Latest EMORY UNIVERSITY Stock Portfolio
$267Million– No. of Holdings #7
EMORY UNIVERSITY Performance:
2026 Q1: 1.76%YTD: 1.76%2025: 8.47%
Performance for 2026 Q1 is 1.76%, and YTD is 1.76%, and 2025 is 8.47%.
About EMORY UNIVERSITY and 13F Hedge Fund Stock Holdings
On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, EMORY UNIVERSITY reported an equity portfolio of $267.4 Millions as of 31 Mar, 2026.
The top stock holdings of EMORY UNIVERSITY are IAU, CSD, . The fund has invested 39% of it's portfolio in ISHARES GOLD TR and 35.4% of portfolio in INVESCO EXCHANGE TRADED FD T.
The fund managers got completely rid off ISHARES BITCOIN TRUST ETF stocks. They significantly reduced their stock positions in ISHARES GOLD TR (IAU). EMORY UNIVERSITY opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD). The fund showed a lot of confidence in some stocks as they added substantially to GRAYSCALE BITCOIN MINI TR ET and SPDR S&P 500 ETF TR (SPY).
The top stock holdings of EMORY UNIVERSITY are IAU, CSD, . The fund has invested 39% of it's portfolio in ISHARES GOLD TR and 35.4% of portfolio in INVESCO EXCHANGE TRADED FD T.
The fund managers got completely rid off ISHARES BITCOIN TRUST ETF stocks. They significantly reduced their stock positions in ISHARES GOLD TR (IAU). EMORY UNIVERSITY opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD). The fund showed a lot of confidence in some stocks as they added substantially to GRAYSCALE BITCOIN MINI TR ET and SPDR S&P 500 ETF TR (SPY).
EMORY UNIVERSITY Equity Portfolio Value
Last Reported on: 14 May, 2026
EMORY UNIVERSITY Annual Return Estimates Vs S&P 500
Our best estimate is that EMORY UNIVERSITY made a return of 1.76% in the last quarter. In trailing 12 months, it's portfolio return was 27.06%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| invesco exchange traded fd t | 94,566,700 |
New stocks bought by EMORY UNIVERSITY
Additions
| Ticker | % Inc. |
|---|---|
| grayscale bitcoin mini tr et | 32.32 |
| spdr s&p 500 etf tr | 1.84 |
Additions to existing portfolio by EMORY UNIVERSITY
Reductions
| Ticker | % Reduced |
|---|---|
| ishares gold tr | 0.00 |
EMORY UNIVERSITY reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares bitcoin trust etf | -220,943 |
EMORY UNIVERSITY got rid off the above stocks
Sector Distribution
EMORY UNIVERSITY has about 99.9% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 99.9 |
Market Cap. Distribution
EMORY UNIVERSITY has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 99.9 |
Stocks belong to which Index?
About 0% of the stocks held by EMORY UNIVERSITY either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 99.9 |
EMORY UNIVERSITY Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of EMORY UNIVERSITY
EMORY UNIVERSITY has 7 stocks in it's portfolio. proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for EMORY UNIVERSITY last quarter.
Last Reported on: 14 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 0.09 | 1,817 | 251,418 | unchanged | 0.00 | ||
| CSD | invesco exchange traded fd t | 35.37 | 492,740 | 94,566,700 | new | |||
| IAU | ishares gold tr | 39.05 | 1,184,460 | 104,422,000 | reduced | 0.00 | ||
| NVDA | nvidia corporation | 0.08 | 1,209 | 210,850 | unchanged | 0.00 | ||
| SPY | spdr s&p 500 etf tr | 0.20 | 831 | 540,433 | added | 1.84 | ||
| grayscale bitcoin mini tr et | 15.19 | 1,354,150 | 40,610,900 | added | 32.32 | |||
| waterbridge infrastructure l | 10.02 | 1,000,000 | 26,790,000 | unchanged | 0.00 | |||
| ishares bitcoin trust etf | 0.00 | 0.00 | 0.00 | sold off | -100 | |||