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Latest GEORGE KAISER FAMILY FOUNDATION Stock Portfolio

GEORGE KAISER FAMILY FOUNDATION Performance:
2025 Q4: 2.77%YTD: -2.1%2024: 37.26%
Performance for 2025 Q4 is 2.77%, and YTD is -2.1%, and 2024 is 37.26%.

About GEORGE KAISER FAMILY FOUNDATION and 13F Hedge Fund Stock Holdings

On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, George Kaiser Family Foundation reported an equity portfolio of $747.2 Millions as of 31 Dec, 2025.

The top stock holdings of George Kaiser Family Foundation are BOKF, EE, SPY. The fund has invested 53.3% of it's portfolio in BOK FINL CORP and 29.5% of portfolio in EXCELERATE ENERGY INC.

The fund managers got completely rid off ALTI GLOBAL INC stocks. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and HURCO CO (HURC).

GEORGE KAISER FAMILY FOUNDATION Annual Return Estimates Vs S&P 500

Our best estimate is that George Kaiser Family Foundation made a return of 2.77% in the last quarter. In trailing 12 months, it's portfolio return was -2.1%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by GEORGE KAISER FAMILY FOUNDATION

Additions

Ticker% Inc.
netflix inc900
servicenow inc401
hurco co57.82
workiva inc39.24
tyler technologies inc1.73
jabil inc1.42
tradeweb mkts inc0.62
jfrog ltd0.54
Additions to existing portfolio by GEORGE KAISER FAMILY FOUNDATION

Reductions

None of the existing positions were reduced by GEORGE KAISER FAMILY FOUNDATION

Sold off

Ticker$ Sold
alti global inc-1,038,680
GEORGE KAISER FAMILY FOUNDATION got rid off the above stocks

Sector Distribution

George Kaiser Family Foundation has about 54% of it's holdings in Financial Services sector.

Sector%
Financial Services54
Energy29.5
Others7.1
Technology5.7
Industrials2.3

Market Cap. Distribution

George Kaiser Family Foundation has about 5.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MID-CAP85.6
UNALLOCATED7.1
LARGE-CAP4.7
SMALL-CAP1.4
MEGA-CAP1.1

Stocks belong to which Index?

About 36.6% of the stocks held by George Kaiser Family Foundation either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others63.4
RUSSELL 200032.3
S&P 5004.3
Top 5 Winners (%)%
LLY
eli lilly & co
40.9 %
FROG
jfrog ltd
31.9 %
GOOG
alphabet inc
28.8 %
LRCX
lam research corp
27.8 %
ISRG
intuitive surgical inc
26.6 %
Top 5 Winners ($)$
BOKF
bok finl corp
23.6 M
EE
excelerate energy inc
22.5 M
FROG
jfrog ltd
1.7 M
INTA
intapp inc
0.7 M
SPY
spdr s&p 500 etf tr
0.6 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.6 %
NOW
servicenow inc
-74.9 %
ASPN
aspen aerogels inc
-59.3 %
AZO
autozone inc
-20.9 %
AXON
axon enterprise inc
-20.9 %
Top 5 Losers ($)$
ASPN
aspen aerogels inc
-13.1 M
NOW
servicenow inc
-12.7 M
NFLX
netflix inc
-2.9 M
TYL
tyler technologies inc
-0.3 M
ALKT
alkami technology inc
-0.3 M

GEORGE KAISER FAMILY FOUNDATION Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of GEORGE KAISER FAMILY FOUNDATION

George Kaiser Family Foundation has 67 stocks in it's portfolio. About 94.6% of the portfolio is in top 10 stocks. ASPN proved to be the most loss making stock for the portfolio. BOKF was the most profitable stock for George Kaiser Family Foundation last quarter.

Last Reported on: 10 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions