Georgetown University — 13F Holdings & Portfolio

CIK 1730469 · latest 13F-HR filed 2026-08-14

Georgetown University manages $244.0M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (28.01%), QQQ (18.62%), BRK.B (10.55%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 6, and trimmed 2.

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
37TH & O STREETS, N.W.
HEALY HALL 204
WASHINGTON, DC 20057
Phone
(202) 687-6881
Filing Manager
Georgetown University
WASHINGTON, DC
Signatory
Kristin Agatone
Chief Investment Officer
Loading holdings…
AUM

$244.0M

Long-equity book

Holdings

12

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+0 / −0 / ↑6 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$13.4M +24.4%
  • INVESCO QQQ TR$9.8M +27.6%
  • AMAZON COM INC$2.4M +14.4%
  • APPLE INC$2.2M +14.1%
  • CANADIAN PACIFIC KANSAS CITY$1.9M +10.4%
Show all 6

Top Trims

  • GRANITE RIDGE RESOURCES INC-$5.1M -27.3%
  • ALIBABA GROUP HLDG LTD-$3.2M -23.5%
Show all 2

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 ALPHABET INC GOOGL 02079K305 $68.3M 28.01% 191,217 SH
2 INVESCO QQQ TR QQQ 46090E103 $45.4M 18.62% 61,696 SH
3 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $25.7M 10.55% 51,454 SH
4 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $20.2M 8.28% 233,093 SH
5 MICROSOFT CORP MSFT 594918104 $19.4M 7.94% 51,905 SH
6 AMAZON COM INC AMZN 023135106 $19.0M 7.80% 79,872 SH
7 APPLE INC AAPL 037833100 $18.1M 7.43% 62,665 SH
8 GRANITE RIDGE RESOURCES INC GRNT 387432107 $13.6M 5.57% 3,079,000 SH
9 ALIBABA GROUP HLDG LTD BABA 01609W102 $10.3M 4.24% 107,819 SH
10 SLM CORP SLM 78442P106 $1.7M 0.71% 66,726 SH
11 MICROSOFT CORP MSFT 594918104 $1.5M 0.63% 4,091 SH
12 NAVIENT CORPORATION NAVI 63938C108 $567.8K 0.23% 66,726 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $244.0M 12 0001062993-26-004373
2026-03-31 2026-05-11 $220.9M 11 0001062993-26-002460
2025-12-31 2026-01-30 $251.2M 12 0001062993-26-000499
2025-09-30 2025-11-14 $299.2M 19 0001062993-25-016855