Emory University

Concentrated strategySector-focusedContrarian

Total reported value

$267.4M

Reporting period: 2026-03-31 · Number of holdings: 7

EMORY UNIVERSITY disclosed 7 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $267.4M and a quarterly turnover rate of 52.2%.

Personality snowflake

Concentration: 100
Portfolio Stability: 52.24
Momentum/Contrarian: 0
Sector conviction: 100
Diversification: 14
Sizing Uniformity: 88.29

Recent moves

Trim IAU
-0.0%　$8.3M
Trim BTC
+32.3%　$974.0K
Trim WBI
0.0%　$6.8M
Trim SPY
+1.8%　-$16.0K
Trim ACWI
0.0%　-$5.7K
Trim NVDA
0.0%　-$14.6K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IAU	Ishares Gold Trust	ETF-Commodities	39.05%	-22.17%	-0.00%
2	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	35.37%	+35.37%	NEW
3	BTC	Grayscale Bitcoin Mini ETF	ETF-Crypto	15.19%	-10.05%	+32.32%
4	WBI	Waterbridge Infrastruc-cl A	Stock-Other	10.02%	-2.72%	—
5	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.20%	-0.15%	+1.84%
6	ACWI	Ishares Msci Acwi ETF	ETF-Other	0.09%	-0.07%	—
7	NVDA	Nvidia CORP	Stock-Tech	0.08%	-0.06%	—

