SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Georgetown University

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

Reported Value
$313M
Q1 2024
Positions
19
Filings on Record
26
2019–present window
Filed
May 13, 2024
original filing

Summary

Georgetown University reported $313M in U.S.-listed holdings across 19 positions for Q1 2024.

The portfolio is heavily concentrated: QQQ alone accounts for 26.0% of reported value.

Compared with Q4 2023, the fund opened 0 new positions and exited 3.

Portfolio Metrics

Turnover
+2.5%
vs prior filed quarter
Top-10 Concentration
+83.6%
share of reported value
Largest Position
+26.0%
Invesco Qqq Tr

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
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: 60.7%ETP: 35.6%ADR: 2.5%REIT: 1.2%
  • Common Stock · 60.7% · $190M
  • ETP · 35.6% · $111M
  • ADR · 2.5% · $8M
  • REIT · 1.2% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MUFGMITSUBISHI UFJ FINL GROUP INSOLD OUT197.5K0$2M$0
MFGMIZUHO FINANCIAL GROUP INCSOLD OUT452.0K0$2M$0
SMFGSUMITOMO MITSUI FINL GROUP ISOLD OUT160.2K0$2M$0
BABAALIBABA GROUP HLDG LTDHELD+1.6K107.8K$435,050$8M
AMTAMERICAN TOWER CORP NEWHELD+16919.7K$323,207$4M
KDPKEURIG DR PEPPER INCHELD+934139.1K$340,211$4M
PGPROCTER AND GAMBLE COHELD+44775.0K+$1M$12M
ADPAUTOMATIC DATA PROCESSING INHELD+14925.0K+$454,684$6M

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

Holdings — Q1 2024

19 positions
#IssuerClass% PortfolioValueShares
1QQQINVESCO QQQ TRhistory →UNIT SER 126.00%$81M183.1K
2IWVISHARES TRhistory →RUSSELL 3000 ETF9.60%$30M100.1K
3GOOGLALPHABET INChistory →CAP STK CL A7.78%$24M161.1K
4BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW7.69%$24M57.2K
5RRCRANGE RES CORPhistory →COM7.05%$22M640.0K
6CPCANADIAN PACIFIC KANSAS CITYhistory →COM6.46%$20M229.0K
7ARANTERO RESOURCES CORPhistory →COM6.22%$19M670.7K
8GRNTGRANITE RIDGE RESOURCES INChistory →COM5.06%$16M2.63M
9PGPROCTER AND GAMBLE COhistory →COM3.89%$12M75.0K
10AAPLAPPLE INChistory →COM3.87%$12M70.6K
11AMZNAMAZON COM INChistory →COM3.33%$10M57.7K
12DHRDANAHER CORPORATIONhistory →COM2.94%$9M36.8K
13BABAALIBABA GROUP HLDG LTDhistory →SPONSORED ADS2.49%$8M107.8K
14ADPAUTOMATIC DATA PROCESSING INhistory →COM2.00%$6M25.0K
15SBUXSTARBUCKS CORPhistory →COM1.48%$5M50.8K
16KDPKEURIG DR PEPPER INChistory →COM1.36%$4M139.1K
17AMTAMERICAN TOWER CORP NEWhistory →COM1.24%$4M19.7K
18ZBRAZEBRA TECHNOLOGIES CORPORATICL A0.99%$3M10.3K
19MSFTMICROSOFT CORPCOM0.54%$2M4.0K

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 ↗.