EMORY UNIVERSITY 13F: Quarter-over-Quarter Portfolio Changes
EMORY UNIVERSITY reported a disclosed portfolio value of approximately $267.4 million in its latest SEC Form 13F-HR filing for Q1 2026, up 70.3% quarter on quarter. Over the quarter, the endowment initiated 1 new position, bought more shares in 2 holdings, trimmed 1 holding, and exited 1 position.
EMORY UNIVERSITY's top buy was a new stake in Invesco Exchange Traded Fd T (RSP) , equal to 35.4% of the disclosed portfolio. Its top sell was Ishares Gold Tr (IAU) . The endowment sold 0.0% of its previously reported shares, reducing the position's portfolio weight by 22.2 percentage points.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | RSP | 35.4% | History → |
Top BuysQ1 2026
The endowment's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| GRAYSCALE BITCOIN MINI TR ET | BTC | +-10.1% | +32.3% | History → |
| STATE STR SPDR S&P 500 ETF T | SPY | +-0.2% | +1.8% | History → |
Top SellsQ1 2026
The endowment's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| ISHARES GOLD TR | IAU | -22.2% | 0.0% | History → |
Full ExitsQ1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| ISHARES BITCOIN TRUST ETF | IBIT | 0.1% |
Net Portfolio Value ChangeQ1 2026
- $0.2BPrior quarter
- $0.3BCurrent quarter
- +$0.1BNet delta
- +70.3%% change
Methodology & FAQ
How EMORY UNIVERSITY Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for EMORY UNIVERSITY: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did EMORY UNIVERSITY buy in Q1 2026?
In Q1 2026, EMORY UNIVERSITY initiated 1 new position (INVESCO EXCHANGE TRADED FD T (RSP)); bought more shares of GRAYSCALE BITCOIN MINI TR ET (BTC), STATE STR SPDR S&P 500 ETF T (SPY).
What stocks did EMORY UNIVERSITY sell in Q1 2026?
In Q1 2026, EMORY UNIVERSITY fully sold 1 position (ISHARES BITCOIN TRUST ETF (IBIT)); reduced holdings in ISHARES GOLD TR (IAU).
Which positions did EMORY UNIVERSITY initiate in Q1 2026?
EMORY UNIVERSITY established 1 new position in Q1 2026: INVESCO EXCHANGE TRADED FD T (RSP, 35.4%).
Which existing positions saw the largest allocation increases for EMORY UNIVERSITY in Q1 2026?
Of 2 existing positions with share-count increases in Q1 2026, the largest were: GRAYSCALE BITCOIN MINI TR ET (BTC, +-10.1% weight, +32.3% shares), STATE STR SPDR S&P 500 ETF T (SPY, +-0.2% weight, +1.8% shares).
Which positions did EMORY UNIVERSITY fully exit in Q1 2026?
EMORY UNIVERSITY fully exited 1 position in Q1 2026: ISHARES BITCOIN TRUST ETF (IBIT, last-reported weight 0.1%).
Which existing positions saw the largest allocation reductions for EMORY UNIVERSITY in Q1 2026?
Of 1 existing position with share-count reductions in Q1 2026, the largest were: ISHARES GOLD TR (IAU, -22.2% weight, -0.0% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.