AI Portfolio Summary
In 2026 Q1, EMORY UNIVERSITY maintained a portfolio of 8 distinct positions. The most significant new addition to the portfolio was INVESCO EXCHANGE TRA, which now represents 35.37% of the total fund value. Conversely, EMORY UNIVERSITY completely exited their position in ISHARES BITCOIN TRUS.
Total Positions
8
Quarter
2026 Q1
Top Holding
IAU (39.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IAU
ISHARES GOLD TR
|
ETF | 39.05% | 61.22% |
#1
Prev: #1
|
6.5 | -6 | -0.0% |
P
S
|
1,184,463 | $104,422,258 |
$73.50
+19.6%
|
2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
RSP
INVESCO EXCHANG...
|
Unknown | 35.37% | — |
#2
Prev: #—
|
9.0 | 492,740 | no change |
NEW
|
492,740 | $94,566,661 |
$191.92
+0.6%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
BTC
GRAYSCALE BITCO...
|
Unknown | 15.19% | 25.24% |
#3
1
Prev: #2
|
7.5 | 330,731 | 32.3% |
P
S
|
1,354,148 | $40,610,899 |
$31.46
-5.7%
|
2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
WB
WATERBRIDGE INF...
|
Communication Services | 10.02% | 12.74% |
#4
1
Prev: #3
|
5.5 | no change | no change |
P
S
|
1,000,000 | $26,790,000 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.20% | 0.35% |
#5
1
Prev: #4
|
1.1 | 15 | 1.8% |
P
S
|
831 | $540,433 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ACWI
ISHARES TR
|
ETF | 0.09% | 0.16% |
#6
1
Prev: #5
|
1.0 | no change | no change |
P
S
|
1,817 | $251,418 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.08% | 0.14% |
#7
1
Prev: #6
|
1.0 | no change | no change |
P
S
|
1,209 | $210,850 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.00% | 0.14% |
Sold All 😨
(Was: #7) |
0.0 | -4,450 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-8 of 8 holdings