.7M	31	1EEM 2EFA 3IWD Top holdings2018-06-30 1.EEM 2.EFA 3.IWD 4.SPY 5.TM 6.MA 7.SONY 8.KBE 9.V 10.TMO
2018-03-31	27	$384.5M	5	1EFA 2EEM 3SPY Top holdings2018-03-31 1.EFA 2.EEM 3.SPY 4.IWD 5.TM 6.MA 7.SONY 8.KBE 9.V 10.TSM
2017-12-31	28	$385.4M	35	1EFA 2EEM 3SPY Top holdings2017-12-31 1.EFA 2.EEM 3.SPY 4.IWD 5.TM 6.SONY 7.KBE 8.MA 9.HSY 10.V
2017-09-30	31	$402.8M	65	1SPY 2EEM 3EFA Top holdings2017-09-30 1.SPY 2.EEM 3.EFA 4.IWD 5.KBE 6.MA 7.SONY 8.TM 9.HSY 10.EXPE
2017-06-30	155	$548.6M	53	1SPY 2EEM 3IWD Top holdings2017-06-30 1.SPY 2.EEM 3.IWD 4.CACC 5.SIG 6.V 7.KBE 8.GM 9.GOOG 10.SONY
2017-03-31	149	$543.6M	40	1SPY 2IWD 3SIG Top holdings2017-03-31 1.SPY 2.IWD 3.SIG 4.V 5.KBE 6.CACC 7.GOOG 8.AMT 9.LEN 10.SONY
2016-12-31	147	$437.8M	44	1SPY 2SIG 3V Top holdings2016-12-31 1.SPY 2.SIG 3.V 4.GOOG 5.CACC 6.DIS 7.LBEUR 8.MA 9.AMT 10.STZ
2016-09-30	151	$388.2M	46	1SPY 2V 3MSFT Top holdings2016-09-30 1.SPY 2.V 3.MSFT 4.GOOG 5.SIG 6.TSM 7.AMZN 8.SONY 9.AMT 10.CACC
2016-06-30	161	$297.7M	68	1V 2SPY 3AMZN Top holdings2016-06-30 1.V 2.SPY 3.AMZN 4.MSFT 5.GOOG 6.CACC 7.SONY 8.AMT 9.DIS 10.HD
2016-03-31	158	$453.7M	68	1SPY 2V 3MSFT Top holdings2016-03-31 1.SPY 2.V 3.MSFT 4.TSM 5.AMZN 6.DIS 7.STZ 8.SONY 9.GOOG 10.LBEUR
2015-12-31	166	$656.8M	37	1SPY 2ACWI 3AMZN Top holdings2015-12-31 1.SPY 2.ACWI 3.AMZN 4.MSFT 5.LBEUR 6.TSM 7.ADBE 8.C 9.CHLUSD 10.GOOG
2015-09-30	158	$534.7M	44	1SPY 2LBEUR 3MSFT Top holdings2015-09-30 1.SPY 2.LBEUR 3.MSFT 4.AMZN 5.ADBE 6.TSM 7.MA 8.SBUX 9.38259P 10.DIS
2015-06-30	161	$472.0M	61	1SPY 2LBEUR 3MSFT Top holdings2015-06-30 1.SPY 2.LBEUR 3.MSFT 4.ADBE 5.TSM 6.FDX 7.MA 8.C 9.TMO 10.CHLUSD
2015-03-31	162	$736.9M	86	1SPY 2LBEUR 3TSM Top holdings2015-03-31 1.SPY 2.LBEUR 3.TSM 4.MSFT 5.C 6.CHLUSD 7.MA 8.FDX 9.38259P 10.ADBE
2014-12-31	164	$373.9M	64	1SPY 2TSM 3MSFT Top holdings2014-12-31 1.SPY 2.TSM 3.MSFT 4.FDX 5.C 6.VALE 7.MA 8.AAPL 9.MS 10.ADBE
2014-09-30	179	$449.4M	46	1SPY287482X3IWM Top holdings2014-09-30 1.SPY 2.87482X 3.IWM 4.MSFT 5.QCOM 6.TSM 7.TMO 8.VALE 9.FDX 10.MA
2014-06-30	178	$595.4M	33	1SPY287482X3IWM Top holdings2014-06-30 1.SPY 2.87482X 3.IWM 4.TSM 5.QCOM 6.MSFT 7.SLB 8.TMO 9.VALE 10.AAPL
2014-03-31	196	$704.5M	60	1SPY287482X3IWM Top holdings2014-03-31 1.SPY 2.87482X 3.IWM 4.MSFT 5.AAPL 6.TSM 7.QCOM 8.TMO 9.MS 10.AXP
2013-12-31	192	$663.2M	36	1SPY 2EEM 3IWM Top holdings2013-12-31 1.SPY 2.EEM 3.IWM 4.VWO 5.SMHC 6.DEM 7.AAPL 8.TMO 9.MA 10.TSM
2013-09-30	200	$652.6M	93	1SPY 2VWO 3EEM Top holdings2013-09-30 1.SPY 2.VWO 3.EEM 4.EFA 5.SMHC 6.DEM 7.AAPL 8.CHLUSD 9.TMO 10.TM
2013-06-30	208	$303.8M	0	1VWO 2EFA 3SMHC Top holdings2013-06-30 1.VWO 2.EFA 3.SMHC 4.DEM 5.TM 6.CHLUSD 7.TSM 8.AAPL 9.TMO 10.MA

Holding changes this quarter

