Brown University

Other Low signal financials specialist (66%) CIK 1664741
League rank
#280
in Other · #1173 overall
Long book
$101.8M
Q1 2026
Positions
11
Top-10 weight
99%
concentration
Last quarter
+16.3%
SPY +14.8%
Turnover
25%
of book per quarter

Strategy in plain words

auto-generated from filings

Brown University is an institutional manager, specialised in financials (66% of the long book), running a $101.8M US long book across 11 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: BLUE OWL CAPITAL INC, SPDR GOLD SHARES, BLUE OWL CAPITAL CORP, STUBHUB HOLDINGS INC-CLASS A, NVIDIA CORP.

Over the last 9 quarters its long book ran on average 5.3pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-2.5%
Q2 2024
+6.6%
Q3 2024
+10.9%
Q4 2024
-7.9%
Q1 2025
+3.7%
Q2 2025
-1.8%
Q3 2025
-8.1%
Q4 2025
-24.7%
Q1 2026
+16.3%

Sector allocation

Financials
39%
Other
24%
Services media
18%
Technology
13%
Healthcare
6%

Long book by quarter

$251.2M
Q1 2024
$264.8M
Q2 2024
$247.1M
Q3 2024
$234.6M
Q4 2024
$216.1M
Q1 2025
$141.9M
Q2 2025
$169.1M
Q3 2025
$142.6M
Q4 2025
$101.8M
Q1 2026

What does Brown University own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
OWL BLUE OWL CAPITAL INCFinancials2.6M$23.5M23.0%Held
OBDC BLUE OWL CAPITAL CORP1.5M$16.9M16.6%-52.7%
STUB STUBHUB HOLDINGS INC-CLASS AServices media2.1M$12.9M12.6%Held
NVDA NVIDIA CORPTechnology53.0K$9.2M9.1%New
CHYM CHIME FINANCIAL INC-CL AFinancials204.6K$3.8M3.8%+99.0%
ATAI ATAIBECKLEY INCHealthcare718.5K$2.5M2.5%Held
PROK ProKidney Corp.Healthcare1.0M$1.8M1.8%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 1, 202611$101.8M canonicalSEC ↗
Q4 202513F-HRJan 30, 202610$142.6M canonicalSEC ↗
Q3 202513F-HRNov 5, 20258$169.1M canonicalSEC ↗
Q2 202513F-HRAug 8, 20259$141.9M canonicalSEC ↗
Q1 202513F-HRMay 2, 202514$216.1M canonicalSEC ↗
Q4 202413F-HRFeb 10, 202512$234.6M canonicalSEC ↗
Q3 202413F-HRNov 8, 202410$247.1M canonicalSEC ↗
Q2 202413F-HRJul 26, 202410$264.8M canonicalSEC ↗
Q1 202413F-HRMay 9, 202410$251.2M canonicalSEC ↗