The Analysis of University of Wisconsin Foundation's Holdings & P&L


Currently, University of Wisconsin Foundation holds 10 types of securities in its portfolio with a total value $112.6M. In the most recent quarter, they have increased their positions in SE (+128.6K shares, valued at $10.7M), N/A (+35.8K shares, valued at $10.3M), N/A (+25.2K shares, valued at $8.1M); decreased their positions in AAPL (-23.1K shares, valued at $5.9M), NU (-405.2K shares, valued at $5.8M), NVDA (-29.1K shares, valued at $5.1M); initiated new positions in SE (+128.6K shares, valued at $10.7M), N/A (+35.8K shares, valued at $10.3M), N/A (+25.2K shares, valued at $8.1M).


1M P&L
-2.1M-2.07%
3M P&L
-5.8M-5.59%
HY P&L
-18.3M-15.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology22.7M
24.1%
2Asset Management15.3M
16.3%
3Banks - Regional14.8M
15.7%

Top Industries by Stock Count

1Biotechnology2 stocks
25.0%
2Banks - Regional1 stocks
12.5%
3Consumer Electronics1 stocks
12.5%
Stock Holdings
PDCC
PEARL DIVER CREDIT COMPANY I
0.00%
Shares1.5M
Event2026-03-31
Filed2026-05-14
NU
NU HLDGS LTD
-28.30%
Shares1.0M
Event2026-03-31
Filed2026-05-14
PCVX
VAXCYTE INC
-2.94%
Shares239.7K
Event2026-03-31
Filed2026-05-14
AAPL
APPLE INC
-35.31%
Shares42.3K
Event2026-03-31
Filed2026-05-14
SE
SEA LTD
New
Shares128.6K
Event2026-03-31
Filed2026-05-14
NVDA
NVIDIA CORPORATION
-32.63%
Shares60.0K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
New
Shares35.8K
Event2026-03-31
Filed2026-05-14
MSFT
MICROSOFT CORP
-20.31%
Shares25.8K
Event2026-03-31
Filed2026-05-14
DYN
DYNE THERAPEUTICS INC
16.32%
Shares484.7K
Event2026-03-31
Filed2026-05-14
PRAXIS PRECISION MEDICINES I
PRAXIS PRECISION MEDICINES I
New
Shares25.2K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
University of Wisconsin Foundation Institutional Holdings, Portfolio & P&L β€” TradeFomo