University of Wisconsin Foundation

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), University of Wisconsin Foundation reported 6 stock positions worth $88.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 32.9% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 19.3%) and Madrigal Pharmaceuticals (MDGL, 17.0%). Compared with Q4 2023, it opened 1 new position, added to 2 and reduced 2. The biggest buy was a new position in General Electric (GE) and the biggest sale Madrigal Pharmaceuticals (MDGL, shares −23%).

Most Recent 13F
Q2 2026
Location
MADISON, WI
CIK
0001697228
Portfolio Value
$88.6M (Q1 2024)
SEC Filing
0001697228-24-000002 ↗ filed May 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $88.6M $88.6M Q1 2024 Q2 2024: $88.8M Q2 2024 Q3 2024: $153.3M Q3 2024 Q4 2024: $137.6M Q4 2024 Q1 2025: $117.8M Q1 2025 Q2 2025: $89.4M Q2 2025 Q3 2025: $118.1M Q3 2025 Q4 2025: $118.9M Q4 2025 Q1 2026: $112.6M Q1 2026 Q2 2026: $126.3M Q2 2026

Holdings 6 stocks · $88.6M

IVV iShares Core S&P 500 ETF 32.89% 55,443 $29.1M Add +55.0%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 19.28% 1,431,951 $17.1M Reduce -25.0%
MDGL Madrigal Pharmaceuticals Inc. 16.99% 56,376 $15.1M Reduce -23.3%
GE General Electric 13.68% 69,083 $12.1M New
AKRO Akero Therapeutics Inc. 10.62% 372,575 $9.4M No change
ETNB 89BIO Inc. 6.54% 498,137 $5.8M Add +293.7%

Portfolio Sells Q4 2023 → Q1 2024

MDGL Madrigal Pharmaceuticals Inc. Reduce -23.3% 16.99% −11.30
NU Nu Holdings Ltd./Cayman Isl-A Reduce -25.0% 19.28% −7.19

Portfolio Buys Q4 2023 → Q1 2024

GE General Electric New 13.68% +13.68
IVV iShares Core S&P 500 ETF Add +55.0% 32.89% +4.47
ETNB 89BIO Inc. Add +293.7% 6.54% +4.19

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 9$126.3MSMH, CBRS, PDCC, PCVX, NU
Q1 2026 10$112.6MPDCC, NU, PCVX, AAPL, SE
Q4 2025 8$118.9MNU, PDCC, AAPL, NVDA, MSFT
Q3 2025 9$118.1MPDCC, NU, AKRO, RNAM, NVDA
Q2 2025 5$89.4MPDCC, NU, AKRO, MDGL, ETNB
Q1 2025 8$117.8MSE, PDCC, MDGL, NU, AKRO
Q4 2024 7$137.6MSE, PDCC, IVV, NU, MDGL
Q3 2024 7$153.3MSE, IVV, PDCC, NU, AKRO
Q2 2024 6$88.8MIVV, NU, MDGL, GE, AKRO
Q1 2024 6$88.6MIVV, NU, MDGL, GE, AKRO