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Global Endowment Management, LP 13F holdings, Q3 2024

Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →

Global Endowment Management, LP disclosed 131 US equity positions worth $990.2m in its Q3 2024 13F filing. The largest position was BND at 23.7% of the reported book, followed by VXUS and VTI.

· Q4 2024 →

What did Global Endowment Management, LP own in Q3 2024? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 BND VANGUARD BD INDEX FDS 23.7%$234.4m3,121,411 –
2 VXUS VANGUARD STAR FDS 10.2%$100.5m1,552,826 –
3 VTI VANGUARD INDEX FDS 9.7%$96.2m339,574 –
4 J P MORGAN EXCHANGE TRADED F 5.6%$55.1m546,508 –
5 TXO PARTNERS LP 4.0%$39.3m1,985,130 –
6 CVNA CARVANA CO Consumer Cyclical 3.2%$31.3m180,021 –
7 VT VANGUARD INTL EQUITY INDEX F 3.1%$30.5m255,145 –
8 META META PLATFORMS INC Communication Services 2.7%$26.4m46,036 –
9 AAPL APPLE INC Technology 2.1%$21.2m91,074 –
10 NVDA NVIDIA CORPORATION Technology 1.7%$17.3m142,520 –
11 VNQ VANGUARD INDEX FDS 1.6%$15.6m160,093 –
12 VWO VANGUARD INTL EQUITY INDEX F 1.4%$14.3m298,000 –
13 CACC CREDIT ACCEP CORP MICH Financial Services 1.4%$14.2m32,102 –
14 WIX WIX COM LTD Technology 1.4%$14.1m84,195 –
15 VOO VANGUARD INDEX FDS 1.3%$12.8m24,199 –
16 AAXJ ISHARES TR 1.3%$12.7m161,522 –
17 XLV SELECT SECTOR SPDR TR 1.2%$11.9m77,171 –
18 EWJ ISHARES INC 1.2%$11.8m164,500 –
19 XLP SELECT SECTOR SPDR TR 1.0%$10.4m125,035 –
20 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1.0%$9.7m69,876 –
21 PDD PDD HOLDINGS INC Consumer Cyclical 1.0%$9.7m71,700 –
22 SHY ISHARES TR 0.9%$9.3m111,250 –
23 TIP ISHARES TR 0.9%$8.7m78,880 –
24 KRBN KRANESHARES TRUST 0.8%$8.2m258,300 –
25 SPROTT PHYSICAL GOLD TR 0.8%$8.1m396,000 –
26 IEI ISHARES TR 0.7%$7.4m62,000 –
27 BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%$7.1m15,357 –
28 AMZN AMAZON COM INC Consumer Cyclical 0.7%$7.0m37,437 –
29 MSFT MICROSOFT CORP Technology 0.7%$6.5m15,138 –
30 DBC INVESCO DB COMMDY INDX TRCK 0.6%$6.3m281,024 –
31 YUMC YUM CHINA HLDGS INC Consumer Cyclical 0.6%$5.5m122,502 –
32 HTHT H WORLD GROUP LTD Consumer Cyclical 0.5%$5.1m136,860 –
33 IYR ISHARES TR 0.4%$4.3m41,880 –
34 VWOB VANGUARD WHITEHALL FDS 0.4%$4.2m63,350 –
35 EWU ISHARES TR 0.4%$3.7m100,000 –
36 JNK SPDR SER TR 0.4%$3.6m36,570 –
37 MLPX GLOBAL X FDS 0.3%$3.2m59,619 –
38 GLD SPDR GOLD TR 0.3%$3.2m13,182 –
39 GOOGL ALPHABET INC Communication Services 0.3%$3.0m18,048 –
40 TLT ISHARES TR 0.3%$2.7m28,000 –
41 ISHARES TR 0.3%$2.7m40,000 –
42 VEA VANGUARD TAX-MANAGED FDS 0.3%$2.6m50,000 –
43 IEF ISHARES TR 0.2%$2.3m23,000 –
44 TLH ISHARES TR 0.2%$2.2m20,210 –
45 GDX VANECK ETF TRUST 0.2%$2.2m55,000 –
46 HYG ISHARES TR 0.2%$2.1m25,812 –
47 EWQ ISHARES INC 0.2%$2.1m50,870 –
48 WGO WINNEBAGO INDS INC Consumer Cyclical 0.2%$2.1m35,309 –
49 MELI MERCADOLIBRE INC Consumer Cyclical 0.2%$2.0m990 –
50 XOP SPDR SER TR 0.2%$2.0m15,000 –

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.