Global Endowment Management, LP

SEC CIK
0001512237

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
72
−54 vs. Q1 2026
Total value
$986.51M
+$90.38M (+10.1%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Global Endowment Management, LP holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
VANGUARD TOTAL WORLD STOCK ETF922042742ETF1,331,484$208.98M21.18%+312,789+30.7%Added–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF317,307$117.42M11.90%−17,145−5.1%Reduced–
VANGUARD TOTAL BOND MARKET ETF921937835ETF1,463,086$107.41M10.89%−28,233−1.9%Reduced–
VANGUARD STAR FDS921909768VG TL INTL STK F1,217,344$104.07M10.55%−222,295−15.4%Reduced–
J P MORGAN EXCHANGE-TRADED F46641Q738BETBULD MSCI427,282$45.83M4.65%−9,275−2.1%Reduced–
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF362,472$35.88M3.64%+27,811+8.3%Added–
GOOGLALPHABET INC CAP STK CL AStock100,042$35.75M3.62%00.0%UnchangedView
NVDANVIDIA CORPORATION COMStock124,579$24.93M2.53%00.0%UnchangedView
AAPLAPPLE INC COMStock74,820$21.65M2.19%−4,438−5.6%ReducedView
ISHARES TR464287739U.S. REAL ES ETF204,000$20.86M2.11%00.0%Unchanged–
MSFTMICROSOFT CORP COMStock49,241$18.37M1.86%−832−1.7%ReducedView
ISHARES TR464288182MSCI AC ASIA ETF150,034$17.9M1.81%−7,936−5.0%Reduced–
VANGUARD S&P 500 ETF922908363ETF26,062$17.9M1.81%+792+3.1%Added–
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF298,000$17.79M1.80%00.0%Unchanged–
DARDARLING INGREDIENTS INCCOM261,500$14.28M1.45%+252,156+2,698.6%AddedView
SCHWAB U.S. LARGE-CAP ETF808524201ETF465,798$13.71M1.39%+77,853+20.1%Added–
ISHARES TIPS BOND ETF464287176ETF109,883$12.03M1.22%+9,398+9.4%Added–
PHYSSPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR396,000$11.95M1.21%00.0%UnchangedView
DJPBARCLAYS BANK PLCDJUBS CMDT ETN36254,683$11.13M1.13%+55,998+28.2%AddedView
ISHARES INC46434G822MSCI JAPAN ETF116,963$10.91M1.11%−6,414−5.2%Reduced–
TPBTURNING PT BRANDS INCCOM126,808$10.76M1.09%+126,808NewView
ISHARES INC464286772MSCI STH KOR ETF50,923$10.28M1.04%+46,923+1,173.1%Added–
VANGUARD MALVERN FDS922020680TOTAL TREASURY133,210$10.03M1.02%+133,210New–
MORGAN STANLEY ETF TRUST61774R205CALVERT US LARCP76,392$7.22M0.73%+14,700+23.8%Added–
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889ETF119,538$6.02M0.61%+14,492+13.8%Added–
SPYSTATE STREET SPDR S&P 500 ETFETF7,500$5.6M0.57%−22,341−74.9%ReducedView
ISHARES ESG AWARE US AGGREGATE BOND ETF46435U549ETF93,604$4.44M0.45%+25,350+37.1%Added–
SPDR SERIES TRUST78468R622ST BLOO HIGH ETF40,340$3.89M0.39%+4,790+13.5%Added–
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF78464A649ETF148,926$3.8M0.39%−21,329−12.5%Reduced–
VANECK ETF TRUST92189F106GOLD MINERS ETF40,000$3.02M0.31%−10,000−20.0%Reduced–
DBCINVESCO DB COMMDY INDX TRCKUNIT107,752$2.87M0.29%+15,205+16.4%AddedView
ISHARES TR464288513IBOXX HI YD ETF33,266$2.66M0.27%+6,551+24.5%Added–
SPDR INDEX SHS FDS78463X509ST PORT MARK ETF51,206$2.65M0.27%+6,401+14.3%Added–
