University Of Wisconsin Foundation Portfolio Holdings

University Of Wisconsin Foundation

  • $153 Billion
  • Q3 2024

University Of Wisconsin Foundation has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $153 Billion distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sea LTD with a value of $44.4B, Ishares Core S&P 500 ETF with a value of $32.9B, Pearl Diver Credit Company I with a value of $29.2B, Nu Holdings Ltd. with a value of $19.5B, and Akero Therapeutics, Inc. with a value of $12.2B.

Examining the 13F form we can see an increase of $64.5B in the current position value, from $88.8B to 153B.

University Of Wisconsin Foundation is based out at Madison, WI

Below you can find more details about University Of Wisconsin Foundation portfolio as well as his latest detailed transactions.

Portfolio value $153 Billion
Consumer Cyclical: $44.4 Billion
ETFs: $32.9 Billion
Healthcare: $27.2 Billion
Financial Services: $19.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.1B
$44.4 Billion 28.98% of portfolio
471,223
Q3 2024 New
$36.8B
$19.5 Billion 12.75% of portfolio
1,431,951
Q1 2024 Reduced 25.0%
$1.31B
$12.2 Billion 7.93% of portfolio
423,849
Q2 2024 Added 13.76%
$5.36B
$9.7 Billion 6.33% of portfolio
45,730
Q2 2024 Reduced 18.88%
$366M
$5.36 Billion 3.5% of portfolio
724,132
Q2 2024 Added 45.37%

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $153 Billion
  • Prior Value $88.8 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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