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Latest University of Wisconsin Foundation Stock Portfolio

University of Wisconsin Foundation Performance:
2025 Q4: 0.44%YTD: 14.86%2024: 16.57%
Performance for 2025 Q4 is 0.44%, and YTD is 14.86%, and 2024 is 16.57%.

About University of Wisconsin Foundation and 13F Hedge Fund Stock Holdings

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, University of Wisconsin Foundation reported an equity portfolio of $118.9 Millions as of 31 Dec, 2025.

The top stock holdings of University of Wisconsin Foundation are NU, , AAPL. The fund has invested 20.2% of it's portfolio in NU HLDGS LTD and 17.1% of portfolio in PEARL DIVER CREDIT COMPANY I.

The fund managers got completely rid off AKERO THERAPEUTICS INC (AKRO), AVIDITY BIOSCIENCES INC (RNA) and MADRIGAL PHARMACEUTICALS INC (MDGL) stocks. They significantly reduced their stock positions in DYNE THERAPEUTICS INC (DYN). University of Wisconsin Foundation opened new stock positions in VAXCYTE INC (PCVX) and JANUX THERAPEUTICS INC (JANX). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), APPLE INC (AAPL) and NVIDIA CORPORATION (NVDA).

University of Wisconsin Foundation Annual Return Estimates Vs S&P 500

Our best estimate is that University of Wisconsin Foundation made a return of 0.44% in the last quarter. In trailing 12 months, it's portfolio return was 14.86%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vaxcyte inc11,396,600
janux therapeutics inc4,995,600
New stocks bought by University of Wisconsin Foundation

Additions

Ticker% Inc.
microsoft corp66.89
apple inc66.09
nvidia corporation61.82
Additions to existing portfolio by University of Wisconsin Foundation

Reductions

Ticker% Reduced
dyne therapeutics inc-19.51
University of Wisconsin Foundation reduced stake in above stock

Sold off

Ticker$ Sold
akero therapeutics inc-15,597,400
avidity biosciences inc-12,600,500
madrigal pharmaceuticals inc-5,965,790
University of Wisconsin Foundation got rid off the above stocks

Sector Distribution

University of Wisconsin Foundation has about 42.1% of it's holdings in Technology sector.

Sector%
Technology42.1
Others37.2
Healthcare20.6

Market Cap. Distribution

University of Wisconsin Foundation has about 42.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP42.1
UNALLOCATED37.2
MID-CAP16.4
SMALL-CAP4.2

Stocks belong to which Index?

About 62.7% of the stocks held by University of Wisconsin Foundation either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50042.1
Others37.2
RUSSELL 200020.6
Top 5 Winners (%)%
DYN
dyne therapeutics inc
49.3 %
AAPL
apple inc
5.3 %
NU
nu hldgs ltd
4.6 %
Top 5 Winners ($)$
DYN
dyne therapeutics inc
3.2 M
NU
nu hldgs ltd
1.0 M
AAPL
apple inc
0.9 M
Top 5 Losers (%)%
pearl diver credit company i
-15.6 %
MSFT
microsoft corp
-5.4 %
NVDA
nvidia corporation
-0.0 %
Top 5 Losers ($)$
pearl diver credit company i
-3.7 M
MSFT
microsoft corp
-0.9 M
NVDA
nvidia corporation
0.0 M

University of Wisconsin Foundation Holdings Map

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

Current Stock Holdings of University of Wisconsin Foundation

University of Wisconsin Foundation has 8 stocks in it's portfolio. proved to be the most loss making stock for the portfolio. DYN was the most profitable stock for University of Wisconsin Foundation last quarter.

Last Reported on: 13 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions