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Asset Manager ← All Institutions

University of Wisconsin Foundation

Q3 2025 · Filed 2025-11-14
Market Value
$118M
+32.1%
Holdings
10
+2
New Purchases
5
Added To
0
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
60.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RNAM 10.67% 0.00% +10.67% $13M
NVDA 8.70% 0.00% +8.70% $10M
MSFT 8.52% 0.00% +8.52% $10M
AAPL 8.50% 0.00% +8.50% $10M
DYN 5.55% 0.00% +5.55% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ETNB 0.00% 12.67% -12.67% $0
MDGL 5.05% 16.38% -11.33% $6M
PDCC 20.39% 29.35% -8.96% $24M
AKRO 13.21% 19.61% -6.40% $16M
NU 19.41% 21.98% -2.57% $23M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $30M 25.7%
Large Cap 3 $41M 35.1%
Mid Cap 3 $22M 18.8%
Micro Cap 1 $24M 20.4%

Portfolio Analytics

Avg Market Cap
$1.3T
Median Market Cap
$11.6B
Avg P/E
23.6
Median P/E
24.8
Avg Dividend Yield
0.03%
Avg Beta
0.77
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PDCC 20.39% 1,459,021 $24M $16.50 -$2M
2 NU 19.41% 1,431,951 $23M $16.01 $3M
3 AKRO 13.21% 328,504 $16M $47.48 -$2M
4 RNAM 10.67% 289,201 $13M $43.57 +289,201 NEW
5 NVDA 8.70% 55,066 $10M $186.58 +55,066 NEW
6 MSFT 8.52% 19,431 $10M $517.95 +19,431 NEW
7 AAPL 8.50% 39,402 $10M $254.63 +39,402 NEW
8 DYN 5.55% 517,750 $7M $12.65 +517,750 NEW
9 MDGL 5.05% 13,007 $6M $458.66 -$9M -35,369 -73.1%
10 ETNB —% -$11M -1,153,357 -100.0% SOLD

New Positions

SymbolValue% Port
RNAM $13M 10.67%
NVDA $10M 8.70%
MSFT $10M 8.52%
AAPL $10M 8.50%
DYN $7M 5.55%

Sold Out Positions

SymbolValue% Port
ETNB —%
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