CARNEGIE MELLON UNIVERSITY — 13F Holdings & Portfolio

CIK 1039067 · latest 13F-HR filed 2026-08-12

CARNEGIE MELLON UNIVERSITY manages $78.9M in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QQQ (57.01%), DUOL (42.96%), IHT (0.02%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 4, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
5000 FORBES AVENUE
PITTSBURGH, PA 15213
Phone
(412) 268-7512
Filing Manager
Carnegie Mellon University
Pittsburgh, PA
Signatory
Charles A. Kennedy
Chief Investment Officer
Loading holdings…
AUM

$78.9M

Long-equity book

Holdings

6

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+0 / −0 / ↑4 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$9.7M +27.6%
  • DUOLINGO INC$4.8M +16.7%
  • INNSUITES HOSPITALITY TR$6.9K +68.3%
  • AXE COMPUTE INC$4.1K +368.1%
Show all 4

Top Trims

  • LONGEVITY HEALTH HLDGS INC-$148 -11.3%
Show all 1

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO QQQ TR QQQ 46090E103 $45.0M 57.01% 61,106 SH
2 DUOLINGO INC DUOL 26603R106 $33.9M 42.96% 294,814 SH
3 INNSUITES HOSPITALITY TR IHT 457919108 $17.0K 0.02% 10,000 SH
4 AXE COMPUTE INC AGPU 74039M408 $5.2K 0.01% 691 SH
5 LONGEVITY HEALTH HLDGS INC XAGE 142922103 $893 0.00% 3,435 SH
6 LONGEVITY HEALTH HLDGS INC XAGE 142922103 $272 0.00% 1,047 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $78.9M 6 0000898432-26-000638
2026-03-31 2026-05-13 $64.3M 6 0000898432-26-000359
2025-12-31 2026-01-28 $89.3M 6 0000898432-26-000067
2025-09-30 2025-11-13 $131.6M 6 0000898432-25-000892