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Global Endowment Management, LP

SEC CIK
0001512237
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 10, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
116
+5 vs. Q3 2021
Portfolio value
$1.37B
−$145.1M (−9.6%) vs. Q3 2021
Filed
Feb 10, 2022
SEC
Holdings of Global Endowment Management, LP in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Total Bond Market ETF921937835ETF2,650,000$224.6M16.4%+94,400+3.7%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF552,600$133.4M9.7%−244,900−30.7%Reduced–
Vanguard World FD921910873MEGA CAP INDEX687,821$115.6M8.4%−255,929−27.1%Reduced–
SPYSPDR S&P 500 ETF TrustETF205,720$97.7M7.1%+58,720+39.9%AddedHistory
METAMeta Platforms, Inc.Stock176,597$59.4M4.3%+50,594+40.2%AddedHistory
GOOGLAlphabet Inc.Stock19,155$55.5M4.0%+7,372+62.6%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F857,500$54.5M4.0%+118,000+16.0%Added–
AMZNAmazon Com IncStock15,422$51.4M3.7%+13,499+702.0%AddedHistory
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI398,390$44.2M3.2%+105,100+35.8%Added–
GDDYGoDaddy Inc.CL A459,589$39.0M2.8%−33,427−6.8%ReducedHistory
MSFTMicrosoft CorpStock95,202$32.0M2.3%+17,058+21.8%AddedHistory
CRMSalesforce, Inc.Stock106,123$27.0M2.0%+19,720+22.8%AddedHistory
AAPLApple Inc.Stock134,108$23.8M1.7%+134,108NewHistory
CACCCredit Acceptance CorpCOM32,832$22.6M1.6%−1,689−4.9%ReducedHistory
NFLXNetflix IncStock35,478$21.4M1.6%+3,010+9.3%AddedHistory
APPAppLovin CorpCOM CL A194,275$18.3M1.3%+33,680+21.0%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF337,700$16.7M1.2%00.0%Unchanged–
KKRKKR & Co. Inc.COM220,261$16.4M1.2%−9,351−4.1%ReducedHistory
DIDIYDiDi Global Inc.SPONSORED ADS3,248,312$16.2M1.2%+3,248,312NewHistory
SPDR Index Shs FDS78463X202ST STR EU 50 ETF332,200$15.5M1.1%+162,700+96.0%Added–
iShares Tips Bond ETF464287176ETF113,750$14.7M1.1%+8,550+8.1%Added–
Vanguard Real Estate ETF922908553ETF124,960$14.5M1.1%−86,970−41.0%Reduced–
MNTVMomentive Global Inc.COM630,977$13.3M1.0%−65,322−9.4%ReducedHistory
Arco Platform LtdG04553106COM CL A633,754$13.2M1.0%+219,124+52.8%Added–
SSNCSS&C Technologies Holdings IncCOM152,679$12.5M0.9%+24,289+18.9%AddedHistory
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL143,710$11.6M0.8%+34,710+31.8%Added–
Vanguard Ftse Developed Markets ETF921943858ETF226,880$11.6M0.8%+58,580+34.8%Added–
Global X FDS37954Y293GLB X MLP ENRG I301,700$10.7M0.8%+102,100+51.2%Added–
BRK.BBerkshire Hathaway IncStock33,395$9.98M0.7%−797,150−96.0%ReducedHistory
PINGPing Identity Holding Corp.COM390,234$8.93M0.7%−3,031−0.8%ReducedHistory
iShares Tr4642874407-10 YR TRSY BD74,870$8.61M0.6%00.0%Unchanged–
