StockDriftsStockDriftsTop 8 University Of Wisconsin Foundation Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | 22.77% | 43.8K | $28.8M | new | $509.21(+15.69%) | 2026-06-30 | |
| PDCC | PEARL DIVER CREDIT COMPANY I | 11.51% | 1.46M | $14.5M | +0.00%(+0) | $20.01(-56.37%) | 2026-06-30 | |
| PCVX | VAXCYTE INC | 11.03% | 239.7K | $13.9M | +0.00%(+0) | $41.08(+45.74%) | 2026-06-30 | |
| NU | NU HLDGS LTD | 10.86% | 1.03M | $13.7M | +0.00%(+0) | $4.42(+215.52%) | 2026-06-30 | |
| PRAX | PRAXIS PRECISION MEDICINES I | 9.21% | 34.7K | $11.6M | +37.74%(+9.52K) | $307.68(+23.91%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.14% | 31.2K | $9.0M | -26.41%(-11.18K) | $245.86(+24.16%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 7.12% | 25.2K | $9.0M | -29.72%(-10.63K) | $300.28(+15.35%) | 2026-06-30 | |
| DYN | DYNE THERAPEUTICS INC | 5.51% | 313.6K | $7.0M | -35.31%(-171.19K) | $12.17(+113.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.50% | +97.69% | — | — | +134.00% |
| Top 20 Holdings Unweighted | +32.38% | +132.01% | — | — | +218.06% |
University Of Wisconsin Foundation reports $126.30M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are SMH (22.8%), PDCC (11.5%) and PCVX (11.0%). The top 20 holdings account for 85.15% of reported assets. Its disclosed equity book has returned +97.69% 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 University Of Wisconsin Foundation’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697228). View University Of Wisconsin Foundation’s 13F filings on SEC