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	7	$267.4M	52	1IAU 2RSP 3BTC Top holdings2026-03-31 1.IAU 2.RSP 3.BTC 4.WBI 5.SPY 6.ACWI 7.NVDA
2025-12-31	7	$157.1M	22	1IAU 2BTC 3WBI Top holdings2025-12-31 1.IAU 2.BTC 3.WBI 4.SPY 5.ACWI 6.NVDA 7.IBIT
2025-09-30	7	$157.0M	100	1IAU 2BTC 3WBI Top holdings2025-09-30 1.IAU 2.BTC 3.WBI 4.SPY 5.IBIT 6.ACWI 7.NVDA
2025-06-30	6	$27.7M	0	1BTC 2MINT 3NVDA Top holdings2025-06-30 1.BTC 2.MINT 3.NVDA 4.SPY 5.IBIT 6.ACWI
2025-03-31	6	$21.9M	100	1BTC 2COIN 3MINT Top holdings2025-03-31 1.BTC 2.COIN 3.MINT 4.SPY 5.NVDA 6.ACWI
2024-12-31	10	$69.4M	0	1SRLN 2BTC 3BINC Top holdings2024-12-31 1.SRLN 2.BTC 3.BINC 4.COIN 5.MINT 6.SPY 7.NVDA 8.TSLA 9.ACWI 10.AAPL
2024-09-30	9	$66.0M	0	1SRLN 2BINC 3BTCGBP Top holdings2024-09-30 1.SRLN 2.BINC 3.BTCGBP 4.COUR 5.COIN 6.MINT 7.SPY 8.NVDA 9.ACWI
2024-06-30	8	$155.3M	0	1HYG 2SRLN 3BINC Top holdings2024-06-30 1.HYG 2.SRLN 3.BINC 4.COUR 5.COIN 6.SPY 7.NVDA 8.ACWI
2024-03-31	8	$160.5M	0	1HYG 2SRLN 3BINC Top holdings2024-03-31 1.HYG 2.SRLN 3.BINC 4.COUR 5.COIN 6.SPY 7.NVDA 8.ACWI
2023-12-31	7	$161.7M	0	1HYG 2SRLN 3COUR Top holdings2023-12-31 1.HYG 2.SRLN 3.COUR 4.BINC 5.COIN 6.SPY 7.AAPL
2020-09-30	4	$1.3M	100	1MINT 2SPY 3AAPL Top holdings2020-09-30 1.MINT 2.SPY 3.AAPL 4.AMZN
2020-06-30	2	$557.0K	38	1SPY219188J Top holdings2020-06-30 1.SPY 2.19188J
2020-03-31	2	$381.0K	100	1SPY219188J Top holdings2020-03-31 1.SPY 2.19188J
2019-12-31	3	$1.6M	100	1KO 2SPY319188J Top holdings2019-12-31 1.KO 2.SPY 3.19188J
2019-09-30	19	$50.7M	95	1BRK-A 2EIDXGBP387167A Top holdings2019-09-30 1.BRK-A 2.EIDXGBP 3.87167A 4.WVE 5.RYTM 6.RARXEUR 7.BCRX 8.MGTX 9.ORTXUSD 10.ZGNXEUR
2019-06-30	46	$142.1M	30	1BRK-A 2JD 3ARRYEUR Top holdings2019-06-30 1.BRK-A 2.JD 3.ARRYEUR 4.IOVA 5.MRTXEUR 6.RARXEUR 7.ZGNXEUR 8.EIDXGBP 9.2655787D 10.MGTX
2019-03-31	45	$142.3M	31	1BRK-A 2JD 3ASND Top holdings2019-03-31 1.BRK-A 2.JD 3.ASND 4.AM6 5.023111 6.ORTXUSD 7.ZGNXEUR 8.ACAD 9.SLDB 10.IFRX
2018-12-31	46	$126.9M	44	1BRK-A 2JD 3IFRX Top holdings2018-12-31 1.BRK-A 2.JD 3.IFRX 4.RARXEUR 5.CRNX 6.GBTUSD 7.BCRX 8.ONC 9.ASND 10.WVE
2018-09-30	46	$152.8M	37	1BRK-A 2JD 3ACAD Top holdings2018-09-30 1.BRK-A 2.JD 3.ACAD 4.G637AM 5.GHDX 6.SLDB 7.ALXN 8.23306J 9.IFRX 10.BHVN
2018-06-30	46	$150.7M	44	1BRK-A 2JD 3BHVN Top holdings2018-06-30 1.BRK-A 2.JD 3.BHVN 4.GHDX 5.HRTX 6.SGENEUR 7.ZGNXEUR 8.ABMDEUR 9.XXI 10.AM6
2018-03-31	46	$140.0M	38	1BRK-A 2JD3G637AM Top holdings2018-03-31 1.BRK-A 2.JD 3.G637AM 4.ONC 5.ASND 6.2655787D 7.483119 8.05366U 9.PBYI 10.00372Y
2017-12-31	44	$116.5M	48	1BRK-A 2JD 3XXI Top holdings2017-12-31 1.BRK-A 2.JD 3.XXI 4.WVE 5.AWI 6.GHDX 7.ONC 8.TRN 9.BFH 10.05366U
2017-09-30	52	$126.3M	36	1BRK-A 2ZGNXEUR 3PBYI Top holdings2017-09-30 1.BRK-A 2.ZGNXEUR 3.PBYI 4.G637AM 5.ALNY 6.ONC 7.ASND 8.BHVN 9.451731 10.WVE
2017-06-30	52	$113.2M	45	1BRK-A25488623ESPR Top holdings2017-06-30 1.BRK-A 2.548862 3.ESPR 4.AM6 5.SMLPUSD 6.05366U 7.ONC 8.67072V 9.RTRXEUR 10.09075E
2017-03-31	41	$105.9M	33	1BRK-A 2BCRX305366U Top holdings2017-03-31 1.BRK-A 2.BCRX 3.05366U 4.ZGNXEUR 5.GHDX 6.ARDX 7.INCY 8.ASND 9.23306J 10.RARXEUR
2016-12-31	42	$101.6M	100	1BRK-A 2ACRS303842B Top holdings2016-12-31 1.BRK-A 2.ACRS 3.03842B 4.SMLPUSD 5.ACAD 6.ZGNXEUR 7.ALXN 8.ASND 9.INCY 10.23306J
2015-09-30	20	$35.9M	80	1VWO 2VSAT 3INCY Top holdings2015-09-30 1.VWO 2.VSAT 3.INCY 4.ACGL 5.BCRX 6.USA 7.LPLA 8.AXP 9.USA 10.ACAD
2015-06-30	21	$73.9M	42	1VWO20324203SGENEUR Top holdings2015-06-30 1.VWO 2.032420 3.SGENEUR 4.LPLA 5.ALXN 6.BMRN 7.ACAD 8.ACGL 9.NVTA1EUR 10.GHDX
2015-03-31	10	$52.9M	25	1VWO20324203BMRN Top holdings2015-03-31 1.VWO 2.032420 3.BMRN 4.INCY 5.079481 6.SGENEUR 7.GHDX 8.87159A 9.ACAD 10.BCRX
2014-12-31	1	$45.9M	4	1VWO Top holdings2014-12-31 1.VWO
2014-09-30	1	$47.8M	3	1VWO Top holdings2014-09-30 1.VWO
2014-06-30	1	$49.5M	6	1VWO Top holdings2014-06-30 1.VWO
2014-03-31	1	$46.5M	100	1VWO Top holdings2014-03-31 1.VWO
2013-12-31	186	$158.9M	3	1VWO 2VNQ 3VIG Top holdings2013-12-31 1.VWO 2.VNQ 3.VIG 4.378331 5.AMZN 6.422510 7.38259P 8.BA 9.HD 10.MA
2013-09-30	174	$158.8M	29	1VWO 2VNQ 3RKLB Top holdings2013-09-30 1.VWO 2.VNQ 3.RKLB 4.378331 5.422510 6.AMZN 7.LULU 8.38259P 9.TSLA 10.BA
2013-06-30	176	$209.7M	52	1VWO 2VNQ3378331 Top holdings2013-06-30 1.VWO 2.VNQ 3.378331 4.38259P 5.AMZN 6.422510 7.LULU 8.HD 9.BA 10.966837

