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Global Endowment Management, LP

SEC CIK
0001512237
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
118
+2 vs. Q4 2021
Portfolio value
$1.40B
+$31.7M (+2.3%) vs. Q4 2021
Filed
May 13, 2022
SEC
Holdings of Global Endowment Management, LP in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Total Bond Market ETF921937835ETF2,753,700$219.0M15.6%+103,700+3.9%Added–
AMZNAmazon Com IncStock44,589$145.4M10.4%+29,167+189.1%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF508,200$115.7M8.2%−44,400−8.0%Reduced–
Vanguard World FD921910873MEGA CAP INDEX687,821$109.4M7.8%00.0%Unchanged–
GOOGLAlphabet Inc.Stock25,796$71.7M5.1%+6,641+34.7%AddedHistory
SPYSPDR S&P 500 ETF TrustETF147,000$66.4M4.7%−58,720−28.5%ReducedHistory
Vanguard Star FDS921909768VG TL INTL STK F1,056,100$63.1M4.5%+198,600+23.2%Added–
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI417,390$44.4M3.2%+19,000+4.8%Added–
ZZillow Group, Inc.CL C CAP STK806,199$39.7M2.8%+790,381+4,996.7%AddedHistory
MSFTMicrosoft CorpStock107,410$33.1M2.4%+12,208+12.8%AddedHistory
CRMSalesforce, Inc.Stock136,972$29.1M2.1%+30,849+29.1%AddedHistory
METAMeta Platforms, Inc.Stock100,517$22.4M1.6%−76,080−43.1%ReducedHistory
AAPLApple Inc.Stock127,967$22.3M1.6%−6,141−4.6%ReducedHistory
CACCCredit Acceptance CorpCOM33,365$18.4M1.3%+533+1.6%AddedHistory
ZGZillow Group, Inc.CL A356,010$17.2M1.2%+345,126+3,170.9%AddedHistory
NFLXNetflix IncStock44,501$16.7M1.2%+9,023+25.4%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH279,972$15.8M1.1%+279,972NewHistory
Vanguard Ftse Emerging Markets ETF922042858ETF337,700$15.6M1.1%00.0%Unchanged–
SSNCSS&C Technologies Holdings IncCOM193,711$14.5M1.0%+41,032+26.9%AddedHistory
GDDYGoDaddy Inc.CL A168,082$14.1M1.0%−291,507−63.4%ReducedHistory
APPAppLovin CorpCOM CL A238,961$13.2M0.9%+44,686+23.0%AddedHistory
Global X FDS37954Y293GLB X MLP ENRG I301,700$12.9M0.9%00.0%Unchanged–
PINGPing Identity Holding Corp.COM453,738$12.4M0.9%+63,504+16.3%AddedHistory
iShares Tips Bond ETF464287176ETF99,550$12.4M0.9%−14,200−12.5%Reduced–
KKRKKR & Co. Inc.COM211,497$12.4M0.9%−8,764−4.0%ReducedHistory
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL143,710$12.3M0.9%00.0%Unchanged–
Arco Platform LtdG04553106COM CL A565,851$11.9M0.9%−67,903−10.7%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF226,880$10.9M0.8%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF25,169$10.4M0.7%+11,951+90.4%Added–
Vanguard Real Estate ETF922908553ETF90,000$9.75M0.7%−34,960−28.0%Reduced–
MSPDatto Holding Corp.COM323,921$8.65M0.6%+323,921NewHistory
iShares Tr4642874407-10 YR TRSY BD74,870$8.05M0.6%00.0%Unchanged–
iShares Tr46428743220 YR TR BD ETF60,000$7.92M0.6%+32,990+122.1%Added–
MNTVMomentive Global Inc.COM478,281$7.78M0.6%−152,696−24.2%ReducedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR476,000$7.32M0.5%+25,430+5.6%AddedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF104,000$7.26M0.5%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock17,900$6.32M0.4%−15,495−46.4%ReducedHistory
WIXWix.com Ltd.SHS58,674$6.13M0.4%+5,205+9.7%AddedHistory
iShares Tr464288182MSCI AC ASIA ETF80,334$6.03M0.4%+38,161+90.5%Added–
iShares Inc464286103MSCI AUST ETF213,600$5.64M0.4%+123,000+135.8%Added–
GLDSPDR Gold TrustETF30,000$5.42M0.4%00.0%UnchangedHistory
iShares Inc46434G822MSCI JAPAN ETF85,960$5.30M0.4%00.0%Unchanged–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF116,840$4.81M0.3%−215,360−64.8%Reduced–
iShares Tr46435G334MSCI UK ETF NEW140,000$4.71M0.3%+100,000+250.0%Added–
DBCInvesco DB Commodity Index Tracking FundUNIT150,000$3.91M0.3%+12,100+8.8%AddedHistory
iShares Tr46434V4070-5YR HI YL CP83,380$3.67M0.3%00.0%Unchanged–
iShares Tr4642886613 7 YR TREAS BD28,700$3.50M0.2%00.0%Unchanged–
iShares Inc464286707MSCI FRANCE ETF89,600$3.17M0.2%00.0%Unchanged–
Vanguard Materials ETF92204A801ETF15,680$3.04M0.2%00.0%Unchanged–
iShares MSCI India ETF46429B598ETF64,180$2.86M0.2%00.0%Unchanged–
GBDCGolub Capital BDC, Inc.COM188,100$2.86M0.2%00.0%UnchangedHistory
Kraneshares Tr500767553CALIFORNIA CARB105,000$2.69M0.2%+55,000+110.0%Added–
