Donor Advised Charitable Giving, Inc.
Long book
$3.92B
Q1 2026
Positions
32
Top-10 weight
100%
concentration
Last quarter
+11.9%
SPY +14.8%
Turnover
26%
of book per quarter
Strategy in plain words
auto-generated from filingsDonor Advised Charitable Giving, Inc. is a concentrated fundamental stock-picker, specialised in technology (100% of the long book), running a $3.92B US long book across 32 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: NVIDIA CORP, ISHARES CORE S&P TOTAL U.S., VANGUARD TOT WORLD STK ETF, ARTHUR J GALLAGHER & CO, SCHWAB 1000 INDEX ETF.
Over the last 9 quarters its long book ran on average 6pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+36.2%
Q2 2024
-1.5%
Q3 2024
+10.5%
Q4 2024
-19.0%
Q1 2025
+45.2%
Q2 2025
+17.9%
Q3 2025
-0.1%
Q4 2025
-6.5%
Q1 2026
+11.9%
Sector allocation
Technology 100%
Financials 0%
Services media 0%
Consumer discretionary 0%
Long book by quarter
What does Donor Advised own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 22.2M | $3.87B | 98.7% | -5.8% |
| AJG ARTHUR J GALLAGHER & CO | Financials | 24.3K | $5.3M | 0.1% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 5.0K | $2.9M | 0.1% | Held |
| PANW PALO ALTO NETWORKS INC | Technology | 15.2K | $2.4M | 0.1% | Held |
| RBLX ROBLOX CORP -CLASS A | Technology | 40.3K | $2.3M | 0.1% | Held |
| WDAY WORKDAY INC-CLASS A | Technology | 12.3K | $1.6M | 0.0% | Held |
| COIN COINBASE GLOBAL INC -CLASS A | Financials | 8.5K | $1.5M | 0.0% | Held |
| DASH DOORDASH INC - A | Services media | 8.8K | $1.3M | 0.0% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 6.3K | $1.3M | 0.0% | Held |
| OKTA OKTA INC | Technology | 8.8K | $691K | 0.0% | Held |
| RKT ROCKET COS INC-CLASS A | Financials | 28.0K | $398K | 0.0% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 737 | $353K | 0.0% | Held |
| DBX DROPBOX INC-CLASS A | Technology | 10.0K | $228K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 21, 2026 | 32 | $3.92B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 43 | $4.46B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 27, 2025 | 41 | $4.96B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 38 | $4.88B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 9, 2025 | 40 | $3.46B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 16, 2025 | 40 | $4.40B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 35 | $4.08B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 12, 2024 | 36 | $4.26B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR/ANEW HOLDINGS | Jun 10, 2024 | 1 | $3.17B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 9, 2024 | 33 | $54.4M | canonical | SEC ↗ |