FRANKLIN TEMPLETON ETF TR35473P710FTSE SOUTH KOREA33,565$2.22M0.22%−330−1.0%Reduced–
SPDR SERIES TRUST78468R606ST PORT HIGH ETF94,519$2.22M0.22%+94,519New–
VANGUARD INTL EQUITY INDEX F922042874FTSE EUROPE ETF25,000$2.21M0.22%00.0%Unchanged–
KRANESHARES TRUST500767306CSI CHI INTERNET90,000$2.2M0.22%+13,000+16.9%Added–
CCOICOGENT COMM HOLDINGS INCCOM NEW158,582$2.2M0.22%+140,140+759.9%AddedView
STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854ETF24,926$2.19M0.22%+12,012+93.0%Added–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF30,000$2.14M0.22%−18,000−37.5%Reduced–
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375ETF54,077$1.81M0.18%+17,023+45.9%Added–
WISDOMTREE TR97717W851JAPN HEDGE EQT10,000$1.74M0.18%00.0%Unchanged–
ISHARES TR46435G334MSCI UK ETF NEW37,000$1.71M0.17%−13,000−26.0%Reduced–
AMZNAMAZON COM INC COMStock6,896$1.64M0.17%−5,754−45.5%ReducedView
VANECK ETF TRUST92189F437FALLEN ANGEL HG50,000$1.46M0.15%00.0%Unchanged–
ISHARES INC46434G772MSCI TAIWAN ETF13,000$1.41M0.14%+13,000New–
VANGUARD REAL ESTATE ETF922908553ETF13,000$1.25M0.13%−18,900−59.2%Reduced–
ISHARES INC464286764MSCI SPAIN ETF20,000$1.19M0.12%−10,000−33.3%Reduced–
SPDR INDEX SHS FDS78463X202ST STR EU 50 ETF17,160$1.18M0.12%00.0%Unchanged–
ISHARES INC464286509MSCI CDA ETF20,000$1.15M0.12%+15,000+300.0%Added–
ISHARES INC464286103MSCI AUST ETF40,000$1.13M0.11%00.0%Unchanged–
SYRESPYRE THERAPEUTICS INCCOM NEW12,123$1.08M0.11%−6,061−33.3%ReducedView
AVGOBROADCOM INC COMStock2,722$1.03M0.10%00.0%UnchangedView
PIMCO ETF TR72201R30415+ YR US TIPS20,000$1.01M0.10%00.0%Unchanged–
METAMETA PLATFORMS INC CL AStock1,785$1.01M0.10%−1,542−46.3%ReducedView
DBX ETF TR233051879XTRACK HRVST CSI26,000$953K0.10%+6,000+30.0%Added–
ISHARES INC46434G780MSCI SINGPOR ETF30,000$888K0.09%00.0%Unchanged–
EA SERIES TRUST02072L672STRIVE US SEMICO7,000$854K0.09%00.0%Unchanged–
ISHARES TR464288612INTRM GOV CR ETF6,872$729K0.07%+1,103+19.1%Added–
GMO ETF TRUST90139K100US QUALITY ETF16,000$666K0.07%00.0%Unchanged–
ISHARES TR46429B7470-5 YR TIPS ETF6,151$628K0.06%+3,334+118.4%Added–
INVESCO EXCH TRADED FD TR II46138E800CHINA TECHNLGY10,000$570K0.06%00.0%Unchanged–
GLOBAL X FDS37950E259GB MSCI AR ETF6,000$548K0.06%−1,000−14.3%Reduced–
SCHWAB U.S. LARGE-CAP GROWTH ETF808524300ETF14,654$496K0.05%−3,714−20.2%Reduced–
PMLPIMCO MUN INCOME FD IICOM64,352$490K0.05%00.0%UnchangedView
SPDR SERIES TRUST78468R556SP O&G EXPL PRO3,000$463K0.05%+3,000New–
MMDNYLI MACKAY DEFINEDTERM MUNICOM26,413$409K0.04%−3,587−12.0%ReducedView
GLOBAL X URANIUM ETF37954Y871ETF8,000$350K0.04%00.0%Unchanged–
SIMPLIFY EXCHANGE TRADED FUN82889N855SIMPLIFY INTERST8,000$347K0.04%+8,000New–
ROUNDHILL ETF TRUST77926X650HUMANOID ROBOTIC9,760$344K0.03%00.0%Unchanged–
ISHARES TR46434V4070-5YR HI YL CP7,459$316K0.03%−817−9.9%Reduced–
ISHARES TR4642874571 3 YR TREAS BD3,842$315K0.03%−36,158−90.4%Reduced–

