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HARVARD MANAGEMENT CO INC

Q2 2025 · Filed 2025-08-08
Market Value
$1.4B
+27.2%
Holdings
17
-2
New Purchases
3
Added To
2
Closed
3
Reduced
6
Top 10 Concentration
97.3%
Turnover
35.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 16.36% 0.00% +16.36% $235M
IBIT 8.12% 0.00% +8.12% $117M
MSFT 21.59% 13.97% +7.62% $310M
GLD 7.07% 0.00% +7.07% $102M
NVDA 7.27% 4.88% +2.39% $104M
PCT 1.82% 1.53% +0.28% $26M
PCTTW 0.21% 0.10% +0.11% $3M
TXG 0.14% 0.13% +0.01% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
META 8.39% 25.45% -17.06% $121M
QQQ 0.00% 8.80% -8.80% $0
UBER 0.00% 5.71% -5.71% $0
LNW 4.17% 8.13% -3.96% $60M
BKNG 12.70% 15.35% -2.65% $182M
GOOGL 7.93% 9.85% -1.92% $114M
AVGO 3.70% 4.77% -1.07% $53M
RBRK 0.00% 0.71% -0.71% $0
MAZE 0.54% 0.62% -0.08% $8M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $937M 65.2%
Large Cap 5 $401M 27.9%
Mid Cap 3 $88M 6.1%
Small Cap 2 $11M 0.8%

Portfolio Analytics

Avg Market Cap
$1.2T
Median Market Cap
$146.2B
Avg P/E
30.6
Median P/E
24.8
Avg Dividend Yield
0.00%
Avg Beta
1.51
# Stocks
14
# ETFs / Funds
3

Top Holdings (17 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 21.59% 623,300 $310M $497.41 $152M +203,300 +48.4%
2 AMZN 16.36% 1,071,100 $235M $219.39 +1,071,100 NEW
3 BKNG 12.70% 31,499 $182M $5,789.24 $9M -6,101 -16.2%
4 META 8.39% 163,260 $121M $738.09 -$167M -335,121 -67.2%
5 IBIT 8.12% 1,906,000 $117M $61.21 +1,906,000 NEW
6 GOOGL 7.93% 646,200 $114M $176.23 $3M -72,612 -10.1%
7 NVDA 7.27% 660,831 $104M $157.99 $49M +153,000 +30.1%
8 GLD 7.07% 333,000 $102M $304.83 +333,000 NEW
9 LNW 4.17% 621,406 $60M $96.26 -$32M -437,486 -41.3%
10 AVGO 3.70% 192,700 $53M $275.65 -$744K -129,000 -40.1%
11 PCT 1.82% 1,902,811 $26M $13.70 $9M -595,359 -23.8%
12 MAZE 0.54% 637,528 $8M $12.27 $803K
13 PCTTW 0.21% 714,285 $3M $4.23 $2M
14 TXG 0.14% 170,000 $2M $11.58 $484K
15 UBER —% -$64M -885,000 -100.0% SOLD
16 RBRK —% -$8M -132,111 -100.0% SOLD
17 QQQ —% -$99M -211,820 -100.0% SOLD

New Positions

SymbolValue% Port
AMZN $235M 16.36%
IBIT $117M 8.12%
GLD $102M 7.07%

Sold Out Positions

SymbolValue% Port
UBER —%
RBRK —%
QQQ —%
View SEC EDGAR Filings for HARVARD MANAGEMENT CO INC →

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