Fund HoldingsGlobal Endowment Management, LP

Total Portfolio Value
$781.76M
Total Bought
$54.37M
Total Sold
$254.95M
Net Transaction
-$200.58M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
MORGAN STANLEY ETF TRUST
CALVERT US LARCP
0169,980+169,980012,4671.59%+12,467
ISHARES TR
ESG AWR US AGRGT
0179,779+179,77908,3491.07%+8,349
SPDR SER TR
ST STR P500ETF
059,658+59,65804,1130.53%+4,113
SPDR SER TR
ST STR AGGRE ETF
0108,738+108,73802,7170.35%+2,717
VANGUARD INTL EQUITY INDEX F255,145282,995+27,85030,54133,2464.25%+2,705
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
044,700+44,70002,5930.33%+2,593
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
046,770+46,77002,5890.33%+2,589
VANGUARD INDEX FDS339,574339,574096,15498,41212.59%+2,258
ISHARES TR019,600+19,60001,8990.24%+1,899
LOUISIANA PAC CORP(LPX)017,724+17,72401,8350.23%+1,835
GRAYSCALE BITCOIN MINI TR ET(BTC)039,593+39,59301,6580.21%+1,658
SPDR INDEX SHS FDS
ST STR PO EX ETF
045,027+45,02701,5370.20%+1,537
GLOBAL X FDS
GLOBAL X URANIUM
043,262+43,26201,1590.15%+1,159
ENOVA INTL INC(ENVA)011,126+11,12601,0670.14%+1,067
S&P GLOBAL INC(SPGI)02,054+2,05401,0230.13%+1,023
WARNER BROS DISCOVERY INC(WBD)083,531+83,53108830.11%+883
AMAZON COM INC(AMZN)035,719+35,71907,8361.00%+7,836
US FOODS HLDG CORP(USFD)011,759+11,75907930.10%+793
SPDR INDEX SHS FDS
ST PORT MARK ETF
019,229+19,22907380.09%+738
COUPANG INC(CPNG)73,408113,370+39,9621,8022,4920.32%+690
MATCH GROUP INC NEW(MTCH)016,896+16,89605530.07%+553
NEWS CORP NEW(NWS)016,783+16,78305110.07%+511
SPDR SER TR
ST INTER BD ETF
014,993+14,99304910.06%+491
ISHARES TR017,270+17,27004030.05%+403
ISHARES TR
0-5YR HI YL CP
09,317+9,31703970.05%+397
INVESCO QQQ TR0760+76003890.05%+389
FORTREA HLDGS INC(FTRE)51,99872,483+20,4851,0401,3520.17%+312
GLOBAL X FDS18,66018,66001,2371,5430.20%+305
ISHARES BITCOIN TRUST ETF(IBIT)05,500+5,50002920.04%+292
SPDR SER TR
ST LONG BD ETF
012,685+12,68502820.04%+282
NVIDIA CORPORATION(NVDA)142,520130,842-11,67817,30817,5712.25%+263
BROOKFIELD CORP(BN)21,84523,797+1,9521,1611,3670.17%+206
ISHARES TR
IBONDS DEC2026
08,310+8,31002000.03%+200
ALLY FINL INC(ALLY)037,205+37,20501,3400.17%+1,340
VITAL ENERGY INC16,37520,007+3,6324406190.08%+178
STELLANTIS N.V(STLA)048,453+48,45306320.08%+632
SPDR SER TR
ST STR SW SERV
4,0004,00006437560.10%+113
VIRTUS EQUITY & CONV INCM FD
COM
60,00060,00001,3811,4800.19%+99
DESPEGAR COM CORP49,30336,476-12,8276117020.09%+91
SELECT SECTOR SPDR TR
ST STR SVC ETF
10,00010,00009049680.12%+64
SELECT SECTOR SPDR TR
ST STR FINL ETF
19,03019,03008629200.12%+57
ISHARES ETHEREUM TR(ETHA)10,09010,09001982550.03%+57
ADAMS DIVERSIFIED EQUITY FD69,38375,943+6,5601,4961,5340.20%+38
SELECT SECTOR SPDR TR
ST STR TECHN ETF
4,0004,00009039300.12%+27
FS KKR CAP CORP(FSK)10,00010,00001972170.03%+20
BAIN CAP SPECIALTY FIN INC(BCSF)12,50012,50002082190.03%+12