Holding changes this quarter

Emory University's most significant position changes for 2026-03-31: New buy: Invesco S&p 500 Equal Weight (RSP); Sold out: Ishares Bitcoin Trust ETF (IBIT); Trim: Ishares Gold Trust (IAU) — shares -0.00%; Add: Grayscale Bitcoin Mini ETF (BTC) — shares +32.32%; Add: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares +1.84%.

Position changes disclosed by Emory University 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	-0.1%	—	Unchanged
2	ACWI	Ishares Msci Acwi ETF	-0.1%	—	Unchanged
3	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	+1.84%	Add
4	WBI	Waterbridge Infrastruc-cl A	-2.7%	—	Unchanged
5	BTC	Grayscale Bitcoin Mini ETF	-10.1%	+32.32%	Add
6	IAU	Ishares Gold Trust	-22.2%	-0.00%	Trim
7	RSP	Invesco S&p 500 Equal Weight	—	NEW	New buy
8	IBIT	Ishares Bitcoin Trust ETF	—	EXIT	Sold out

FAQ

What is Emory University and what type of investor is it?

Emory 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 (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $267.4M, spread across 7 disclosed positions.

What are Emory University's largest equity positions?

Based on the latest 13F filing, Emory University's top holdings by market value are: 1. Ishares Gold Trust (IAU) — $104.4M (39.0%) 2. Invesco S&p 500 Equal Weight (RSP) — $94.6M (35.4%) 3. Grayscale Bitcoin Mini ETF (BTC) — $40.6M (15.2%) 4. Waterbridge Infrastruc-cl A (WBI) — $26.8M (10.0%) 5. Ss Spdr S&p 500 ETF Trust-us (SPY) — $540.4K (0.2%)

What changes did Emory University make in its most recent portfolio filing?

In the latest reported quarter, Emory University made 5 notable position adjustments: 1 new positions were initiated, 2 existing holdings were added to, 1 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Invesco S&p 500 Equal Weight (RSP); Sold out: Ishares Bitcoin Trust ETF (IBIT); Trim: Ishares Gold Trust (IAU) — shares -0.00%; Add: Grayscale Bitcoin Mini ETF (BTC) — shares +32.32%; Add: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares +1.84%

What sectors does Emory University focus on?

Emory University is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 100.0%