REGENTS OF THE UNIVERSITY OF CALIFORNIA

CIK 315054 · View on SEC EDGAR ↗

Portfolio value
$4.4B
#886 of 9,443 by 13F value · top 9.4%
Positions
11
As of
June 30, 2026

Portfolio value QoQ: +45.1% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
6
Effective number of positions
4.0

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

Turnover Q2 2026: 6.83% Est. buys $1,030,356,233 · sells $251,756,193

Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 57.9% still held

New positions
3
Increased
0
Decreased
1
Closed
4
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Performance vs S&P 500

Tracked Q4 2025–Q2 2026
+18.9%
S&P 500 total return (same window)
+8.7%
Excess return
+10.2%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 96.6% · Options excluded: 0.0%

Sector breakdown

Financial Services
57.7%
Technology
16.0%
Health Care
0.2%
Other/Unmapped
26.1%

Full portfolio 11 positions

Type Streak 8Q trend
STT State Street Corporation Common Stock $1,682,064,138 38.55% 9,917,831 $408,222,804 Down ×1
Unknown issuer (CUSIP: 84615Q103) $1,025,160,000 23.49% 6,000,000 Up ×1
ASML ASML Holding N.V. - New York Registry Shares $698,854,462 16.02% 351,282 $234,870,658
OTF Blue Owl Technology Finance Corp. Common Stock $451,513,285 10.35% 43,624,472 $-88,993,923
BN Brookfield Corporation Class A Limited Voting Shares $382,424,298 8.76% 8,979,204 $19,035,912
GLDM $114,259,807 2.62% 1,438,678 $-19,091,257
BLLN BillionToOne, Inc. - Class A common stock $4,903,103 0.11% 40,863 Up ×1
SRZN Surrozen, Inc. - Common Stock $3,456,722 0.08% 133,207 $-423,598
OWL Blue Owl Capital Inc. Class A Common Stock $580,536 0.01% 66,347 $-25,212
CHYM Chime Financial, Inc. - Class A Common Stock $293,130 0.01% 14,313 Up ×1
SRZNW Surrozen, Inc. - Warrant $1,400 0.00% 83,333 $58

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: 84615Q103) $1,025,160,000 6,000,000 23.49%
BLLN $4,903,103 40,863 0.11%
CHYM $293,130 14,313 0.01%

Top movers (QoQ)

Security Action Shares Δ Value Δ
STT Trimmed -147K +$408.2M
ASML Price move only +0 +$234.9M
OTF Price move only +0 -$89.0M
GLDM Price move only +0 -$19.1M
BN Price move only +0 +$19.0M
SRZN Price move only +0 -$424K
OWL Price move only +0 -$25K
SRZNW Price move only +0 +$58

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
BX June 30, 2026 645,120 $74,182,349 21.8%
CG June 30, 2026 1,516,016 $73,360,014 15.9%
FDS June 30, 2026 226,375 $49,121,111 29.6%
QTOP June 30, 2026 1,005,773 $30,112,844
DBRG March 31, 2026 1,763,937 $27,058,794 3.3%
NU June 30, 2025 778,855 $7,977,132 5.6%
CNTA June 30, 2025 81,884 $1,177,492 No longer tracked
RBRK March 31, 2025 14,651 $957,589 58.0%