WIXWix.com Ltd.SHS53,469$8.44M0.6%+5,023+10.4%AddedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF104,000$8.08M0.6%00.0%Unchanged–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR450,570$6.47M0.5%+70,570+18.6%AddedHistory
Vanguard S&P 500 ETF922908363ETF13,218$5.77M0.4%−39−0.3%Reduced–
iShares Inc46434G822MSCI JAPAN ETF85,960$5.76M0.4%+25,960+43.3%Added–
GLDSPDR Gold TrustETF30,000$5.13M0.4%00.0%UnchangedHistory
Kraneshares Trust500767678GLOBAL CARB STRA90,100$4.59M0.3%+65,800+270.8%Added–
iShares Tr46428743220 YR TR BD ETF27,010$4.00M0.3%00.0%Unchanged–
iShares Tr46434V4070-5YR HI YL CP83,380$3.78M0.3%+63,985+329.9%Added–
iShares Tr4642886613 7 YR TREAS BD28,700$3.69M0.3%00.0%Unchanged–
iShares Tr464288182MSCI AC ASIA ETF42,173$3.49M0.3%+380+0.9%Added–
iShares Inc464286707MSCI FRANCE ETF89,600$3.48M0.3%+89,600New–
iShares Tr46429B507MSCI IRELAND ETF54,400$3.10M0.2%00.0%Unchanged–
Vanguard Materials ETF92204A801ETF15,680$3.09M0.2%+1,280+8.9%Added–
Invesco QQQ Trust Series I46090E103ETF7,700$3.06M0.2%+7,700New–
iShares MSCI India ETF46429B598ETF64,180$2.94M0.2%+24,180+60.5%Added–
GBDCGolub Capital BDC, Inc.COM188,100$2.90M0.2%+78,100+71.0%AddedHistory
Goldman Sachs ETF Tr381430545HEDGE IND ETF28,430$2.90M0.2%+6,830+31.6%Added–
iShares Inc464286772MSCI STH KOR ETF36,820$2.87M0.2%+13,320+56.7%Added–
DBCInvesco DB Commodity Index Tracking FundUNIT137,900$2.87M0.2%+137,900NewHistory
Invesco Exch Traded FD Tr II46138G508SR LN ETF129,500$2.86M0.2%−13,300−9.3%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF16,220$2.82M0.2%+10,240+171.2%Added–
iShares Inc464286806MSCI GERMANY ETF80,920$2.65M0.2%+34,460+74.2%Added–
Healthcare Realty Trust Inc42225P501CL A NEW70,165$2.34M0.2%+24,952+55.2%Added–
iShares Inc464286103MSCI AUST ETF90,600$2.25M0.2%00.0%Unchanged–
DBX ETF Tr233051879XTRACK HRVST CSI50,000$1.96M0.1%00.0%Unchanged–
NIEVirtus Equity & Convertible Income FundCOM60,000$1.81M0.1%00.0%UnchangedHistory
iShares Inc464286509MSCI CDA ETF46,840$1.80M0.1%+3,140+7.2%Added–
HDBHDFC Bank LtdSPONSORED ADS26,008$1.69M0.1%+419+1.6%AddedHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG50,000$1.65M0.1%00.0%Unchanged–
JBGSJBG Smith PropertiesCOM57,115$1.64M0.1%−6,921−10.8%ReducedHistory
EICEagle Point Income CoCOM93,652$1.59M0.1%00.0%UnchangedHistory
iShares Inc464286749MSCI SWITZERLAND29,950$1.58M0.1%00.0%Unchanged–
iShares Inc464286814MSCI NETHERL ETF30,040$1.51M0.1%+18,030+150.1%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF26,880$1.49M0.1%+13,380+99.1%Added–
iShares Inc464286400MSCI BRAZIL ETF52,530$1.48M0.1%+12,530+31.3%Added–
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN20,500$1.46M0.1%+20,500New–
iShares Inc464286871MSCI HONG KG ETF62,940$1.46M0.1%+42,940+214.7%Added–
State Street Utilities Select Sector SPDR ETF81369Y886ETF20,380$1.46M0.1%+4,880+31.5%Added–