Position changes disclosed by Howard Hughes Medical Institute for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+13%	+6069.41%	Add
2	AAPL	Apple INC	+11.6%	+6142.31%	Add
3	GOOGL	Alphabet Inc-cl A	+9.7%	+11393.20%	Add
4	MSFT	Microsoft CORP	+8.7%	+6294.63%	Add
5	AMZN	Amazon.com INC	+6.4%	+6248.35%	Add
6	AVGO	Broadcom INC	+4.6%	+6300.39%	Add
7	META	Meta Platforms Inc-class A	+4.1%	+6464.39%	Add
8	TSLA	Tesla INC	+3.5%	+6728.69%	Add
9	NFLX	Netflix INC	+1.3%	+6326.07%	Add
10	MU	Micron Technology INC	+1.2%	+6416.18%	Add
11	AMD	Advanced Micro Devices	+1.1%	+6364.00%	Add
12	PLTR	Palantir Technologies Inc-a	+1%	+6176.94%	Add
13	CSCO	Cisco Systems INC	+0.9%	+5820.71%	Add
14	AMAT	Applied Materials INC	+0.9%	+6286.05%	Add
15	LRCX	Lam Research CORP	+0.9%	+6342.96%	Add
16	ORCL	Oracle CORP	+0.8%	+6525.28%	Add
17	IBM	Intl Business Machines CORP	+0.7%	+6379.10%	Add
18	KLAC	Kla CORP	+0.6%	+6417.86%	Add
19	INTC	Intel CORP	+0.6%	+5821.45%	Add
20	TXN	Texas Instruments INC	+0.6%	+6351.53%	Add
21	DIS	Walt Disney Co/the	+0.5%	+6305.19%	Add
22	CRM	Salesforce INC	+0.5%	+6052.20%	Add
23	UBER	Uber Technologies INC	+0.5%	+6364.21%	Add
24	QCOM	Qualcomm INC	+0.4%	+6295.69%	Add
25	BKNG	Booking Holdings INC	+0.4%	+6242.86%	Add
26	ACN	Accenture plc	+0.4%	+6323.13%	Add
27	INTU	Intuit INC	+0.4%	+6223.33%	Add
28	SPY	Ss Spdr S&p 500 ETF Trust-us	-79.1%	-62.93%	Trim
29	TSM	Taiwan Semiconductor-sp Adr	—	NEW	New buy
30	ASML	ASML Holding N.V.	—	NEW	New buy
31	SAP	Sap Se-sponsored Adr	—	NEW	New buy
32	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
33	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	Sold out
34	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out
35	LLY	Eli Lilly & Co	—	EXIT	Sold out
36	V	Visa Inc-class A Shares	—	EXIT	Sold out
37	XOM	Exxon Mobil CORP	—	EXIT	Sold out
38	JNJ	Johnson & Johnson	—	EXIT	Sold out
39	WMT	Walmart INC	—	EXIT	Sold out
40	MA	Mastercard INC - A	—	EXIT	Sold out
41	ABBV	Abbvie INC	—	EXIT	Sold out
42	COST	Costco Wholesale CORP	—	EXIT	Sold out
43	BAC	Bank Of America CORP	—	EXIT	Sold out
44	HD	Home Depot INC	—	EXIT	Sold out
45	PG	Procter & Gamble Co/the	—	EXIT	Sold out
46	GE	General Electric	—	EXIT	Sold out
47	UNH	Unitedhealth Group INC	—	EXIT	Sold out
48	WFC	Wells Fargo & Co	—	EXIT	Sold out
49	CVX	Chevron CORP	—	EXIT	Sold out
50	KO	Coca-cola Co/the	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-15	13F-HR	View on EDGAR
2025-12-31	2026-02-17	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-12	13F-HR	View on EDGAR
2022-03-31	2022-05-12	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR
2021-09-30	2021-11-10	13F-HR	View on EDGAR
2021-06-30	2021-08-10	13F-HR	View on EDGAR
2021-03-31	2021-05-06	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
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