SEC 13F Intelligence

Managers / Q1 2026

Georgetown University

CIK 0001730469 · 37TH & O STREETS, N.W., HEALY HALL 204, WASHINGTON, DC, 20057 · 202-687-6881

Reported Value
$221M
Q1 2026
Positions
11
Filings on Record
26
2019–present window
Filed
May 11, 2026
original filing

Summary

Georgetown University reported $221M in U.S.-listed holdings across 11 positions for Q1 2026.

The portfolio is heavily concentrated: GOOGL alone accounts for 24.9% of reported value.

Compared with Q4 2025, the fund opened 2 new positions and exited 3.

Portfolio Metrics

Turnover
+10.6%
vs prior filed quarter
Top-10 Concentration
+99.8%
share of reported value
Largest Position
+24.9%
Alphabet
New / Exited
2 / 3
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. 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 ’18: $54MQ4 ’18Q3 ’19: $112MQ4 ’19: $70MQ1 ’20: $86MQ2 ’20: $74MQ2 ’20Q3 ’20: $64MQ4 ’20: $87MQ4 ’21: $226MQ1 ’22: $392MQ1 ’22Q2 ’22: $297MQ3 ’22: $296MQ4 ’22: $258MQ1 ’23: $286MQ1 ’23Q2 ’23: $285MQ3 ’23: $277MQ4 ’23: $292MQ1 ’24: $313MQ1 ’24Q2 ’24: $303MQ3 ’24: $321MQ4 ’24: $339MQ1 ’25: $250MQ1 ’25Q2 ’25: $262MQ3 ’25: $299MQ4 ’25: $251MQ1 ’26: $221MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 77.8%ETP: 16.1%ADR: 6.1%
  • Common Stock · 77.8% · $172M
  • ETP · 16.1% · $36M
  • ADR · 6.1% · $14M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SLMSLM CORPNEW+66.7K66.7K+$1M$1M
NAVINAVIENT CORPORATIONNEW+66.7K66.7K+$545,819$545,819
MSFTMICROSOFT CORPADDED+51.8K55.9K+$19M$21M
XLUSELECT SECTOR SPDR TRSOLD OUT958.3K0$41M$0
NGDNNEW GOLD INC CDASOLD OUT75.0K0$653,745$0
SKESKEENA RES LTD NEWSOLD OUT9.5K0$225,712$0
GRNTGRANITE RIDGE RESOURCES INCHELD142.4K3.18M+$3M$19M
CPCANADIAN PACIFIC KANSAS CITYHELD+532232.6K+$1M$18M

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

Holdings — Q1 2026

11 positions
#IssuerClass% PortfolioValueShares
1GOOGLALPHABET INChistory →CAP STK CL A24.88%$55M191.1K
2NDQINVESCO QQQ TRhistory →UNIT SER 116.12%$36M61.7K
3BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW11.16%$25M51.5K
4MSFTMICROSOFT CORPhistory →COM9.36%$21M55.9K
5GRNTGRANITE RIDGE RESOURCES INChistory →COM8.46%$19M3.18M
6CPCANADIAN PACIFIC KANSAS CITYhistory →COM8.28%$18M232.6K
7AMZNAMAZON COM INChistory →COM7.53%$17M79.9K
8AAPLAPPLE INChistory →COM7.19%$16M62.6K
9BABAALIBABA GROUP HLDG LTDhistory →SPONSORED ADS6.12%$14M107.8K
10SLMSLM CORPCOM0.65%$1M66.7K
11NAVINAVIENT CORPORATIONCOM0.25%$545,81966.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$221M11May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$251M12Jan 30, 202613F-HRchanges · EDGAR ↗
Q3 2025$299M19Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$262M17Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$250M16May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$339M18Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$321M19Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$303M18Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$313M19May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$292M22Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$277M23Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$285M21Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$286M22May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$258M22Feb 16, 202313F-HRchanges · EDGAR ↗
Q3 2022$296M24Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$297M24Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$392M26May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$226M15Feb 10, 202213F-HRchanges · EDGAR ↗
Q4 2020$87M11Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$64M9Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$74M13Aug 18, 202013F-HRchanges · EDGAR ↗
Q1 2020$86M9May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$70M10Feb 3, 202013F-HRchanges · EDGAR ↗
Q3 2019$112M8Nov 12, 201913F-HRchanges · EDGAR ↗
Q4 2018$54M3Feb 1, 201913F-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 ↗.