Fund HoldingsGEORGE KAISER FAMILY FOUNDATION

Total Portfolio Value
$493.71M
Total Bought
$24.21M
Total Sold
$71.24M
Net Transaction
-$47.03M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Aspen Aerogels, Inc.3,167,3223,167,322027,23949,98010.12%+22,741
BOK Financial Corp.(BOKF)3,322,8093,361,707+38,898265,758287,93058.32%+22,172
Zeta Global Holdings Corp. - CL A(ZETA)23,935237,383+213,4482002,0940.42%+1,894
Homology Medicines, Inc.39,320306,514+267,194461860.04%+140
Apollomics Inc.24,98424,984094240.00%-69
Charles & Colvard Ltd473,5890-473,5892710-271
HEICO Corporation - CL A2,4670-2,4673190-319
JFrog Ltd.(FROG)116,56774,505-42,0622,9562,5790.52%-378
Intapp, Inc.(INTA)82,79654,780-28,0162,7752,0830.42%-693
eBay Inc.(EBAY)19,0770-19,0778410-841
CyberArk Software Ltd.23,19712,344-10,8533,7992,7040.55%-1,095
Morningstar, Inc.(MORN)14,3547,638-6,7163,3622,1860.44%-1,176
Tyler Technologies, Inc.(TYL)7,7944,148-3,6463,0101,7340.35%-1,275
Ericsson (Telefonaktiebolaget LM Ericsson) - Series B(ERIC)299,4620-299,4621,4550-1,455
Zuora Inc436,077225,502-210,5753,5932,1200.43%-1,474
Adobe Inc.(ADBE)3,1570-3,1571,6100-1,610
Mohawk Industries, Inc.(MHK)19,2080-19,2081,6480-1,648
HEICO Corporation(HEI)10,1860-10,1861,6490-1,649
Boston Omaha Corp - CL A246,546140,932-105,6144,0412,2170.45%-1,824
S&P Global Inc.(SPGI)5,2680-5,2681,9250-1,925
Moodys Corporation(MCO)6,2710-6,2711,9830-1,983
Sprinklr, Inc.(CXM)288,400165,468-122,9323,9911,9920.40%-1,999
Unitedhealth Group Inc(UNH)3,9840-3,9842,0090-2,009
CoStar Group, Inc.(CSGP)27,1820-27,1822,0900-2,090
Dollar Tree, Inc.(DLTR)19,8630-19,8632,1140-2,114
ServiceNow, Inc.(NOW)11,9346,351-5,5836,6714,4870.91%-2,184
PTC Inc.(PTCT)45,81624,380-21,4366,4914,2660.86%-2,226
Berkshire Hathaway Inc. - CL B6,5970-6,5972,3110-2,311
Analog Devices, Inc.(ADI)13,3490-13,3492,3370-2,337
Thermo Fisher Scientific Inc.(TMO)4,7400-4,7402,3990-2,399
Aon PLC(AON)7,5370-7,5372,4440-2,444
Ryanair Holdings PLC(RYAAY)25,5660-25,5662,4850-2,485
Resideo Technologies, Inc.(REZI)220,10441,467-178,6373,4787800.16%-2,697
Amazon.com, Inc.(AMZN)21,7030-21,7032,7590-2,759
Masonite International Corporation37,2267,862-29,3643,4706660.13%-2,805
Alight, Inc. - CL A(ALIT)397,6500-397,6502,8190-2,819
Visa Inc. - CL A(V)13,0710-13,0713,0060-3,006
Jabil Inc(JBL)62,83233,390-29,4427,9734,2540.86%-3,719
Microsoft Corporation(MSFT)12,3270-12,3273,8920-3,892
Alphabet, Inc. - CL A(GOOG)40,5380-40,5385,3260-5,326
Excelerate Energy, Inc.(EE)7,854,1677,854,1670133,835121,42524.59%-12,410
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