GEORGE KAISER FAMILY FOUNDATION — 13F Holdings & Portfolio

CIK 1265376 · latest 13F-HR filed 2026-08-12

GEORGE KAISER FAMILY FOUNDATION manages $1.04B in 13F-reported U.S. long-equity assets across 105 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BOKF (44.83%), EE (28.65%), SPY (5.13%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 40 new positions, exited 6, added to 40, and trimmed 17.

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
7030 SOUTH YALE AVENUE
SUITE 600
TULSA, OK 74136
Phone
(918) 392-1612
Filing Manager
George Kaiser Family Foundation
TULSA, OK
Signatory
Frederic Dorwart
President
Loading holdings…
AUM

$1.04B

Long-equity book

Holdings

105

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+40 / −6 / ↑40 / ↓17

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BOK FINL CORP$36.4M +8.4%
  • EXCELERATE ENERGY INC$35.9M +13.7%
  • STATE STR SPDR S&P 500 ETF$27.6M +107.3%
  • ISHARES TR$24.4M +113.0%
  • ASPEN AEROGELS INC$9.2M +85.4%
Show all 40

Top Trims

  • SPDR SERIES TRUST-$17.8M -39.3%
  • INTAPP INC-$895.0K -23.6%
  • TRADEWEB MKTS INC-$396.8K -15.3%
  • PROCORE TECHNOLOGIES INC-$387.9K -13.0%
  • MONOLITHIC PWR SYS INC-$288.5K -40.8%
Show all 17

New Positions

  • STEPSTONE GROUP INC$5.1M
  • ASML HLDG NV$970.8K
  • ADVANCED MICRO DEVICES INC$896.9K
  • ARM HOLDINGS PLC$873.0K
  • CROWDSTRIKE HLDGS INC$721.2K
Show all 40

Exited Positions

  • TABOOLA.COM LTD$1.6M
  • WORKIVA INC$474.4K
  • SYNOPSYS INC$363.2K
  • INTUIT$296.2K
  • COPART INC$247.3K
Show all 6
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 BOK FINL CORP BOKF 05561Q201 $466.9M 44.83% 3,361,707 SH
2 EXCELERATE ENERGY INC EE 30069T101 $298.4M 28.65% 7,854,167 SH
3 STATE STR SPDR S&P 500 ETF SPY 78462F103 $53.4M 5.13% 71,473 SH
4 ISHARES TR IWL 464289446 $46.0M 4.41% 248,501 SH
5 SPDR SERIES TRUST BIL 78468R663 $27.6M 2.65% 300,759 SH
6 ISHARES TR SGOV 46436E718 $25.7M 2.46% 254,802 SH
7 ASPEN AEROGELS INC ASPN 04523Y105 $20.1M 1.93% 3,167,322 SH
8 JABIL INC JBL 466313103 $9.9M 0.95% 25,603 SH
9 JFROG LTD FROG M6191J100 $7.0M 0.67% 76,577 SH
10 STEPSTONE GROUP INC STEP 85914M107 $5.1M 0.49% 124,406 SH
11 TRANSDIGM GROUP INC TDG 893641100 $4.6M 0.44% 3,425 SH
12 INTAPP INC INTA 45827U109 $2.9M 0.28% 114,960 SH
13 SERVICENOW INC NOW 81762P102 $2.8M 0.27% 28,645 SH
14 ALPHABET INC GOOGL 02079K305 $2.6M 0.25% 7,282 SH
15 PROCORE TECHNOLOGIES INC PCOR 74275K108 $2.6M 0.25% 64,062 SH
16 TYLER TECHNOLOGIES INC TYL 902252105 $2.5M 0.24% 8,703 SH
17 CELLEBRITE DI LTD CLBT M2197Q107 $2.5M 0.24% 169,640 SH
18 NVIDIA CORPORATION NVDA 67066G104 $2.4M 0.23% 12,204 SH
19 AMAZON.COM INC AMZN 023135106 $2.3M 0.22% 9,688 SH
20 MICROSOFT CORP MSFT 594918104 $2.3M 0.22% 6,062 SH
21 TRADEWEB MKTS INC TW 892672106 $2.2M 0.21% 22,047 SH
22 META PLATFORMS INC META 30303M102 $2.1M 0.20% 3,653 SH
23 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.0M 0.19% 4,248 SH
24 BOSTON OMAHA CORP BOC 101044105 $1.9M 0.18% 140,932 SH
25 ALKAMI TECHNOLOGY INC ALKT 01644J108 $1.9M 0.18% 105,707 SH
26 HURCO CO HURC 447324104 $1.8M 0.18% 80,644 SH
27 BROADCOM INC AVGO 11135F101 $1.8M 0.18% 4,855 SH
28 UNITEDHEALTH GROUP INC UNH 91324P102 $1.8M 0.17% 4,305 SH
29 APPLE INC AAPL 037833100 $1.7M 0.17% 5,989 SH
30 DESCARTES SYS GROUP INC DSGX 249906108 $1.7M 0.16% 24,131 SH
31 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.3M 0.13% 2,672 SH
32 ASML HLDG NV ASML N07059210 $970.8K 0.09% 488 SH
33 D R HORTON INC DHI 23331A109 $949.1K 0.09% 5,827 SH
34 KLA CORP KLAC 482480100 $944.4K 0.09% 3,130 SH
35 ADVANCED MICRO DEVICES INC AMD 007903107 $896.9K 0.09% 1,544 SH
36 LAM RESEARCH CORP LRCX 512807306 $891.8K 0.09% 2,058 SH
37 ARM HOLDINGS PLC ARM 042068205 $873.0K 0.08% 2,462 SH
38 PALO ALTO NETWORKS INC PANW 697435105 $864.5K 0.08% 2,535 SH
39 ARISTA NETWORKS INC ANET 040413205 $829.7K 0.08% 4,884 SH
40 MASTERCARD INCORPORATED MA 57636Q104 $803.8K 0.08% 1,565 SH
41 MAXCYTE INC MXCT 57777K106 $771.9K 0.07% 627,536 SH
42 COSTCO WHOLESALE CORPORATION COST 22160K105 $740.0K 0.07% 791 SH
43 CADENCE DESIGN SYSTEM INC CDNS 127387108 $725.5K 0.07% 1,933 SH
44 CROWDSTRIKE HLDGS INC CRWD 22788C105 $721.2K 0.07% 945 SH
45 CORNING INC GLW 219350105 $690.4K 0.07% 2,703 SH
46 AMPHENOL CORP APH 032095101 $620.6K 0.06% 3,520 SH
47 AMARIN CORP PLC AMRN 023111404 $593.1K 0.06% 37,207 SH
48 GOLDMAN SACHS GROUP INC GS 38141G104 $573.4K 0.06% 567 SH
49 VISA INC V 92826C839 $564.4K 0.05% 1,645 SH
50 NETFLIX INC. NFLX 64110L106 $547.4K 0.05% 7,667 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $1.04B 105 0001140361-26-032433
2026-03-31 2026-05-14 $882.8M 71 0001140361-26-021109
2025-12-31 2026-02-10 $747.2M 67 0001140361-26-004584
2025-09-30 2025-11-12 $712.6M 68 0001140361-25-041634