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Global Endowment Management, LP 13F holdings, Q3 2025

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

Global Endowment Management, LP disclosed 128 US equity positions worth $798.6m in its Q3 2025 13F filing. The largest position was BND at 18.0% of the reported book, followed by VTI and VXUS. Against the Q2 2025 filing, it opened 2 new positions, added to 17 and reduced 9 among the top 50 holdings.

← Q2 2025 · Q4 2025 →

What did Global Endowment Management, LP own in Q3 2025? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs Q2 2025
1 BND VANGUARD BD INDEX FDS 18.0%$144.0m1,936,795 -5% reduced
2 VTI VANGUARD INDEX FDS 12.6%$100.8m307,139 -10% reduced
3 VXUS VANGUARD STAR FDS 10.9%$86.8m1,181,872 -6% reduced
4 VT VANGUARD INTL EQUITY INDEX F 5.4%$43.4m314,751 4% added
5 TXO PARTNERS LP 4.7%$37.7m2,686,017 55% added
6 J P MORGAN EXCHANGE TRADED F 4.5%$36.1m378,027 -3% reduced
7 MSFT MICROSOFT CORP Technology 3.2%$25.2m48,638 499% added
8 GOOGL ALPHABET INC Communication Services 3.1%$24.8m101,959 719% added
9 NVDA NVIDIA CORPORATION Technology 2.8%$22.6m120,938 0% held
10 AAPL APPLE INC Technology 2.5%$19.6m77,012 0% held
11 VWO VANGUARD INTL EQUITY INDEX F 2.0%$16.1m298,000 0% held
12 SPY SPDR S&P 500 ETF TR 1.9%$15.5m23,327 -74% reduced
13 VOO VANGUARD INDEX FDS 1.9%$15.1m24,684 0% held
14 AAXJ ISHARES TR 1.9%$15.1m165,578 -2% reduced
15 AGG ISHARES TR 1.8%$14.1m140,915 3% added
16 IYR ISHARES TR 1.7%$13.2m136,080 45% added
17 SPROTT ASSET MANAGEMENT LP 1.5%$11.7m396,000 0% held
18 SCHX SCHWAB STRATEGIC TR 1.2%$9.9m375,122 0% held
19 XLV SELECT SECTOR SPDR TR 1.1%$8.8m63,294 -3% reduced
20 TIP ISHARES TR 1.0%$8.3m74,381 14% added
21 EWJ ISHARES INC 0.9%$6.9m85,674 -0% held
22 META META PLATFORMS INC Communication Services 0.7%$5.7m7,697 -4% reduced
23 DJP BARCLAYS BANK PLC 0.6%$4.9m139,332 28% added
24 AMZN AMAZON COM INC Consumer Cyclical 0.6%$4.9m22,362 6% added
25 GDX VANECK ETF TRUST 0.5%$4.2m55,000 0% held
26 BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%$4.2m8,279 1% added
27 GLD SPDR GOLD TR 0.5%$3.9m11,000 0% held
28 SPDW SPDR INDEX SHS FDS 0.5%$3.6m85,266 2% added
29 MORGAN STANLEY ETF TRUST 0.4%$3.5m42,446 – new
30 VNQ VANGUARD INDEX FDS 0.4%$3.5m38,000 0% held
31 SHY ISHARES TR 0.4%$3.3m40,000 0% held
32 SPAB SPDR SERIES TRUST 0.4%$3.1m119,444 5% added
33 VEA VANGUARD TAX-MANAGED FDS 0.4%$2.9m48,000 0% held
34 DBC INVESCO DB COMMDY INDX TRCK 0.4%$2.8m124,252 21% added
35 BNDX VANGUARD CHARLOTTE FDS 0.4%$2.8m56,568 8% added
36 VGIT VANGUARD SCOTTSDALE FDS 0.3%$2.7m44,700 0% held
37 VGLT VANGUARD SCOTTSDALE FDS 0.3%$2.7m46,770 0% held
38 IEI ISHARES TR 0.3%$2.4m20,000 0% held
39 EAGG ISHARES TR 0.3%$2.3m47,994 – new
40 HYG ISHARES TR 0.3%$2.2m26,715 8% added
41 KWEB KRANESHARES TRUST 0.3%$2.1m50,000 0% held
42 EWU ISHARES TR 0.3%$2.1m50,000 0% held
43 SPEM SPDR INDEX SHS FDS 0.2%$2.0m42,104 1% added
44 LTPZ PIMCO ETF TR 0.2%$1.6m30,000 0% held
45 ANGL VANECK ETF TRUST 0.2%$1.5m50,000 0% held
46 EWP ISHARES INC 0.2%$1.5m30,000 0% held
47 JNK SPDR SERIES TRUST 0.2%$1.5m15,000 200% added
48 EWG ISHARES INC 0.2%$1.4m33,500 0% held
49 EWS ISHARES INC 0.1%$1.1m40,000 0% held
50 PDD PDD HOLDINGS INC Consumer Cyclical 0.1%$1.1m8,457 -31% reduced

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.