Sold out since Q1 2026 (60)

Positions held at the end of Q1 2026 that are no longer in this filing.

Global Endowment Management, LP positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF61,592$9.03M1.01%
TXOTXO ENERGY PARTNERS LPCOM UNIT333,822$4.2M0.47%
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock7,925$3.8M0.42%
VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407ETF60,287$2.9M0.32%
ISHARES TR4642886613 7 YR TREAS BD20,000$2.37M0.26%
ISHARES INC464286806MSCI GERMANY ETF33,500$1.33M0.15%
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704ETF6,500$1.05M0.12%
ISHARES TR46429B507MSCI IRELAND ETF15,000$1.03M0.12%
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT5,000$960K0.11%
CROXCROCS INCCOM10,915$906K0.10%
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y852ETF8,000$887K0.10%
GBDCGOLUB CAP BDC INCCOM70,000$886K0.10%
ISHARES MSCI INDIA ETF46429B598ETF15,500$726K0.08%
APOGEE THERAPEUTICS INC03770N101COM7,797$656K0.07%
PDDPDD HOLDINGS INCSPONSORED ADS6,358$650K0.07%
AGIALAMOS GOLD INC COM CL AStock13,738$610K0.07%
ISHARES TR464287515EXPANDED TECH7,500$600K0.07%
ISHARES INC464286640MSCI CHILE ETF14,000$557K0.06%
ISHARES INC46434G830MSCI ITALY ETF10,000$534K0.06%
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF4,000$532K0.06%
CACCCREDIT ACCEP CORP MICHCOM1,249$529K0.06%
CPNGCOUPANG INCCL A27,185$513K0.06%
KSPIKASPI KZ JSCSPONSORED ADS6,915$512K0.06%
ISHARES TR464287184CHINA LG-CAP ETF14,000$503K0.06%
FIRST TR EXCHANGE-TRADED FD33734X846NASDAQ CYB ETF8,000$501K0.06%
VEEVVEEVA SYS INC CL A COMStock2,757$484K0.05%
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR1,429$483K0.05%
CVNACARVANA COCL A1,509$474K0.05%
ISHARES INC464286749MSCI SWITZERLAND8,000$470K0.05%
ENSGENSIGN GROUP INCCOM2,258$455K0.05%
CRHCRH PLCORD4,311$453K0.05%
APPFAPPFOLIO INCCOM CL A2,859$451K0.05%
IBITISHARES BITCOIN TRUST ETFETF11,541$443K0.05%
MELIMERCADOLIBRE INCCOM250$432K0.05%
STATE STREET SPDR S&P REGIONAL BANKING ETF78464A698ETF6,000$391K0.04%
GEGE AEROSPACE COM NEWStock1,349$383K0.04%
ENVAENOVA INTL INCCOM2,811$382K0.04%
LPXLOUISIANA PAC CORPCOM5,201$378K0.04%
VVISA INC COM CL AStock1,228$371K0.04%
SOLSSOLSTICE ADVANCED MATLS INCCOM SHS4,368$333K0.04%
PCGPG&E CORP COMStock18,865$331K0.04%
APDAIR PRODUCTS AND CHEMICALS INC COMStock1,041$302K0.03%
WBDWARNER BROS DISCOVERY INC COM SER AStock10,643$292K0.03%
MTCHMATCH GROUP INC NEWCOM9,101$279K0.03%
BILLBILL HOLDINGS INC COMStock7,097$272K0.03%
HRHEALTHCARE RLTY TRCL A COM15,921$270K0.03%
ILMNILLUMINA INCCOM2,137$263K0.03%
CLEARWATER ANALYTICS HLDGS I185123106CL A11,093$262K0.03%
FWONKLIBERTY MEDIA CORP DELCOM LBTY ONE S C3,066$261K0.03%
ADSKAUTODESK INCCOM1,092$261K0.03%
HUMHUMANA INC COMStock1,499$260K0.03%
QRVOQORVO INC COMStock3,338$258K0.03%
KVUEKENVUE INC COMStock14,952$258K0.03%
CRMSALESFORCE INC COMStock1,339$250K0.03%
ISHARES TR464288760US AER DEF ETF1,140$249K0.03%
STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF78464A367ETF10,442$232K0.03%
SHCSOTERA HEALTH COCOM16,024$230K0.03%
ISHARES INC464286822MSCI MEXICO ETF3,000$226K0.03%
GENGEN DIGITAL INC COMStock11,715$221K0.02%
HTGCHERCULES CAPITAL INCCOM12,000$177K0.02%

13F filings by quarter

Global Endowment Management, LP 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 202672$986.51Mvs. Q1 2026SEC
Q1 2026May 14, 2026126$896.13Mvs. Q4 2025SEC
Q4 2025Feb 13, 2026138$801.1Mvs. Q3 2025SEC
Q3 2025Nov 13, 2025128$798.59Mvs. Q2 2025SEC
Q2 2025Aug 13, 2025128$751.23Mvs. Q1 2025SEC
Q1 2025May 13, 2025142$769.3Mvs. Q4 2024SEC
Q4 2024Feb 13, 2025140$781.76Mvs. Q3 2024SEC
Q3 2024Nov 13, 2024131$990.15Mvs. Q2 2024SEC
Q2 2024Aug 13, 2024122$944.87Mvs. Q1 2024SEC
Q1 2024May 13, 2024128$959.78Mvs. Q4 2023SEC
Q4 2023Feb 12, 2024127$898.37Mvs. Q3 2023SEC
Q3 2023Nov 13, 2023118$934.45Mvs. Q2 2023SEC
Q2 2023Aug 11, 202385$842.01Mvs. Q1 2023SEC
Q1 2023May 12, 2023103$939.29Mvs. Q4 2022SEC
Q4 2022Feb 13, 2023107$902.76Mvs. Q3 2022SEC
Q3 2022Nov 14, 2022111$991.05Mvs. Q2 2022SEC
Q2 2022Aug 12, 2022123$1.14Bvs. Q1 2022SEC
Q1 2022May 13, 2022118$1.4Bvs. Q4 2021SEC
Q4 2021Feb 10, 2022116$1.37Bvs. Q3 2021SEC
Q3 2021Nov 15, 2021111$1.52Bvs. Q2 2021SEC
Q2 2021Aug 10, 2021113$1.78Bvs. Q1 2021SEC
Q1 2021May 17, 2021106$1.59B–SEC