USOUnited States Oil Fund, LPUNITS26,460$1.44M0.1%+26,460NewHistory
Kraneshares Tr500767553CALIFORNIA CARB50,000$1.41M0.1%+50,000New–
INVHInvitation Homes Inc.COM29,865$1.35M0.1%+2,149+7.8%AddedHistory
iShares Tr46435G334MSCI UK ETF NEW40,000$1.33M0.1%00.0%Unchanged–
CPTCamden Property TrustREIT7,387$1.32M0.1%−4,708−38.9%ReducedHistory
AMHAmerican Homes 4 RentCL A29,514$1.29M0.1%+2,216+8.1%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF40,000$1.28M0.1%−718,000−94.7%Reduced–
iShares Inc464286822MSCI MEXICO ETF25,000$1.26M0.1%00.0%Unchanged–
PIMCO ETF Tr72201R88225YR+ ZERO U S8,000$1.22M0.1%+8,000New–
iShares Inc46434G764MSCI EMRG CHN20,000$1.21M0.1%00.0%Unchanged–
AIRCApartment Income REIT Corp.COM22,137$1.21M0.1%−254−1.1%ReducedHistory
IGRCbre Global Real Estate Income FundCOM120,000$1.18M0.1%00.0%UnchangedHistory
WisdomTree Tr97717W851JAPN HEDGE EQT18,645$1.17M0.1%00.0%Unchanged–
ADXAdams Diversified Equity Fund, Inc.COM60,000$1.17M0.1%00.0%UnchangedHistory
ZZillow Group, Inc.CL C CAP STK15,818$1.01M0.1%00.0%UnchangedHistory
Sustainable Develp Acqu I Co86934L202UNIT 02/04/2026100,000$999.0K0.1%00.0%Unchanged–
Ribbit Leap LtdG7552B121UNIT 99/99/9999100,000$994.0K0.1%00.0%Unchanged–
ECCEagle Point Credit CoCOM70,000$980.0K0.1%00.0%UnchangedHistory
iShares Inc464286764MSCI SPAIN ETF37,000$972.0K0.1%00.0%Unchanged–
SLViShares Silver TrustETF39,750$855.0K0.1%+11,750+42.0%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF10,910$847.0K0.1%00.0%Unchanged–
Global X FDS37954Y830GLOBAL X COPPER21,360$788.0K0.1%+4,060+23.5%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF19,030$743.0K0.1%00.0%Unchanged–
iShares Inc46434G830MSCI ITALY ETF22,650$743.0K0.1%+22,650New–
Vy Global GrowthG9444H126UNIT 99/99/999970,000$704.0K0.1%00.0%Unchanged–
iShares Tr464287390LATN AMER 40 ETF29,000$680.0K<0.1%00.0%Unchanged–
ZGZillow Group, Inc.CL A10,884$677.0K<0.1%00.0%UnchangedHistory
Kraneshares Trust500767306CSI CHI INTERNET18,000$657.0K<0.1%+18,000New–
Global X FDS37950E259GB MSCI AR ETF18,660$583.0K<0.1%+18,660New–
iShares Tr464287556ISHARES BIOTECH3,780$577.0K<0.1%+1,380+57.5%Added–

Sold out since Q3 2021 (10)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Global Endowment Management, LP sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
GGenpact LTDSHS630,950$30.0M2.0%History
FISVFiserv IncStock128,124$13.9M0.9%History
CHTRCharter Communications, Inc.CL A18,323$13.3M0.9%History
AONAon plcCL A42,603$12.2M0.8%History
DGDollar General CorpCOM55,379$11.7M0.8%History
ABTAbbott LaboratoriesStock83,876$9.91M0.7%History
ADPAutomatic Data Processing IncStock42,914$8.58M0.6%History
TRUTransUnionCOM67,242$7.55M0.5%History
BABAAlibaba Group Holding LtdADR40,686$6.02M0.4%History
iShares Global Clean Energy ETF464288224ETF44,000$953.0K0.1%–