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Global Endowment Management, LP

SEC CIK
0001512237
Latest filing
Aug 14, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
111
−2 vs. Q2 2021
Portfolio value
$1.52B
−$258.5M (−14.6%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Global Endowment Management, LP in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock830,545$226.7M14.9%−313,250−27.4%ReducedHistory
Vanguard Total Bond Market ETF921937835ETF2,555,600$218.4M14.4%+277,300+12.2%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF797,500$177.1M11.7%−81,820−9.3%Reduced–
Vanguard World FD921910873MEGA CAP INDEX943,750$143.8M9.5%−386,850−29.1%Reduced–
SPYSPDR S&P 500 ETF TrustETF147,000$63.1M4.2%00.0%UnchangedHistory
Vanguard Star FDS921909768VG TL INTL STK F739,500$46.8M3.1%+136,500+22.6%Added–
METAMeta Platforms, Inc.Stock126,003$42.8M2.8%−9,458−7.0%ReducedHistory
GDDYGoDaddy Inc.CL A493,016$34.4M2.3%−21,173−4.1%ReducedHistory
GOOGLAlphabet Inc.Stock11,783$31.5M2.1%+1,423+13.7%AddedHistory
GGenpact LTDSHS630,950$30.0M2.0%00.0%UnchangedHistory
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI293,290$28.2M1.9%−74,900−20.3%Reduced–
CRMSalesforce, Inc.Stock86,403$23.4M1.5%+19,973+30.1%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF758,000$22.3M1.5%+10,000+1.3%Added–
MSFTMicrosoft CorpStock78,144$22.0M1.5%+7,528+10.7%AddedHistory
Vanguard Real Estate ETF922908553ETF211,930$21.6M1.4%−174,270−45.1%Reduced–
CACCCredit Acceptance CorpCOM34,521$20.2M1.3%−1,173−3.3%ReducedHistory
NFLXNetflix IncStock32,468$19.8M1.3%+17,046+110.5%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF337,700$16.9M1.1%00.0%Unchanged–
KKRKKR & Co. Inc.COM229,612$14.0M0.9%−64,052−21.8%ReducedHistory
FISVFiserv IncStock128,124$13.9M0.9%+30,274+30.9%AddedHistory
MNTVMomentive Global Inc.COM696,299$13.6M0.9%−130,990−15.8%ReducedHistory
iShares Tips Bond ETF464287176ETF105,200$13.4M0.9%+9,170+9.5%Added–
CHTRCharter Communications, Inc.CL A18,323$13.3M0.9%−3,562−16.3%ReducedHistory
AONAon plcCL A42,603$12.2M0.8%−1,053−2.4%ReducedHistory
DGDollar General CorpCOM55,379$11.7M0.8%−2,026−3.5%ReducedHistory
APPAppLovin CorpCOM CL A160,595$11.6M0.8%+160,595NewHistory
ABTAbbott LaboratoriesStock83,876$9.91M0.7%+83,876NewHistory
PINGPing Identity Holding Corp.COM393,265$9.66M0.6%−41,403−9.5%ReducedHistory
WIXWix.com Ltd.SHS48,446$9.49M0.6%−1,074−2.2%ReducedHistory
Arco Platform LtdG04553106COM CL A414,630$9.00M0.6%+8,357+2.1%Added–
SSNCSS&C Technologies Holdings IncCOM128,390$8.91M0.6%−3,155−2.4%ReducedHistory
iShares Tr4642874407-10 YR TRSY BD74,870$8.63M0.6%00.0%Unchanged–
ADPAutomatic Data Processing IncStock42,914$8.58M0.6%−8,095−15.9%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF168,300$8.50M0.6%00.0%Unchanged–
