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Asset Manager ← All Institutions

University of Wisconsin Foundation

Q2 2025 · Filed 2025-08-13
Market Value
$89M
-24.2%
Holdings
8
New Purchases
0
Added To
0
Closed
3
Reduced
1
Top 10 Concentration
100.0%
Turnover
37.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NU 21.98% 12.44% +9.54% $20M
AKRO 19.61% 11.28% +8.33% $18M
PDCC 29.35% 23.44% +5.91% $26M
ETNB 12.67% 7.12% +5.56% $11M
MDGL 16.38% 13.60% +2.78% $15M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SE 0.00% 24.63% -24.63% $0
IVV 0.00% 5.99% -5.99% $0
SRPT 0.00% 1.50% -1.50% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $0 0.0%
Large Cap 3 $34M 38.4%
Mid Cap 2 $29M 32.3%
Small Cap 1 $0 0.0%
Micro Cap 1 $26M 29.4%

Portfolio Analytics

Avg Market Cap
$120.8B
Median Market Cap
$8.2B
Avg P/E
20.9
Median P/E
23.3
Avg Dividend Yield
0.04%
Avg Beta
0.52
# Stocks
7
# ETFs / Funds
1

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PDCC 29.35% 1,459,021 $26M $17.98 -$1M -200 -0.0%
2 NU 21.98% 1,431,951 $20M $13.72 $5M
3 AKRO 19.61% 328,504 $18M $53.36 $4M
4 MDGL 16.38% 48,376 $15M $302.64 -$1M
5 ETNB 12.67% 1,153,357 $11M $9.82 $3M
6 SE —% -$29M -307,504 -100.0% SOLD
7 SRPT —% -$2M -27,717 -100.0% SOLD
8 IVV —% -$7M -12,555 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
SE —%
IVV —%
SRPT —%
View SEC EDGAR Filings for University of Wisconsin Foundation →

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