COMMON FUND FOR NONPROFIT ORGANIZATIONS
Strategy in plain words
auto-generated from filingsCOMMON FUND FOR NONPROFIT ORGANIZATIONS is a wealth-management firm allocating client money, specialised in technology (100% of the long book), running a $1.03B US long book across 26 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, FLEXSHARES GLOBAL UPSTREAM N, ISHARES MSCI ACWI ETF, VANGUARD S&P 500 ETF, ISHARES CORE U.S. AGGREGATE.
Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does COMMON FUND own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| VIA VIA TRANSPORTATION INC-CL A | Technology | 65.9K | $989K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 26 | $1.03B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 26 | $1.23B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 25 | $1.16B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 26 | $968.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 22 | $899.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 23 | $888.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 7, 2024 | 24 | $834.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 16 | $724.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Aug 14, 2024 | 13 | $589.0M | canonical | SEC ↗ |