SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Hall Kathryn A.

CIK 0001512944

Reported Value
$125M
Q2 2019
Positions
35
Filings on Record
33
2019–present window
Filed
Aug 14, 2019
original filing

Summary

Hall Kathryn A. reported $125M in U.S.-listed holdings across 35 positions for Q2 2019.

The portfolio is heavily concentrated: GAP alone accounts for 48.6% of reported value.

Compared with Q1 2019, the fund opened 7 new positions and exited 4.

Portfolio Metrics

Turnover
+5.3%
vs prior filed quarter
Top-10 Concentration
+96.3%
share of reported value
Largest Position
+48.6%
Gap
New / Exited
7 / 4
positions this quarter

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: 68.1%ETP: 31.9%
  • Common Stock · 68.1% · $85M
  • ETP · 31.9% · $40M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
IVWISHARES TRNEW+4.1K4.1K+$742,000$742,000
VTVVANGUARD INDEX FDSNEW+6.6K6.6K+$734,000$734,000
WORKSLACK TECHNOLOGIES INCNEW+18.9K18.9K+$707,000$707,000
IGMISHARES TRNEW+2.4K2.4K+$516,000$516,000
VTIVANGUARD INDEX FDSNEW+3.2K3.2K+$484,000$484,000
XYZSQUARE INCNEW+6.2K6.2K+$453,000$453,000
NTNXNUTANIX INCNEW+16.0K16.0K+$415,000$415,000
IVVISHARES TRADDED+1.3K2.1K+$392,000$628,000

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

Holdings — Q2 2019

18 positions (from 35 filing rows — )
#IssuerClass% PortfolioValueShares
1GAPGAP INChistory →COM48.60%$61M3.39M
2IWFISHARES TRRUS 1000 GRW ETF · RUS 1000 VAL ETF · MSCI EAFE ETF · CORE S&P MCP ETF · CORE S&P SCP ETF · S&P 500 GRWT ETF · CORE S&P500 ETF · MSCI ACWI ETF · RUSSELL 2000 ETF · EXPND TEC SC ETF · JPMORGAN USD EMG14.35%$18M151.3K
3APAMARTISAN PARTNERS ASSET MGMThistory →CL A8.53%$11M388.3K
4VVVANGUARD INDEX FDSLARGE CAP ETF · MCAP GR IDXVIP · MCAP VL IDXVIP · S&P 500 ETF SHS · MID CAP ETF · VALUE ETF · TOTAL STK MKT7.37%$9M64.7K
5SPYSPDR S&P 500 ETF TRhistory →TR UNIT6.62%$8M28.3K
6ACGLARCH CAP GROUP LTDhistory →ORD3.07%$4M103.7K
7SCHWSCHWAB THE CHARLES SCHWAB CORPORATIhistory →COM2.63%$3M82.1K
8VEUVANGUARD INTL EQUITY INDEX FALLWRLD EX US · FTSE EMR MKT ETF2.14%$3M53.6K
9BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B1.57%$2M9.3K
10PRUPRUDENTIAL FINL INChistory →COM1.41%$2M17.5K
11VEAVANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF0.87%$1M26.1K
12MSFTMICROSOFT CORPCOM0.63%$785,0005.9K
13WORKSLACK TECHNOLOGIES INCCL A0.56%$707,00018.9K
14GSGOLDMAN SACHS GROUP INCCOM0.41%$512,0002.5K
15XYZSQUARE INCCL A0.36%$453,0006.2K
16NTNXNUTANIX INCCL A0.33%$415,00016.0K
17EMLCVANECK VECTORS ETF TRJP MORGAN MKTS0.30%$382,00011.0K
18IEMGISHARES INCCORE MSCI EMKT0.25%$309,0006.0K

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 ↗.