Latest University of Wisconsin Foundation Stock Portfolio
University of Wisconsin Foundation Performance:
2025 Q3: 3.12%YTD: 14.35%2024: 16.57%
Performance for 2025 Q3 is 3.12%, and YTD is 14.35%, and 2024 is 16.57%.
About University of Wisconsin Foundation and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, University of Wisconsin Foundation reported an equity portfolio of $118.1 Millions as of 30 Sep, 2025.
The top stock holdings of University of Wisconsin Foundation are , NU, AKRO. The fund has invested 20.4% of it's portfolio in PEARL DIVER CREDIT COMPANY I and 19.4% of portfolio in NU HLDGS LTD.
The fund managers got completely rid off 89BIO INC (ETNB) stocks. They significantly reduced their stock positions in MADRIGAL PHARMACEUTICALS INC (MDGL). University of Wisconsin Foundation opened new stock positions in AVIDITY BIOSCIENCES INC (RNA), NVIDIA CORPORATION (NVDA) and MICROSOFT CORP (MSFT).
The top stock holdings of University of Wisconsin Foundation are , NU, AKRO. The fund has invested 20.4% of it's portfolio in PEARL DIVER CREDIT COMPANY I and 19.4% of portfolio in NU HLDGS LTD.
The fund managers got completely rid off 89BIO INC (ETNB) stocks. They significantly reduced their stock positions in MADRIGAL PHARMACEUTICALS INC (MDGL). University of Wisconsin Foundation opened new stock positions in AVIDITY BIOSCIENCES INC (RNA), NVIDIA CORPORATION (NVDA) and MICROSOFT CORP (MSFT).
University of Wisconsin Foundation Annual Return Estimates Vs S&P 500
Our best estimate is that University of Wisconsin Foundation made a return of 3.12% in the last quarter. In trailing 12 months, it's portfolio return was 17.74%.
New Buys
| Ticker | $ Bought |
|---|---|
| avidity biosciences inc | 12,600,500 |
| nvidia corporation | 10,274,200 |
| microsoft corp | 10,064,300 |
| apple inc | 10,032,900 |
| dyne therapeutics inc | 6,549,540 |
New stocks bought by University of Wisconsin Foundation
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| madrigal pharmaceuticals inc | -73.11 |
University of Wisconsin Foundation reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| 89bio inc | -11,326,000 |
University of Wisconsin Foundation got rid off the above stocks
Sector Distribution
University of Wisconsin Foundation has about 39.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 39.8 |
| Healthcare | 34.5 |
| Technology | 25.7 |
Market Cap. Distribution
University of Wisconsin Foundation has about 25.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 39.8 |
| MEGA-CAP | 25.7 |
| MID-CAP | 21.3 |
| SMALL-CAP | 13.2 |
Stocks belong to which Index?
About 60.2% of the stocks held by University of Wisconsin Foundation either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 39.8 |
| RUSSELL 2000 | 34.5 |
| S&P 500 | 25.7 |
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 9 stocks in it's portfolio. proved to be the most loss making stock for the portfolio. MDGL was the most profitable stock for University of Wisconsin Foundation last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 8.50 | 39,402 | 10,032,900 | new | |||
| AKRO | akero therapeutics inc | 13.21 | 328,504 | 15,597,400 | unchanged | 0.00 | ||
| DYN | dyne therapeutics inc | 5.55 | 517,750 | 6,549,540 | new | |||
| ETNB | 89bio inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MDGL | madrigal pharmaceuticals inc | 5.05 | 13,007 | 5,965,790 | reduced | -73.11 | ||
| MSFT | microsoft corp | 8.52 | 19,431 | 10,064,300 | new | |||
| NU | nu hldgs ltd | 19.41 | 1,431,950 | 22,925,500 | unchanged | 0.00 | ||
| NVDA | nvidia corporation | 8.70 | 55,066 | 10,274,200 | new | |||
| RNA | avidity biosciences inc | 10.67 | 289,201 | 12,600,500 | new | |||
| pearl diver credit company i | 20.39 | 1,459,020 | 24,073,800 | unchanged | 0.00 | |||