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MASSACHUSETTS INSTITUTE OF TECHNOLOGY

Q1 2026 · Filed 2026-05-13
Market Value
$577M
-23.4%
Holdings
7
-5
New Purchases
0
Added To
0
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
28.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CPNG 62.93% 60.22% +2.71% $363M
BOMN 4.95% 4.01% +0.93% $29M
TXT 0.24% 0.19% +0.06% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRCL 0.00% 2.12% -2.12% $0
CVNA 31.51% 32.40% -0.89% $182M
IOT 0.00% 0.51% -0.51% $0
CRMT 0.37% 0.56% -0.19% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 5 $546M 94.7%
Small Cap 1 $29M 4.9%
Micro Cap 1 $2M 0.4%

Portfolio Analytics

Avg Market Cap
$24.0B
Median Market Cap
$17.9B
Avg P/E
23.7
Median P/E
23.7
Avg Dividend Yield
0.00%
Avg Beta
1.05
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CPNG 62.93% 19,230,611 $363M $18.88 -$91M
2 CVNA 31.51% 578,300 $182M $314.38 -$62M
3 BOMN 4.95% 2,444,473 $29M $11.68 -$2M
4 CRMT 0.37% 167,404 $2M $12.73 -$2M
5 TXT 0.24% 16,000 $1M $87.56 $6K
6 CRCL —% -$16M -201,345 -100.0% SOLD
7 IOT —% -$4M -107,455 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CRCL —%
IOT —%
View SEC EDGAR Filings for MASSACHUSETTS INSTITUTE OF TECHNOLOGY →

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