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MASSACHUSETTS INSTITUTE OF TECHNOLOGY

Q2 2025 · Filed 2025-08-14
Market Value
$996M
+40.8%
Holdings
10
-3
New Purchases
4
Added To
0
Closed
3
Reduced
1
Top 10 Concentration
100.0%
Turnover
70.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CVNA 21.42% 0.00% +21.42% $213M
IOT 2.93% 0.00% +2.93% $29M
NNI 2.40% 0.00% +2.40% $24M
NVDA 0.21% 0.00% +0.21% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CPNG 69.46% 89.01% -19.56% $691M
NU 0.00% 3.06% -3.06% $0
BOMN 3.45% 5.04% -1.59% $34M
RBRK 0.00% 1.57% -1.57% $0
WRBY 0.00% 1.15% -1.15% $0
TXT 0.13% 0.16% -0.03% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $2M 0.2%
Large Cap 6 $935M 93.9%
Mid Cap 2 $24M 2.4%
Small Cap 1 $34M 3.4%

Portfolio Analytics

Avg Market Cap
$543.6B
Median Market Cap
$16.9B
Avg P/E
22.2
Median P/E
19.4
Avg Dividend Yield
0.00%
Avg Beta
1.40
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CPNG 69.46% 23,078,672 $691M $29.96 $62M -5,625,003 -19.6%
2 CVNA 21.42% 632,924 $213M $336.96 +632,924 NEW
3 BOMN 3.45% 2,444,473 $34M $14.04 -$1M
4 IOT 2.93% 734,181 $29M $39.78 +734,181 NEW
5 NNI 2.40% 197,211 $24M $121.12 +197,211 NEW
6 NVDA 0.21% 13,372 $2M $157.99 +13,372 NEW
7 TXT 0.13% 16,000 $1M $80.29 $129K
8 NU —% -$22M -2,116,255 -100.0% SOLD
9 RBRK —% -$11M -181,661 -100.0% SOLD
10 WRBY —% -$8M -447,958 -100.0% SOLD

New Positions

SymbolValue% Port
CVNA $213M 21.42%
IOT $29M 2.93%
NNI $24M 2.40%
NVDA $2M 0.21%

Sold Out Positions

SymbolValue% Port
NU —%
RBRK —%
WRBY —%
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