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL109,000$8.26M0.5%00.0%Unchanged–
Vanguard Emerging Markets Government Bond ETF921946885ETF104,000$8.14M0.5%00.0%Unchanged–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF169,500$7.68M0.5%00.0%Unchanged–
TRUTransUnionCOM67,242$7.55M0.5%−34,023−33.6%ReducedHistory
Global X FDS37954Y293GLB X MLP ENRG I199,600$7.16M0.5%−15,800−7.3%Reduced–
AMZNAmazon Com IncStock1,923$6.32M0.4%−200−9.4%ReducedHistory
BABAAlibaba Group Holding LtdADR40,686$6.02M0.4%−2,666−6.1%ReducedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR380,000$5.24M0.3%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF13,257$5.23M0.3%−105−0.8%Reduced–
GLDSPDR Gold TrustETF30,000$4.93M0.3%00.0%UnchangedHistory
iShares Inc46434G822MSCI JAPAN ETF60,000$4.21M0.3%00.0%Unchanged–
iShares Tr46428743220 YR TR BD ETF27,010$3.90M0.3%00.0%Unchanged–
iShares Tr4642886613 7 YR TREAS BD28,700$3.74M0.2%00.0%Unchanged–
iShares Tr464288182MSCI AC ASIA ETF41,793$3.55M0.2%−471−1.1%Reduced–
iShares Tr46429B507MSCI IRELAND ETF54,400$3.17M0.2%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G508SR LN ETF142,800$3.16M0.2%−12,700−8.2%Reduced–
Vanguard Materials ETF92204A801ETF14,400$2.49M0.2%−6,000−29.4%Reduced–
iShares Inc464286103MSCI AUST ETF90,600$2.25M0.1%00.0%Unchanged–
Goldman Sachs ETF Tr381430545HEDGE IND ETF21,600$2.13M0.1%00.0%Unchanged–
iShares MSCI India ETF46429B598ETF40,000$1.95M0.1%00.0%Unchanged–
DBX ETF Tr233051879XTRACK HRVST CSI50,000$1.91M0.1%+4,740+10.5%Added–
iShares Inc464286772MSCI STH KOR ETF23,500$1.90M0.1%00.0%Unchanged–
JBGSJBG Smith PropertiesCOM64,036$1.90M0.1%+3,533+5.8%AddedHistory
HDBHDFC Bank LtdSPONSORED ADS25,589$1.87M0.1%+57+0.2%AddedHistory
CPTCamden Property TrustREIT12,095$1.78M0.1%−3,309−21.5%ReducedHistory
NIEVirtus Equity & Convertible Income FundCOM60,000$1.77M0.1%00.0%UnchangedHistory
GBDCGolub Capital BDC, Inc.COM110,000$1.74M0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG50,000$1.65M0.1%00.0%Unchanged–
EICEagle Point Income CoCOM93,652$1.65M0.1%00.0%UnchangedHistory
iShares Inc464286509MSCI CDA ETF43,700$1.59M0.1%00.0%Unchanged–
iShares Inc464286806MSCI GERMANY ETF46,460$1.53M0.1%00.0%Unchanged–
iShares Inc464286749MSCI SWITZERLAND29,950$1.40M0.1%00.0%Unchanged–
ZZillow Group, Inc.CL C CAP STK15,818$1.39M0.1%00.0%UnchangedHistory
Healthcare Realty Trust Inc42225P501CL A NEW45,213$1.34M0.1%+45,213New–
iShares Tr46435G334MSCI UK ETF NEW40,000$1.29M0.1%00.0%Unchanged–
iShares Inc464286400MSCI BRAZIL ETF40,000$1.28M0.1%00.0%Unchanged–
iShares Inc46434G764MSCI EMRG CHN20,000$1.21M0.1%00.0%Unchanged–
iShares Inc464286822MSCI MEXICO ETF25,000$1.21M0.1%00.0%Unchanged–
ADXAdams Diversified Equity Fund, Inc.COM60,000$1.19M0.1%00.0%UnchangedHistory
