Johns Hopkins University — Quarter-over-Quarter 13F Allocation Shifts Q1 2026
In Q1 2026, Johns Hopkins University trimmed 1 position, and exited 1 position entirely. The fund's 13F equity book grew from $1.37B to $1.38B (+0.5% QoQ) . All deltas are sourced from sequential SEC Form 13F-HR filings; share-count changes reflect explicit trading activity, while weight changes can also include price movement. This page lists every position change reported — the portfolio overview shows a summary of the top shifts.
Net Portfolio Value Change
- $1.37BPrior quarter
- $1.38BCurrent quarter
- + $0.01BNet delta
- +0.5%% change
Largest Allocation Reductions Q1 2026
Largest portfolio-weight decreases in existing positions (positions kept open at a lower allocation).
| Company | Ticker | Δ Weight | Δ Shares | History |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | -0.01% | -13.51% | Holders → |
Exited Positions Q1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| AIRBNB INC | ABNB | 0.15% |
Methodology & FAQ
How Johns Hopkins University Quarterly Changes Are Computed
Each row above is computed by joining the most recent 13F-HR filing for Johns Hopkins University against the immediately preceding quarterly filing for the same fund. Portfolio weights are normalized to exclude listed options for comparability. A complete description of the methodology — including how confidential treatment filings are handled and why share count rather than weight is the cleaner trading signal — is documented in the Methodology.
Which positions did Johns Hopkins University initiate in Q1 2026?
Johns Hopkins University established no new positions in Q1 2026.
Which existing positions saw the largest allocation increases for Johns Hopkins University in Q1 2026?
Johns Hopkins University reported no material allocation increases in existing positions in Q1 2026.
Which positions did Johns Hopkins University fully exit in Q1 2026?
Johns Hopkins University fully exited 1 position in Q1 2026: AIRBNB INC (ABNB, last-reported weight 0.15%).
Which existing positions saw the largest allocation reductions for Johns Hopkins University in Q1 2026?
The largest portfolio-weight reductions in positions kept open were: VANGUARD INDEX FDS (VTI, -0.01% weight, -13.51% 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.