Carnegie Mellon University

CIK 1039067 · View on SEC EDGAR ↗

Portfolio value
$78.9M
#8,499 of 9,443 by 13F value · top 90.0%
Positions
5
As of
June 30, 2026

Portfolio value QoQ: +22.7% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
2
Effective number of positions
2.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $0

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 71.4% still held

New positions
0
Increased
0
Decreased
0
Closed
1
On this page

Sector breakdown

Diversified Consumer Services
43.0%
Healthcare
0.0%
Other/Unmapped
57.0%

Full portfolio 5 positions

Type Streak 8Q trend
QQQ Invesco QQQ Trust, Series 1 $44,998,458 57.01% 61,106 $9,729,297
DUOL Duolingo, Inc. - Class A Common Stock $33,909,506 42.96% 294,814 $4,849,690
IHT $17,000 0.02% 10,000 $6,899
AGPU Axe Compute Inc. - Common Stock $5,238 0.01% 691 $4,119
XAGE Longevity Health Holdings, Inc. - Common Stock $893 0.00% 3,435 $-113

Top movers (QoQ)

Security Action Shares Δ Value Δ
QQQ Price move only +0 +$9.7M
DUOL Price move only +0 +$4.8M
IHT Price move only +0 +$7K
AGPU Price move only +0 +$4K
XAGE Price move only +0 -$113

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
PDD June 30, 2025 35,322 $4,180,359 -15.2%
POAI Dec. 31, 2025 691 $9,826 No longer tracked