GEORGE KAISER FAMILY FOUNDATION — 13F Holdings & Portfolio

CIK 1265376 · latest 13F-HR filed 2026-05-14

GEORGE KAISER FAMILY FOUNDATION manages $882.8M in 13F-reported U.S. long-equity assets across 71 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BOKF (48.76%), EE (29.73%), BIL (5.14%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 1, added to 14, and trimmed 40.

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.

Loading holdings…
AUM

$882.8M

Long-equity book

Holdings

71

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+5 / −1 / ↑14 / ↓40

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXCELERATE ENERGY INC$42.2M +19.1%
  • BOK FINL CORP$32.3M +8.1%
  • ASPEN AEROGELS INC$1.9M +20.8%
  • TYLER TECHNOLOGIES INC$693.2K +35.6%
  • LAM RESEARCH CORP$234.2K +24.8%
Show all 14

Top Trims

  • JFROG LTD-$3.3M -48.0%
  • INTAPP INC-$2.3M -38.1%
  • ALKAMI TECHNOLOGY INC-$1.9M -53.6%
  • ISHARES TR-$1.4M -5.9%
  • SERVICENOW INC-$1.3M -31.6%
Show all 40

New Positions

  • SPDR SERIES TRUST$45.4M
  • ISHARES TR$25.4M
  • TABOOLA.COM LTD$1.6M
  • CELLEBRITE DI LTD$1.4M
  • MAXCYTE INC$338.5K
Show all 5

Exited Positions

  • GARTNER INC$225.8K
Show all 1
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 $430.5M 48.76% 3,361,707 SH
2 EXCELERATE ENERGY INC EE 30069T101 $262.5M 29.73% 7,854,167 SH
3 SPDR SERIES TRUST BIL 78468R663 $45.4M 5.14% 495,333 SH
4 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $25.7M 2.92% 39,583 SH
5 ISHARES TR SGOV 46436E718 $25.4M 2.88% 252,558 SH
6 ISHARES TR IWL 464289446 $21.6M 2.44% 134,450 SH
7 ASPEN AEROGELS INC ASPN 04523Y105 $10.8M 1.23% 3,167,322 SH
8 JABIL INC JBL 466313103 $6.8M 0.77% 25,452 SH
9 TRANSDIGM GROUP INC TDG 893641100 $3.9M 0.45% 3,399 SH
10 INTAPP INC INTA 45827U109 $3.8M 0.43% 147,651 SH
11 JFROG LTD FROG M6191J100 $3.6M 0.41% 76,577 SH
12 PROCORE TECHNOLOGIES INC PCOR 74275K108 $3.0M 0.34% 52,458 SH
13 SERVICENOW INC NOW 81762P102 $2.9M 0.33% 27,935 SH
14 TYLER TECHNOLOGIES INC TYL 902252105 $2.6M 0.30% 7,718 SH
15 TRADEWEB MKTS INC TW 892672106 $2.6M 0.29% 22,047 SH
16 DESCARTES SYS GROUP INC DSGX 249906108 $1.7M 0.20% 24,131 SH
17 ALKAMI TECHNOLOGY INC ALKT 01644J108 $1.7M 0.19% 105,707 SH
18 BOSTON OMAHA CORP BOC 101044105 $1.6M 0.19% 140,932 SH
19 TABOOLA.COM LTD TBLA M8744T106 $1.6M 0.18% 502,513 SH
20 CELLEBRITE DI LTD CLBT M2197Q107 $1.4M 0.16% 104,806 SH
21 HURCO CO HURC 447324104 $1.2M 0.13% 80,644 SH
22 LAM RESEARCH CORP LRCX 512807306 $1.2M 0.13% 5,514 SH
23 KLA CORP KLAC 482480100 $848.1K 0.10% 576 SH
24 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $806.3K 0.09% 2,386 SH
25 ALPHABET INC GOOGL 02079K305 $730.7K 0.08% 2,541 SH
26 BROADCOM INC AVGO 11135F101 $707.8K 0.08% 2,287 SH
27 MONOLITHIC PWR SYS INC MPWR 609839105 $707.4K 0.08% 647 SH
28 UNITEDHEALTH GROUP INC UNH 91324P102 $648.1K 0.07% 2,395 SH
29 NVIDIA CORPORATION NVDA 67066G104 $615.1K 0.07% 3,527 SH
30 ARISTA NETWORKS INC ANET 040413205 $599.7K 0.07% 4,884 SH
31 TJX COS INC NEW TJX 872540109 $544.7K 0.06% 3,411 SH
32 EATON CORP PLC ETN G29183103 $509.7K 0.06% 1,425 SH
33 APPLE INC AAPL 037833100 $484.2K 0.05% 1,908 SH
34 TRANE TECHNOLOGIES PLC TT G8994E103 $483.8K 0.05% 1,161 SH
35 WORKIVA INC WK 98139A105 $474.4K 0.05% 7,956 SH
36 NETFLIX INC NFLX 64110L106 $451.9K 0.05% 4,700 SH
37 CADENCE DESIGN SYSTEM INC CDNS 127387108 $451.0K 0.05% 1,623 SH
38 AMAZON COM INC AMZN 023135106 $449.0K 0.05% 2,156 SH
39 LINDE PLC LIN G54950103 $448.7K 0.05% 905 SH
40 ELI LILLY & CO LLY 532457108 $447.0K 0.05% 486 SH
41 OREILLY AUTOMOTIVE INC ORLY 67103H107 $437.5K 0.05% 4,740 SH
42 WASTE MGMT INC DEL WM 94106L109 $428.6K 0.05% 1,865 SH
43 COSTCO WHOLESALE CORPORATION COST 22160K105 $418.5K 0.05% 420 SH
44 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $406.8K 0.05% 849 SH
45 AUTOZONE INC AZO 053332102 $402.0K 0.05% 119 SH
46 THERMO FISHER SCIENTIFIC INC TMO 883556102 $400.6K 0.05% 815 SH
47 D R HORTON INC DHI 23331A109 $398.6K 0.05% 2,905 SH
48 MASTERCARD INCORPORATED MA 57636Q104 $396.7K 0.04% 794 SH
49 MOODYS CORP MCO 615369105 $394.4K 0.04% 904 SH
50 MSCI INC MSCI 55354G100 $392.9K 0.04% 729 SH
Filing History
Period Filed AUM Holdings Accession
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