SEC 13F Intelligence

Managers / Q1 2019 · view latest →

Hall Kathryn A.

CIK 0001512944

Reported Value
$148M
Q1 2019
Positions
32
Filings on Record
33
2019–present window
Filed
Aug 6, 2019
amendment (RESTATEMENT)

Summary

Hall Kathryn A. reported $148M in U.S.-listed holdings across 32 positions for Q1 2019.

The portfolio is heavily concentrated: GAP alone accounts for 59.8% of reported value.

Portfolio Metrics

Top-10 Concentration
+97.4%
share of reported value
Largest Position
+59.8%
Gap

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $148MQ1 ’19Q2 ’19: $125MQ3 ’19: $123MQ4 ’19: $161MQ1 ’20: $120MQ1 ’20Q2 ’20: $174MQ3 ’20: $211MQ4 ’20: $287MQ1 ’21: $305MQ1 ’21Q2 ’21: $315MQ3 ’21: $331MQ4 ’21: $433MQ1 ’22: $332MQ1 ’22Q2 ’22: $274MQ3 ’22: $241MQ4 ’22: $243MQ1 ’23: $341MQ1 ’23Q2 ’23: $307MQ3 ’23: $295MQ4 ’23: $354MQ1 ’24: $434MQ1 ’24Q2 ’24: $433MQ3 ’24: $477MQ4 ’24: $178MQ1 ’25: $167MQ1 ’25Q2 ’25: $180MQ3 ’25: $186MQ4 ’25: $0Q1 ’26: $0Q1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 74.8%ETP: 25.2%
  • Common Stock · 74.8% · $111M
  • ETP · 25.2% · $37M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
GAPGAP INCNEW+3.39M3.39M+$89M$89M
APAMARTISAN PARTNERS ASSET MGMTNEW+388.3K388.3K+$10M$10M
SPYSPDR S&P 500 ETF TRNEW+28.0K28.0K+$8M$8M
IWFISHARES TRNEW+36.3K36.3K+$5M$5M
SCHWSCHWAB THE CHARLES SCHWAB CORPORATINEW+82.1K82.1K+$4M$4M
IWDISHARES TRNEW+27.9K27.9K+$3M$3M
ACGLARCH CAP GROUP LTDNEW+103.7K103.7K+$3M$3M
VVVANGUARD INDEX FDSNEW+22.1K22.1K+$3M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2019

17 positions (from 32 filing rows — )
#IssuerClass% PortfolioValueShares
1GAPGAP INChistory →COM59.78%$89M3.39M
2IWFISHARES TRRUS 1000 GRW ETF · RUS 1000 VAL ETF · MSCI EAFE ETF · CORE S&P MCP ETF · CORE S&P SCP ETF · MSCI ACWI ETF · RUSSELL 2000 ETF · JPMORGAN USD EMG · CORE S&P500 ETF10.70%$16M143.3K
3APAMARTISAN PARTNERS ASSET MGMThistory →CL A6.58%$10M388.3K
4VVVANGUARD INDEX FDSLARGE CAP ETF · MCAP GR IDXVIP · MCAP VL IDXVIP · S&P 500 ETF SHS · MID CAP ETF · REAL ESTATE ETF5.69%$8M63.1K
5SPYSPDR S&P 500 ETF TRhistory →TR UNIT5.33%$8M28.0K
6SCHWSCHWAB THE CHARLES SCHWAB CORPORATIhistory →COM2.36%$4M82.1K
7ACGLARCH CAP GROUP LTDhistory →ORD2.26%$3M103.7K
8VEUVANGUARD INTL EQUITY INDEX FALLWRLD EX US · FTSE EMR MKT ETF · TT WRLD ST ETF2.20%$3M64.5K
9BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B1.44%$2M10.7K
10PRUPRUDENTIAL FINL INChistory →COM1.08%$2M17.5K
11VEAVANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF0.85%$1M31.0K
12MSFTMICROSOFT CORPCOM0.47%$691,0005.9K
13ACIAACACIA COMMUNICATIONS INCCOM0.41%$603,00010.5K
14GSGOLDMAN SACHS GROUP INCCOM0.32%$480,0002.5K
15EMLCVANECK VECTORS ETF TRJP MORGAN MKTS0.25%$367,00011.0K
16IEMGISHARES INCCORE MSCI EMKT0.21%$310,0006.0K
17NEOPHOTONICS CORPCOM0.06%$95,00015.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$01May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$01Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$186M21Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$180M20Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$167M19May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$178M21Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$477M49Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$433M50Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$434M54May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$354M51Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$295M51Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$307M51Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$341M59May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$243M50Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$241M53Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$274M54Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$332M53May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$433M54Feb 15, 202213F-HRchanges · EDGAR ↗
Q3 2021$331M55Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$315M55Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$305M56May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$287M56Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$211M49Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$174M41Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$120M37Aug 25, 2020RESTATEMENTchanges · EDGAR ↗
Q4 2019$161M31Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$123M35Apr 20, 2021RESTATEMENTchanges · EDGAR ↗
Q2 2019$125M35Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$148M32Aug 6, 2019RESTATEMENTchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • KHALL LLC028-15296

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.