REGENTS OF THE UNIVERSITY OF CALIFORNIA — 13F Holdings & Portfolio

CIK 315054 · latest 13F-HR filed 2026-08-11

REGENTS OF THE UNIVERSITY OF CALIFORNIA manages $4.36B in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are STT (38.55%), SPCX (23.49%), ASML (16.02%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 4, added to 3, and trimmed 3.

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
1111 FRANKLIN STREET
6TH FLOOR
OAKLAND, CA 94607
Phone
(510) 987-9600
Filing Manager
REGENTS OF THE UNIVERSITY OF CALIFORNIA
OAKLAND, CA
Signatory
Jagdeep Bachher
Chief Investment Officer
Loading holdings…
AUM

$4.36B

Long-equity book

Holdings

11

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+3 / −4 / ↑3 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STREET CORP$408.2M +32.0%
  • ASML HOLDING NV NY REG SHS$234.9M +50.6%
  • BROOKFIELD CORP$19.0M +5.2%
Show all 3

Top Trims

  • BLUE OWL TECHNOLOGY FINANCE-$89.0M -16.5%
  • SPDR GOLD MINISHARES TRUST-$19.1M -14.3%
  • SURROZEN INC-$423.6K -10.9%
Show all 3

New Positions

  • SPACE EXPLORATION TECHN CL A$1.03B
  • BILLIONTOONE INC CL A$4.9M
  • CHIME FINANCIAL INC CL A$293.1K
Show all 3

Exited Positions

  • BLACKSTONE INC$74.2M
  • CARLYLE GROUP INC/THE$73.4M
  • FACTSET RESEARCH SYSTEMS INC$49.1M
  • ISHARES NASDAQ TOP 30 STOCKS E$30.1M
Show all 4
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 STATE STREET CORP STT 857477103 $1.68B 38.55% 9,917,831 SH
2 SPACE EXPLORATION TECHN CL A SPCX 84615Q103 $1.03B 23.49% 6,000,000 SH
3 ASML HOLDING NV NY REG SHS ASML N07059210 $698.9M 16.02% 351,282 SH
4 BLUE OWL TECHNOLOGY FINANCE OTF 095924106 $451.5M 10.35% 43,624,472 SH
5 BROOKFIELD CORP BN 11271J107 $382.4M 8.76% 8,979,204 SH
6 SPDR GOLD MINISHARES TRUST GLDM 98149E303 $114.3M 2.62% 1,438,678 SH
7 BILLIONTOONE INC CL A BLLN 090168105 $4.9M 0.11% 40,863 SH
8 SURROZEN INC SRZN 86889P208 $3.5M 0.08% 133,207 SH
9 BLUE OWL CAPITAL INC OWL 09581B103 $580.5K 0.01% 66,347 SH
10 CHIME FINANCIAL INC CL A CHYM 16935C109 $293.1K 0.01% 14,313 SH
11 SURROZEN INC SRZN 86889P117 $1.4K 0.00% 83,333 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $4.36B 11 0001140361-26-032196
2026-03-31 2026-05-08 $2.84B 12 0001140361-26-019964
2026-03-31 2026-05-28 $3.01B 12 0001140361-26-023154
2025-12-31 2026-02-11 $2.17B 9 0001140361-26-004783
2025-09-30 2026-05-28 $1.84B 8 0001140361-26-023139