— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

REGENTS OF THE UNIVERSITY OF CALIFORNIA

1111 FRANKLIN STREET 6TH FLOOR, OAKLAND, CA 94607 • 510-987-9600

Q2 2025 · Filed 2025-08-12
Market Value
$514M
+10.1%
Holdings
6
-1
New Purchases
0
Added To
0
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BN 72.07% 67.21% +4.86% $370M
QTOP 5.53% 5.11% +0.42% $28M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OWL 22.40% 25.72% -3.32% $115M
NU 0.00% 1.71% -1.71% $0
CNTA 0.00% 0.25% -0.25% $0
SRZNW 0.00% 0.00% -0.00% $1K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 81.2%
Technology 18.8%
Healthcare 0.0%
Real Estate 0.0%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $485M 94.5%
Mid Cap 1 $0 0.0%
Micro Cap 2 $28M 5.5%

Portfolio Analytics

Avg Market Cap
$30.9B
Median Market Cap
$10.9B
Avg P/E
61.1
Median P/E
78.7
Avg Dividend Yield
0.02%
Avg Beta
1.18
# Stocks
5
# ETFs / Funds
1

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BN 72.07% 5,986,137 $370M $61.85 $57M
2 OWL 22.40% 5,991,575 $115M $19.21 -$5M
3 QTOP 5.53% 1,005,773 $28M $28.25 $5M
4 SRZNW —% 83,333 $1K $0.02 -$750
5 NU —% -$8M -778,855 -100.0% SOLD
6 CNTA —% -$1M -81,884 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
NU —%
CNTA —%
View SEC EDGAR Filings for REGENTS OF THE UNIVERSITY OF CALIFORNIA →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms