WASHINGTON UNIVERSITY
Long book
$160.2M
Q1 2026
Positions
2
Top-10 weight
100%
concentration
Last quarter
-4.8%
SPY +14.8%
Turnover
60%
of book per quarter
Strategy in plain words
auto-generated from filingsWASHINGTON UNIVERSITY is a diversified fundamental manager, specialised in financials (95% of the long book), running a $160.2M US long book across 2 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: NU HOLDINGS LTD/CAYMAN ISL-A, MAZE THERAPEUTICS INC.
Over the last 9 quarters its long book ran on average 2.6pp per quarter behind the S&P 500, beating the index in 5 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
+8.1%
Q2 2024
+1.7%
Q3 2024
-23.9%
Q4 2024
-3.3%
Q1 2025
+32.6%
Q2 2025
+14.1%
Q3 2025
+6.5%
Q4 2025
-13.6%
Q1 2026
-4.8%
Sector allocation
Financials 95%
Healthcare 5%
Long book by quarter
What does WASHINGTON UNIVERSITY own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 6, 2026 | 2 | $160.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 16, 2026 | 5 | $197.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 3, 2025 | 3 | $178.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 18, 2025 | 4 | $157.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 5, 2025 | 2 | $110.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 24, 2025 | 3 | $117.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 29, 2024 | 4 | $154.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 5, 2024 | 3 | $219.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 29, 2024 | 5 | $270.4M | canonical | SEC ↗ |