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WASHINGTON UNIVERSITY

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

Q4 2025 · Filed 2026-01-16
Market Value
$198M
+10.8%
Holdings
5
New Purchases
2
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MAZE 5.88% 3.06% +2.82% $12M
RBRK 1.95% 0.00% +1.95% $4M
FIG 0.50% 0.00% +0.50% $992K
MRNA 2.24% 2.17% +0.07% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NU 89.43% 94.77% -5.34% $177M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 94.8%
Healthcare 5.2%
Technology 0.0%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $186M 94.1%
Small Cap 1 $12M 5.9%

Portfolio Analytics

Avg Market Cap
$21.2B
Median Market Cap
$13.5B
Avg P/E
19.4
Median P/E
19.4
Avg Dividend Yield
—%
Avg Beta
1.00
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NU 89.43% 10,566,927 $177M $16.74 $8M
2 MAZE 5.88% 280,802 $12M $41.43 $6M +70,121 +33.3%
3 MRNA 2.24% 150,000 $4M $29.49 $549K
4 RBRK 1.95% 50,488 $4M $76.48 +50,488 NEW
5 FIG 0.50% 26,547 $992K $37.37 +26,547 NEW

New Positions

SymbolValue% Port
RBRK $4M 1.95%
FIG $992K 0.50%
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