University of Wisconsin Foundation
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), University of Wisconsin Foundation reported 7 stock positions worth $153.3 million. Its top holding was Sea Ltd.-ADR (SE) at 29.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 21.5%) and Pearl Diver Credit Compy (PDCC, 19.0%). Compared with Q2 2024, it opened 2 new positions, sold out of 1 and added to 1. The biggest buy was a new position in Sea Ltd.-ADR (SE) and the biggest sale an exit from General Electric (GE).
- Most Recent 13F
- Q2 2026
- Location
- MADISON, WI
- CIK
- 0001697228
- Portfolio Value
- $153.3M (Q3 2024)
- SEC Filing
- 0001697228-24-000009 ↗ filed Nov 14, 2024
Holdings Value
Holdings 7 stocks · $153.3M
| SE Sea Ltd.-ADR | 28.98% | 471,223 | $44.4M | New |
| IVV iShares Core S&P 500 ETF | 21.47% | 57,081 | $32.9M | Add +1.3% |
| PDCC Pearl Diver Credit Compy Inc. | 19.04% | 1,459,221 | $29.2M | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 12.75% | 1,431,951 | $19.5M | No change |
| AKRO Akero Therapeutics Inc. | 7.93% | 423,849 | $12.2M | No change |
| MDGL Madrigal Pharmaceuticals Inc. | 6.33% | 45,730 | $9.7M | No change |
| ETNB 89BIO Inc. | 3.50% | 724,132 | $5.4M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| GE General Electric | Sold out | 0.00% | −12.36 |
Portfolio Buys Q2 2024 → Q3 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $126.3M | SMH, CBRS, PDCC, PCVX, NU |
| Q1 2026 | 10 | $112.6M | PDCC, NU, PCVX, AAPL, SE |
| Q4 2025 | 8 | $118.9M | NU, PDCC, AAPL, NVDA, MSFT |
| Q3 2025 | 9 | $118.1M | PDCC, NU, AKRO, RNAM, NVDA |
| Q2 2025 | 5 | $89.4M | PDCC, NU, AKRO, MDGL, ETNB |
| Q1 2025 | 8 | $117.8M | SE, PDCC, MDGL, NU, AKRO |
| Q4 2024 | 7 | $137.6M | SE, PDCC, IVV, NU, MDGL |
| Q3 2024 | 7 | $153.3M | SE, IVV, PDCC, NU, AKRO |
| Q2 2024 | 6 | $88.8M | IVV, NU, MDGL, GE, AKRO |
| Q1 2024 | 6 | $88.6M | IVV, NU, MDGL, GE, AKRO |