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Mayo Clinic 13F Portfolio

Portfolio Manager
Mayo Clinic
Performance
0% (N/A)
AUM (13F)
$2.90M
# of Holdings
3
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q3 2024

Mayo Clinic Holdings Map

Top 3 Mayo Clinic Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ACWI
ISHARES TR
71.52%17.4K$2.1M
+0.00%(+0)
2023-Q3: 478.9K shares2023-Q4: 113.7K shares2024-Q1: 17.4K shares2024-Q2: 17.4K shares2024-Q3: 17.4K shares2024-09-30
ZNTL
Zentalis Pharmaceuticals Inc
22.19%175.0K$644K
-6.49%(-12.14K)
2023-Q3: 187.1K shares2023-Q4: 187.1K shares2024-Q1: 187.1K shares2024-Q2: 187.1K shares2024-Q3: 175.0K shares2024-09-30
UNBX
UNITY BIOTECHNOLOGY INC
6.29%124.1K$182K
+0.00%(+0)
2023-Q3: 124.1K shares2023-Q4: 124.1K shares2024-Q1: 124.1K shares2024-Q2: 124.1K shares2024-Q3: 124.1K shares2024-09-30

About Mayo Clinic’s portfolio

Mayo Clinic reports $2.90M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are ACWI (71.5%), ZNTL (22.2%) and UNBX (6.3%). Figures reflect the Q3 2024 filing.

Portfolio concentration

Portfolio concentration
ACWI — 71.5% ($2.08M)ZNTL — 22.2% ($644.0K)UNBX — 6.3% ($182.4K)
100%in top 3
  • ACWI71.5%
  • ZNTL22.2%
  • UNBX6.3%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Trimmed
1
ZNTLZentalis Pharmaceuticals Inc-6.5%

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Source filings

Holdings on this page are parsed from Mayo Clinic’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1318153). View Mayo Clinic’s 13F filings on SEC

More 13F analyses

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