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Latest University of Wisconsin Foundation Stock Portfolio

$112Million– No. of Holdings #10

University of Wisconsin Foundation Performance:
2026 Q1: -7.5%YTD: -7.5%2025: 14.86%
Performance for 2026 Q1 is -7.5%, and YTD is -7.5%, and 2025 is 14.86%.

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

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, University of Wisconsin Foundation reported an equity portfolio of $112.6 Millions as of 31 Mar, 2026.

The top stock holdings of University of Wisconsin Foundation are , NU, PCVX. The fund has invested 13.6% of it's portfolio in PEARL DIVER CREDIT COMPANY I and 13.1% of portfolio in NU HLDGS LTD.

The fund managers got completely rid off JANUX THERAPEUTICS INC (JANX) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), NVIDIA CORPORATION (NVDA) and NU HLDGS LTD (NU). University of Wisconsin Foundation opened new stock positions in SEA LTD (SE), ALPHABET INC (GOOG) and PRAXIS PRECISION MEDICINES I (PRAX). The fund showed a lot of confidence in some stocks as they added substantially to DYNE THERAPEUTICS INC (DYN).
University of Wisconsin Foundation Equity Portfolio Value
Last Reported on: 14 May, 2026

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

Our best estimate is that University of Wisconsin Foundation made a return of -7.5% in the last quarter. In trailing 12 months, it's portfolio return was 7.04%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
sea ltd10,651,000
alphabet inc10,291,500
praxis precision medicines i8,124,020
New stocks bought by University of Wisconsin Foundation

Additions

Ticker% Inc.
dyne therapeutics inc16.32
Additions to existing portfolio by University of Wisconsin Foundation

Reductions

Ticker% Reduced
apple inc-35.31
nvidia corporation-32.63
nu hldgs ltd-28.3
microsoft corp-20.31
vaxcyte inc-2.94
University of Wisconsin Foundation reduced stake in above stock

Sold off

Ticker$ Sold
janux therapeutics inc-4,995,600
University of Wisconsin Foundation got rid off the above stocks

Sector Distribution

University of Wisconsin Foundation has about 36.2% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
  • Communication Services
Sector%
Others36.2
Healthcare27.4
Technology27.3
Communication Services9.1

Market Cap. Distribution

University of Wisconsin Foundation has about 36.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP36.5
UNALLOCATED36.2
MID-CAP27.4

Stocks belong to which Index?

About 56.7% of the stocks held by University of Wisconsin Foundation either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others43.4
S&P 50036.5
RUSSELL 200020.2
Top 5 Winners (%)%
PCVX
vaxcyte inc
25.6 %
Top 5 Winners ($)$
PCVX
vaxcyte inc
2.9 M
Top 5 Losers (%)%
pearl diver credit company i
-24.6 %
MSFT
microsoft corp
-21.1 %
NU
nu hldgs ltd
-12.2 %
DYN
dyne therapeutics inc
-6.8 %
AAPL
apple inc
-5.5 %
Top 5 Losers ($)$
pearl diver credit company i
-5.0 M
MSFT
microsoft corp
-3.3 M
NU
nu hldgs ltd
-2.9 M
AAPL
apple inc
-1.0 M
NVDA
nvidia corporation
-0.9 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 10 stocks in it's portfolio. proved to be the most loss making stock for the portfolio. PCVX was the most profitable stock for University of Wisconsin Foundation last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions