Fund

Harvard Endowment Portfolio

HARVARD MANAGEMENT CO INC · Harvard University's endowmentSEC 13F filings0 people copyingHoldings come from the latest quarterly 13F filing, long stock positions only. A 13F shows holdings as of quarter end and is filed up to 45 days after the quarter ends. Holdings we can't copy yet: IAU 3.5%, IBIT 2.4%, BKNG 1.7%, FRVO 0.9%, GENB 0.4% and 1 more (not traded on the exchange).Rebalances after each quarterly 13F filing

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Return · Past 2 years+47.4%$1,000 → $1,474

Nov 15, 2024Nov 11, 2026

Max drawdown−29.3%Worst drop from a highVolatilityElevatedHow much it swingsFiling timing6/30 holdingsQuarter-end holdings, filed 8/14

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$2,807+$407 (+17.0%)

Copy with $100 a month

Based on the backtest, not a promise of future returns.

Holdings

8 stocks · filed 8/14

SPCX62.9%
TSM10.0%
AMZN6.7%
GOOGL4.7%
NVDA4.5%
MSFT4.2%
AVGO3.6%
META3.4%

Very small or hard-to-trade positions aren’t copied.

Latest filings

Filed 8/14

08/14

HARVARD MANAGEMENT CO INC kept the portfolio unchanged

Holdings as of 6/30, filed 8/14

08/14

HARVARD MANAGEMENT CO INC kept the portfolio unchanged

Holdings as of 6/30, filed 8/14

08/14

Bought SPCX, bought TSM

Holdings as of 6/30, filed 8/14

Bought SPCX 51.8%
Bought TSM 8.2%
Bought IAU 3.5%
Bought GLD 0.5%