iShares Inc464286772MSCI STH KOR ETF36,820$2.62M0.2%00.0%Unchanged–
Goldman Sachs ETF Tr381430545HEDGE IND ETF28,430$2.62M0.2%00.0%Unchanged–
iShares Tr46429B507MSCI IRELAND ETF54,400$2.60M0.2%00.0%Unchanged–
State Street Technology Select Sector SPDR ETF81369Y803ETF16,220$2.58M0.2%00.0%Unchanged–
iShares Inc464286509MSCI CDA ETF59,840$2.41M0.2%+13,000+27.8%Added–
Kraneshares Trust500767678GLOBAL CARB STRA50,000$2.33M0.2%−40,100−44.5%Reduced–
Healthcare Realty Trust Inc42225P501CL A NEW74,136$2.32M0.2%+3,971+5.7%Added–
HDBHDFC Bank LtdSPONSORED ADS35,050$2.15M0.2%+9,042+34.8%AddedHistory
iShares Inc464286400MSCI BRAZIL ETF52,530$1.99M0.1%00.0%Unchanged–
iShares Inc464286806MSCI GERMANY ETF63,220$1.79M0.1%−17,700−21.9%Reduced–
JBGSJBG Smith PropertiesCOM57,110$1.67M0.1%−50.0%ReducedHistory
DBX ETF Tr233051879XTRACK HRVST CSI50,000$1.66M0.1%00.0%Unchanged–
NIEVirtus Equity & Convertible Income FundCOM60,000$1.63M0.1%00.0%UnchangedHistory
PIMCO ETF Tr72201R88225YR+ ZERO U S12,000$1.59M0.1%+4,000+50.0%Added–
EICEagle Point Income CoCOM93,652$1.58M0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF40,000$1.53M0.1%00.0%Unchanged–
State Street SPDR S&P Biotech ETF78464A870ETF17,000$1.53M0.1%+17,000New–
VanEck ETF Trust92189F437FALLEN ANGEL HG50,000$1.52M0.1%00.0%Unchanged–
State Street Utilities Select Sector SPDR ETF81369Y886ETF20,380$1.52M0.1%00.0%Unchanged–
iShares Inc464286749MSCI SWITZERLAND29,950$1.47M0.1%00.0%Unchanged–
AIRCApartment Income REIT Corp.COM26,591$1.42M0.1%+4,454+20.1%AddedHistory
iShares Inc464286871MSCI HONG KG ETF62,940$1.42M0.1%00.0%Unchanged–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF20,000$1.38M0.1%+9,090+83.3%Added–
iShares Inc464286822MSCI MEXICO ETF25,000$1.37M0.1%00.0%Unchanged–
iShares Inc464286814MSCI NETHERL ETF30,040$1.27M0.1%00.0%Unchanged–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF20,000$1.25M0.1%+20,000New–
WisdomTree Tr97717W851JAPN HEDGE EQT18,645$1.19M0.1%00.0%Unchanged–
Healthpeak Properties, Inc.71943U104COM66,731$1.17M0.1%+66,731New–
iShares Inc46434G764MSCI EMRG CHN20,000$1.16M0.1%00.0%Unchanged–
AMHAmerican Homes 4 RentCL A28,951$1.16M0.1%−563−1.9%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF15,000$1.15M0.1%−11,880−44.2%Reduced–
iShares Core S&P Small Cap ETF464287804ETF10,600$1.14M0.1%+10,600New–
ADXAdams Diversified Equity Fund, Inc.COM60,000$1.11M0.1%00.0%UnchangedHistory
INVHInvitation Homes Inc.COM26,427$1.06M0.1%−3,438−11.5%ReducedHistory
CPTCamden Property TrustREIT6,095$1.01M0.1%−1,292−17.5%ReducedHistory
Ribbit Leap LtdG7552B121UNIT 99/99/9999100,000$995.0K0.1%00.0%Unchanged–
Sustainable Develp Acqu I Co86934L202UNIT 02/04/2026100,000$987.0K0.1%00.0%Unchanged–
Global X FDS37954Y830GLOBAL X COPPER21,360$972.0K0.1%00.0%Unchanged–
iShares Inc464286764MSCI SPAIN ETF37,000$942.0K0.1%00.0%Unchanged–
ECCEagle Point Credit CoCOM70,000$921.0K0.1%00.0%UnchangedHistory
SLViShares Silver TrustETF39,750$909.0K0.1%00.0%UnchangedHistory
iShares Tr464287390LATN AMER 40 ETF29,000$881.0K0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V571GLOBAL DRGN CN27,300$791.0K0.1%+27,300New–
Invesco QQQ Trust Series I46090E103ETF2,100$761.0K0.1%−5,600−72.7%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF19,030$729.0K0.1%00.0%Unchanged–
Vy Global GrowthG9444H126UNIT 99/99/999970,000$700.0K<0.1%00.0%Unchanged–
Kraneshares Tr500767702CHIN COM PAPER20,000$676.0K<0.1%+20,000New–
iShares Inc46434G830MSCI ITALY ETF22,650$669.0K<0.1%00.0%Unchanged–

Sold out since Q4 2021 (8)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Global Endowment Management, LP sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
DIDIYDiDi Global Inc.SPONSORED ADS3,248,312$16.2M1.2%History
Invesco Exch Traded FD Tr II46138G508SR LN ETF129,500$2.86M0.2%–
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN20,500$1.46M0.1%–
USOUnited States Oil Fund, LPUNITS26,460$1.44M0.1%History
IGRCbre Global Real Estate Income FundCOM120,000$1.18M0.1%History
Kraneshares Trust500767306CSI CHI INTERNET18,000$657.0K<0.1%–
iShares Tr464287556ISHARES BIOTECH3,780$577.0K<0.1%–
State Street SPDR S&P Homebuilders ETF78464A888ETF3,160$271.0K<0.1%–