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MASSACHUSETTS INSTITUTE OF TECHNOLOGY

Q4 2025 · Filed 2026-02-12
Market Value
$753M
-18.2%
Holdings
12
-1
New Purchases
2
Added To
1
Closed
5
Reduced
1
Top 10 Concentration
100.0%
Turnover
58.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CVNA 32.40% 23.69% +8.71% $244M
CRCL 2.12% 0.00% +2.12% $16M
BOMN 4.01% 3.47% +0.54% $30M
IOT 0.51% 0.00% +0.51% $4M
TXT 0.19% 0.15% +0.04% $1M
CRMT 0.56% 0.53% +0.03% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CPNG 60.22% 67.29% -7.07% $454M
SNDK 0.00% 4.68% -4.68% $0
MDB 0.00% 0.11% -0.11% $0
HD 0.00% 0.04% -0.04% $0
HWM 0.00% 0.02% -0.02% $0
ETN 0.00% 0.02% -0.02% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $0 0.0%
Large Cap 8 $719M 95.4%
Small Cap 1 $30M 4.0%
Micro Cap 1 $4M 0.6%

Portfolio Analytics

Avg Market Cap
$81.6B
Median Market Cap
$29.6B
Avg P/E
35.9
Median P/E
34.3
Avg Dividend Yield
0.00%
Avg Beta
1.42
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CPNG 60.22% 19,230,611 $454M $23.59 -$166M -3,321 -0.0%
2 CVNA 32.40% 578,300 $244M $422.02 $26M +376 +0.1%
3 BOMN 4.01% 2,444,473 $30M $12.37 -$2M
4 CRCL 2.12% 201,345 $16M $79.30 +201,345 NEW
5 CRMT 0.56% 167,404 $4M $25.26 -$661K
6 IOT 0.51% 107,455 $4M $35.45 +107,455 NEW
7 TXT 0.19% 16,000 $1M $87.17 $43K
8 HWM —% -$228K -1,160 -100.0% SOLD
9 HD —% -$371K -915 -100.0% SOLD
10 SNDK —% -$43M -383,561 -100.0% SOLD
11 ETN —% -$206K -550 -100.0% SOLD
12 MDB —% -$1M -3,325 -100.0% SOLD

New Positions

SymbolValue% Port
CRCL $16M 2.12%
IOT $4M 0.51%

Sold Out Positions

SymbolValue% Port
HWM —%
HD —%
ETN —%
MDB —%
SNDK —%
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