MASSACHUSETTS INSTITUTE OF TECHNOLOGY
Long book
$577.0M
Q1 2026
Positions
5
Top-10 weight
100%
concentration
Last quarter
+3.0%
SPY +14.8%
Turnover
29%
of book per quarter
Strategy in plain words
auto-generated from filingsMASSACHUSETTS INSTITUTE OF TECHNOLOGY is a diversified fundamental manager, specialised in consumer_discretionary (95% of the long book), running a $577.0M US long book across 5 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: COUPANG INC, CARVANA CO, BOSTON OMAHA CORP-CL A, AMERICA'S CAR-MART INC, TEXTRON INC.
Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+15.2%
Q2 2024
+16.8%
Q3 2024
-10.2%
Q4 2024
-0.1%
Q1 2025
+34.4%
Q2 2025
+7.5%
Q3 2025
-10.2%
Q4 2025
-20.4%
Q1 2026
+3.0%
Sector allocation
Consumer discretionary 95%
Real estate 5%
Industrials 0%
Long book by quarter
What does MASSACHUSETTS INSTITUTE own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| CPNG COUPANG INC | Consumer discretionary | 19.2M | $363.1M | 62.9% | Held |
| CVNA CARVANA CO | Consumer discretionary | 578.3K | $181.8M | 31.5% | Held |
| BOC BOSTON OMAHA CORP-CL A | Real estate | 2.4M | $28.6M | 4.9% | Held |
| CRMT AMERICA'S CAR-MART INC | Consumer discretionary | 167.4K | $2.1M | 0.4% | Held |
| TXT TEXTRON INC | Industrials | 16.0K | $1.4M | 0.2% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 5 | $577.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 7 | $753.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 10 | $920.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 7 | $995.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 6 | $707.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 10 | $705.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 4 | $749.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 5 | $638.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 5 | $558.2M | canonical | SEC ↗ |