SEC 13F Intelligence

Managers / Q4 2019 · view latest →

Brown University

CIK 0001664741 · ONE CITIZENS PLAZA, 4TH FLOOR SUITE 410, PROVIDENCE, RI, 02903 · 4018673998

Reported Value
$184M
Q4 2019
Positions
11
Filings on Record
26
2019–present window
Filed
Jan 22, 2020
original filing

Summary

Brown University reported $184M in U.S.-listed holdings across 11 positions for Q4 2019.

The portfolio is heavily concentrated: OBDC alone accounts for 70.3% of reported value.

Portfolio Metrics

Top-10 Concentration
+99.9%
share of reported value
Largest Position
+70.3%
Owl Rock Capital Corporation

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. 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
Q4 ’19: $184MQ4 ’19Q1 ’20: $115MQ2 ’20: $136MQ3 ’20: $141MQ3 ’20Q4 ’20: $138MQ1 ’21: $146MQ2 ’21: $604MQ2 ’21Q3 ’21: $738MQ4 ’21: $410MQ1 ’22: $409MQ1 ’22Q2 ’22: $336MQ3 ’22: $247MQ2 ’23: $269MQ2 ’23Q3 ’23: $250MQ4 ’23: $277MQ1 ’24: $251MQ1 ’24Q2 ’24: $265MQ3 ’24: $247MQ4 ’24: $235MQ4 ’24Q1 ’25: $216MQ2 ’25: $142MQ3 ’25: $169MQ3 ’25Q4 ’25: $143MQ1 ’26: $102Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 91.3%Other: 8.3%ADR: 0.4%
  • Common Stock · 91.3% · $168M
  • Other · 8.3% · $15M
  • ADR · 0.4% · $744,000

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
OBDCOWL ROCK CAPITAL CORPORATIONNEW+7.21M7.21M+$129M$129M
LBRDKLIBERTY BROADBAND CORPNEW+147.9K147.9K+$19M$19M
BROOKFIELD ASSET MGMT INCNEW+246.5K246.5K+$14M$14M
DOCUDOCUSIGN INCNEW+100.0K100.0K+$7M$7M
MSFTMICROSOFT CORPNEW+33.7K33.7K+$5M$5M
T7DTRANSDIGM GROUP INCNEW+8.1K8.1K+$5M$5M
ZMZOOM VIDEO COMMUNICATIONS INNEW+29.9K29.9K+$2M$2M
SPOTIFY TECHNOLOGY S ANEW+6.7K6.7K+$996,000$996,000

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

Holdings — Q4 2019

11 positions
#IssuerClass% PortfolioValueShares
1OBDCOWL ROCK CAPITAL CORPORATIONhistory →COM70.29%$129M7.21M
2LBRDKLIBERTY BROADBAND CORPhistory →COM SER C10.13%$19M147.9K
3BROOKFIELD ASSET MGMT INCCL A LTD VT SH7.76%$14M246.5K
4DOCUDOCUSIGN INChistory →COM4.04%$7M100.0K
5MSFTMICROSOFT CORPhistory →COM2.89%$5M33.7K
6T7DTRANSDIGM GROUP INChistory →COM2.48%$5M8.1K
7ZMZOOM VIDEO COMMUNICATIONS INhistory →CL A1.11%$2M29.9K
8SPOTIFY TECHNOLOGY S ASHS0.54%$996,0006.7K
9MOMOUSDMOMO INCADR0.41%$744,00022.2K
10MUMICRON TECHNOLOGY INCCOM0.27%$487,0009.1K
11MGYMAGNOLIA OIL & GAS CORPCL A0.08%$151,00012.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$102M11May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$143M10Jan 30, 202613F-HRchanges · EDGAR ↗
Q3 2025$169M8Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$142M9Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$216M14May 2, 202513F-HRchanges · EDGAR ↗
Q4 2024$235M12Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$247M10Nov 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$265M10Jul 26, 202413F-HRchanges · EDGAR ↗
Q1 2024$251M10May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$277M8Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$250M7Oct 17, 202313F-HRchanges · EDGAR ↗
Q2 2023$269M6Aug 1, 202313F-HRchanges · EDGAR ↗
Q1 2023Under review7May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review5Jan 24, 202313F-HRchanges · EDGAR ↗
Q3 2022$247M6Nov 3, 202213F-HRchanges · EDGAR ↗
Q2 2022$336M13Jul 29, 202213F-HRchanges · EDGAR ↗
Q1 2022$409M13May 4, 202213F-HRchanges · EDGAR ↗
Q4 2021$410M8Jan 28, 202213F-HRchanges · EDGAR ↗
Q3 2021$738M8Oct 25, 202113F-HRchanges · EDGAR ↗
Q2 2021$604M6Jul 30, 202113F-HRchanges · EDGAR ↗
Q1 2021$146M5May 5, 202113F-HRchanges · EDGAR ↗
Q4 2020$138M7Feb 8, 202113F-HRchanges · EDGAR ↗
Q3 2020$141M6Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$136M6Jul 15, 202013F-HRchanges · EDGAR ↗
Q1 2020$115M5Apr 20, 202013F-HRchanges · EDGAR ↗
Q4 2019$184M11Jan 22, 202013F-HRchanges · EDGAR ↗

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 ↗.