WisdomTree Tr97717W851JAPN HEDGE EQT18,645$1.18M0.1%00.0%Unchanged–
AIRCApartment Income REIT Corp.COM22,391$1.09M0.1%+212+1.0%AddedHistory
INVHInvitation Homes Inc.COM27,716$1.06M0.1%+8,051+40.9%AddedHistory
Ribbit Leap LtdG7552B121UNIT 99/99/9999100,000$1.05M0.1%00.0%Unchanged–
AMHAmerican Homes 4 RentCL A27,298$1.04M0.1%+8,311+43.8%AddedHistory
Sustainable Develp Acqu I Co86934L202UNIT 02/04/2026100,000$1.01M0.1%00.0%Unchanged–
IGRCbre Global Real Estate Income FundCOM120,000$1.00M0.1%00.0%UnchangedHistory
Kraneshares Trust500767678GLOBAL CARB STRA24,300$998.0K0.1%+16,200+200.0%Added–
iShares Inc464286764MSCI SPAIN ETF37,000$998.0K0.1%00.0%Unchanged–
State Street Utilities Select Sector SPDR ETF81369Y886ETF15,500$990.0K0.1%00.0%Unchanged–
ZGZillow Group, Inc.CL A10,884$964.0K0.1%00.0%UnchangedHistory
iShares Global Clean Energy ETF464288224ETF44,000$953.0K0.1%+44,000New–
ECCEagle Point Credit CoCOM70,000$953.0K0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF5,980$893.0K0.1%00.0%Unchanged–
iShares Tr46434V4070-5YR HI YL CP19,395$886.0K0.1%00.0%Unchanged–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF10,910$874.0K0.1%00.0%Unchanged–
iShares Tr464287390LATN AMER 40 ETF29,000$770.0K0.1%+29,000New–
State Street Financial Select Sector SPDR ETF81369Y605ETF19,030$714.0K<0.1%00.0%Unchanged–
Vy Global GrowthG9444H126UNIT 99/99/999970,000$704.0K<0.1%00.0%Unchanged–
State Street Energy Select Sector SPDR ETF81369Y506ETF13,500$703.0K<0.1%00.0%Unchanged–
Global X FDS37954Y830GLOBAL X COPPER17,300$592.0K<0.1%00.0%Unchanged–
iShares Inc464286814MSCI NETHERL ETF12,010$591.0K<0.1%00.0%Unchanged–
SLViShares Silver TrustETF28,000$575.0K<0.1%00.0%UnchangedHistory
Vy Global GrowthG9444H100COM CL A54,610$536.0K<0.1%+54,610New–
VanEck Vectors ETF Tr92189F817VIETNAM ETF26,320$507.0K<0.1%00.0%Unchanged–
iShares Inc464286871MSCI HONG KG ETF20,000$480.0K<0.1%−10,000−33.3%Reduced–
iShares Inc46434G772MSCI TAIWAN ETF7,000$434.0K<0.1%00.0%Unchanged–

Sold out since Q2 2021 (11)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Global Endowment Management, LP sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
LNWOLight & Wonder, Inc.COM1,160,713$89.9M5.1%History
WORKSlack Technologies, Inc.COM CL A176,878$7.83M0.4%History
iShares Tr464287184CHINA LG-CAP ETF47,000$2.18M0.1%–
Invesco QQQ Trust Series I46090E103ETF5,200$1.84M0.1%–
iShares Tr46429B671MSCI CHINA ETF19,070$1.57M0.1%–
QTSQTS Realty Trust, Inc.COM CL A16,249$1.26M0.1%History
Global X FDS37950E259GB MSCI AR ETF18,660$578.0K<0.1%–
Invesco Exch Traded FD Tr II46138E800CHINA TECHNLGY5,900$497.0K<0.1%–
Kraneshares Trust500767306CSI CHI INTERNET7,050$492.0K<0.1%–
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS4,500$451.0K<0.1%History
ROOTRoot, Inc.COM CL A21,000$227.0K<0.1%History