HERCULES CAPITAL INC(HCXY)20,00020,00003934020.05%+9
GOLUB CAP BDC INC(GBDC)100,000100,00001,5111,5160.19%+5
NUVEEN S&P 500 BUY-WRITE INC10,00010,00001371400.02%+3
MOODYS CORP(MCO)3,1483,159+111,4941,4950.19%+1
ENSTAR GROUP LIMITED03,401+3,40101,0950.14%+1,095
ISHARES INC05,000+5,00002020.03%+202
EA SERIES TRUST
STRIVE US SEMICO
10,00010,00004684590.06%-9
2023 ETF SERIES TRUST II
US QUALITY ETF
16,00016,00005225120.07%-10
ROYAL GOLD INC(RGLD)5,8426,132+2908208090.10%-11
VISA INC(V)01,470+1,47004650.06%+465
SPDR GOLD TR(GLD)013,182+13,18203,1920.41%+3,192
ISHARES TR4,8274,82705175030.06%-14
ISHARES INC
MSCI TAIWAN ETF
8,0008,00004314140.05%-17
ISHARES INC
MSCI SINGPOR ETF
80,00080,00001,7721,7480.22%-24
SIMPLIFY EXCHANGE TRADED FUN
SIMPLIFY INTERST
9,5007,000-2,5003913660.05%-24
DISCOVER FINL SVCS5,7314,472-1,2598047750.10%-29
ISHARES INC
MSCI ITALY ETF
10,00010,00003903600.05%-30
UPWORK INC(UPWK)63,67738,791-24,8866656340.08%-31
MARSH & MCLENNAN COS INC(MRSH)2,0592,015-444594280.05%-31
ISHARES INC14,00014,00003823510.04%-31
VANECK ETF TRUST
FALLEN ANGEL HG
50,00050,00001,4711,4340.18%-37
INTUIT(INTU)0667+66704190.05%+419
THERMO FISHER SCIENTIFIC INC(TMO)749809+604634210.05%-42
VANGUARD INDEX FDS24,19923,610-58912,76912,7211.63%-48
GODADDY INC(GDDY)02,965+2,96505850.07%+585
INTERCONTINENTAL EXCHANGE IN(ICE)02,880+2,88004290.05%+429
WATERS CORP(WAT)1,3741,164-2104944320.06%-63
HUMANA INC(HUM)01,827+1,82704640.06%+464
ZOETIS INC(ZTS)2,5502,580+304984200.05%-78
SPROTT PHYSICAL GOLD TR(PHYS)0396,000+396,00007,9751.02%+7,975
ISHARES INC16,00016,00008347350.09%-98
APOGEE THERAPEUTICS INC(APGE)7,7977,79704583530.05%-105
BERKSHIRE HATHAWAY INC DEL015,357+15,35706,9610.89%+6,961
SPYRE THERAPEUTICS INC(SYRE)18,18418,18405354230.05%-111
VANGUARD WORLD FD
MATERIALS ETF
04,920+4,92009240.12%+924
CRH PLC
ORD
10,2088,973-1,2359478300.11%-117
SALESFORCE INC(CRM)2,5181,691-8276895650.07%-124
FRONTIER GROUP HLDGS INC(ULCC)173,208112,664-60,5449278010.10%-126
CROWN HLDGS INC(CCK)8,6028,423-1798256960.09%-128
ISHARES TR111,250111,25009,2509,1201.17%-130
BLOOMIN BRANDS INC31,18131,325+1445153820.05%-133
MICROSOFT CORP(MSFT)15,13815,131-76,5146,3780.82%-136
ALIBABA GROUP HLDG LTD(BABA)7,4647,570+1067926420.08%-150
ALIGHT INC86,11670,367-15,7496374870.06%-150
FAIR ISAAC CORP(FICO)0207+20704120.05%+412
ISHARES INC40,00040,00001,4121,2420.16%-170
ISHARES TR
MSCI INDIA ETF
030,000+30,00001,5790.20%+1,579
GEN DIGITAL INC(GEN)017,788+17,78804870.06%+487
APPFOLIO INC(APPF)7,6836,549-1,1341,8091,6160.21%-193
AUTODESK INC2,6101,721-8897195090.07%-210
OSCAR HEALTH INC(OSCR)34,40138,446+4,0457305170.07%-213
ISHARES INC69,99769,99701,8981,6700.21%-227
COGENT COMMUNICATIONS HLDGS16,39712,962-3,4351,2459990.13%-246
DBX ETF TR27,40020,000-7,4007835290.07%-254
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