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Global Endowment Management, LP 13F holdings, Q2 2025

Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →

Global Endowment Management, LP disclosed 128 US equity positions worth $751.2m in its Q2 2025 13F filing. The largest position was BND at 19.9% of the reported book, followed by VTI and VXUS. Against the Q1 2025 filing, it opened 3 new positions, added to 12 and reduced 16 among the top 50 holdings.

← Q1 2025 · Q3 2025 →

What did Global Endowment Management, LP own in Q2 2025? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs Q1 2025
1 BND VANGUARD BD INDEX FDS 19.9%$149.6m2,031,788 0% held
2 VTI VANGUARD INDEX FDS 13.8%$103.6m340,983 -13% reduced
3 VXUS VANGUARD STAR FDS 11.5%$86.5m1,252,430 -6% reduced
4 SPY SPDR S&P 500 ETF TR 7.3%$55.2m89,363 19% added
5 VT VANGUARD INTL EQUITY INDEX F 5.2%$38.8m302,086 1% added
6 J P MORGAN EXCHANGE TRADED F 4.8%$35.9m389,210 -16% reduced
7 TXO PARTNERS LP 3.5%$26.1m1,733,760 -13% reduced
8 NVDA NVIDIA CORPORATION Technology 2.5%$19.1m120,938 0% held
9 AAPL APPLE INC Technology 2.1%$15.8m77,012 0% held
10 VWO VANGUARD INTL EQUITY INDEX F 2.0%$14.7m298,000 0% held
11 AAXJ ISHARES TR 1.9%$14.0m169,272 -1% reduced
12 VOO VANGUARD INDEX FDS 1.9%$14.0m24,605 -1% reduced
13 AGG ISHARES TR 1.8%$13.5m136,465 58% added
14 SPROTT PHYSICAL GOLD TR 1.3%$10.0m396,000 0% held
15 SCHX SCHWAB STRATEGIC TR 1.2%$9.1m373,488 – new
16 IYR ISHARES TR 1.2%$8.9m93,880 36% added
17 XLV SELECT SECTOR SPDR TR 1.2%$8.8m65,144 2% added
18 TIP ISHARES TR 1.0%$7.2m65,197 4% added
19 EWJ ISHARES INC 0.9%$6.4m85,801 -23% reduced
20 META META PLATFORMS INC Communication Services 0.8%$5.9m8,015 -4% reduced
21 AMZN AMAZON COM INC Consumer Cyclical 0.6%$4.6m21,165 0% held
22 MSFT MICROSOFT CORP Technology 0.5%$4.0m8,115 -5% reduced
23 BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%$4.0m8,201 -19% reduced
24 DJP BARCLAYS BANK PLC 0.5%$3.7m108,550 101% added
25 SPDW SPDR INDEX SHS FDS 0.5%$3.4m83,912 -4% reduced
26 VNQ VANGUARD INDEX FDS 0.5%$3.4m38,000 -9% reduced
27 GLD SPDR GOLD TR 0.4%$3.4m11,000 -17% reduced
28 SHY ISHARES TR 0.4%$3.3m40,000 0% held
29 SPAB SPDR SERIES TRUST 0.4%$2.9m113,772 4% added
30 GDX VANECK ETF TRUST 0.4%$2.9m55,000 0% held
31 VEA VANGUARD TAX-MANAGED FDS 0.4%$2.7m48,000 0% held
32 VGIT VANGUARD SCOTTSDALE FDS 0.4%$2.7m44,700 0% held
33 VGLT VANGUARD SCOTTSDALE FDS 0.3%$2.6m46,770 0% held
34 BNDX VANGUARD CHARLOTTE FDS 0.3%$2.6m52,331 193% added
35 IEI ISHARES TR 0.3%$2.4m20,000 0% held
36 DBC INVESCO DB COMMDY INDX TRCK 0.3%$2.2m103,088 -48% reduced
37 GOOGL ALPHABET INC Communication Services 0.3%$2.2m12,446 -3% reduced
38 HYG ISHARES TR 0.3%$2.0m24,840 9% added
39 EWU ISHARES TR 0.3%$2.0m50,000 0% held
40 INDA ISHARES TR 0.3%$1.9m35,000 0% held
41 SPEM SPDR INDEX SHS FDS 0.2%$1.8m41,627 -4% reduced
42 KWEB KRANESHARES TRUST 0.2%$1.7m50,000 0% held
43 LTPZ PIMCO ETF TR 0.2%$1.6m30,000 – new
44 ANGL VANECK ETF TRUST 0.2%$1.5m50,000 0% held
45 EWG ISHARES INC 0.2%$1.4m33,500 – new
46 VGK VANGUARD INTL EQUITY INDEX F 0.2%$1.4m18,000 0% held
47 EWP ISHARES INC 0.2%$1.3m30,000 0% held
48 GBDC GOLUB CAP BDC INC 0.2%$1.3m90,000 12% added
49 PDD PDD HOLDINGS INC Consumer Cyclical 0.2%$1.3m12,337 206% added
50 EWA ISHARES INC 0.1%$1.1m40,000 0% held

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.