Latest University of Wisconsin Foundation Stock Portfolio

$112Million | No. of Holdings #10

University of Wisconsin Foundation Performance

2026 Q1-7.50%

YTD-7.50%

2025+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. <br><br> 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. <br><br> 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

$112Million

as of May 14, 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 ltd	10,651,000
alphabet inc	10,291,500
praxis precision medicines i	8,124,020

New stocks bought by University of Wisconsin Foundation

Additions

Ticker	% Inc.
dyne therapeutics inc	16.32

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	%
Others	36.2
Healthcare	27.4
Technology	27.3
Communication Services	9.1

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-CAP	36.5
UNALLOCATED	36.2
MID-CAP	27.4

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	%
Others	43.4
S&P 500	36.5
RUSSELL 2000	20.2

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.

$112.65MTotal Value

11.00Positions

14 May, 2026Last Reported

Current holdings of Current Stock Holdings of University of Wisconsin Foundation, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AAPL Apple Inc Apple IncAAPL University of Wisconsin Foundation's holding in Apple Inc over time	9.54%	42,335	$10.74M 9.54%	decreased 35.31 percentreduced

DYN Dyne Therapeutics Inc Dyne Therapeutics IncDYN University of Wisconsin Foundation's holding in Dyne Therapeutics Inc over time	7.8%	484,745	$8.79M 7.8%	increased 16.32 percentadded

GOOG Alphabet Inc Alphabet IncGOOG University of Wisconsin Foundation's holding in Alphabet Inc over time	9.14%	35,789	$10.29M 9.14%	new position

JANX Janux Therapeutics Inc Janux Therapeutics IncJANX University of Wisconsin Foundation's holding in Janux Therapeutics Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

MSFT Microsoft Corp Microsoft CorpMSFT University of Wisconsin Foundation's holding in Microsoft Corp over time	8.49%	25,842	$9.57M 8.49%	decreased 20.31 percentreduced

NU Nu Hldgs Ltd Nu Hldgs Ltd NU University of Wisconsin Foundation's holding in Nu Hldgs Ltd over time	13.1%	1,026,760	$14.75M 13.1%	decreased 28.3 percentreduced

NVDA Nvidia Corporation Nvidia CorporationNVDA University of Wisconsin Foundation's holding in Nvidia Corporation over time	9.29%	60,035	$10.47M 9.29%	decreased 32.63 percentreduced

PCVX Vaxcyte Inc Vaxcyte IncPCVX University of Wisconsin Foundation's holding in Vaxcyte Inc over time	12.37%	239,749	$13.93M 12.37%	decreased 2.94 percentreduced

PRAX Praxis Precision Medicines I Praxis Precision Medicines IPRAX University of Wisconsin Foundation's holding in Praxis Precision Medicines I over time	7.21%	25,215	$8.12M 7.21%	new position

SE Sea Ltd Sea Ltd SE University of Wisconsin Foundation's holding in Sea Ltd over time	9.46%	128,620	$10.65M 9.46%	new position

Com Shs Pearl Diver Credit Company I Pearl Diver Credit Company I University of Wisconsin Foundation's holding in Pearl Diver Credit Company I over time	13.61%	1,459,020	$15.33M 13.61%	unchanged 0 percentunchanged