StockDriftsStockDriftsTop 4 Trustees Of The University Of Pennsylvania Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KRMN | Karman Holdings Inc | 79.14% | 1.65M | $82.5M | -15.36%(-300.00K) | $72.68(-14.98%) | 2026-06-30 | |
| USAR | USA Rare Earth Inc | 10.21% | 493.1K | $10.6M | -89.84%(-4.36M) | $13.52(+41.48%) | 2026-06-30 | |
| LUNR | Intuitive Machines Inc | 3.69% | 180.0K | $3.9M | -94.46%(-3.07M) | $11.82(+35.56%) | 2026-06-30 | |
| AMPX | Amprius Technologies Inc | 0.15% | 10.9K | $151K | new | $14.29(-17.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +33.14% | +136.03% | — | — | +105.58% |
| Top 20 Holdings Unweighted | +46.27% | +212.94% | — | — | +327.19% |
Trustees Of The University Of Pennsylvania reports $104.24M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are KRMN (79.1%), USAR (10.2%) and LUNR (3.7%). The top 20 holdings account for 93.19% of reported assets. Its disclosed equity book has returned +136.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Trustees Of The University Of Pennsylvania’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 351083). View Trustees Of The University Of Pennsylvania’s 13F filings on SEC