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WASHINGTON UNIVERSITY

CAMPUS BOX NUMBER 1058 ONE BROOKINGS DRIVE, ST LOUIS, MO 63130-4899 • 314-935-5152

Q2 2025 · Filed 2025-07-18
Market Value
$121M
+9.5%
Holdings
4
+1
New Purchases
2
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IOT 8.46% 0.00% +8.46% $10M
PONY 0.23% 0.00% +0.23% $277K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NU 87.81% 96.16% -8.36% $107M
MRNA 3.50% 3.84% -0.33% $4M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 94.8%
Healthcare 5.2%
Technology 0.0%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $121M 99.8%
Mid Cap 1 $277K 0.2%

Portfolio Analytics

Avg Market Cap
$25.3B
Median Market Cap
$18.2B
Avg P/E
19.4
Median P/E
19.4
Avg Dividend Yield
—%
Avg Beta
1.85
# Stocks
4
# ETFs / Funds
0

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NU 87.81% 10,408,196 $107M $10.24
2 IOT 8.46% 258,221 $10M $39.78 +258,221 NEW
3 MRNA 3.50% 150,000 $4M $28.35
4 PONY 0.23% 20,948 $277K $13.20 +20,948 NEW

New Positions

SymbolValue% Port
IOT $10M 8.46%
PONY $277K 0.23%
View SEC EDGAR Filings for WASHINGTON UNIVERSITY →

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