Laura & John Arnold Foundation
Long book
$429.6M
Q1 2026
Positions
4
Top-10 weight
100%
concentration
Last quarter
+11.0%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsLaura & John Arnold Foundation is a wealth-management firm allocating client money, specialised in technology (79% of the long book), running a $429.6M US long book across 4 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: ST SR UTL SL SE SPDR ETF-USD, ISHARES EXPANDED TECH-SOFTWA, ALPHABET INC-CL C, AMAZON.COM INC.
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/options Fund long book S&P 500
Q4 2025
-7.6%
Q1 2026
+11.0%
Sector allocation
Technology 79%
Consumer discretionary 21%