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Global Endowment Management, LP

SEC CIK
0001512237
Latest filing
Aug 14, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
111
−12 vs. Q2 2022
Portfolio value
$991.0M
−$150.5M (−13.2%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Global Endowment Management, LP in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Total Bond Market ETF921937835ETF3,125,300$222.9M22.5%+335,300+12.0%Added–
AMZNAmazon Com IncStock916,484$103.6M10.4%+665+0.1%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF508,200$91.2M9.2%00.0%Unchanged–
Vanguard World FD921910873MEGA CAP INDEX547,941$68.4M6.9%−139,880−20.3%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F1,347,940$61.7M6.2%+38,600+2.9%Added–
SPYSPDR S&P 500 ETF TrustETF147,000$52.5M5.3%00.0%UnchangedHistory
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI531,890$41.7M4.2%00.0%Unchanged–
GOOGLAlphabet Inc.Stock218,460$20.9M2.1%−13,380−5.8%ReducedConverted for a 20-for-1 splitHistory
METAMeta Platforms, Inc.Stock139,346$18.9M1.9%−6,844−4.7%ReducedHistory
AAPLApple Inc.Stock130,835$18.1M1.8%00.0%UnchangedHistory
MSFTMicrosoft CorpStock67,859$15.8M1.6%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF337,700$12.3M1.2%00.0%Unchanged–
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL170,000$11.9M1.2%+26,290+18.3%Added–
Global X FDS37954Y293GLB X MLP ENRG I301,700$11.3M1.1%−8,300−2.7%Reduced–
Vanguard Total World Stock ETF922042742ETF135,900$10.7M1.1%00.0%Unchanged–
iShares Tips Bond ETF464287176ETF99,550$10.4M1.1%00.0%Unchanged–
Vanguard Real Estate ETF922908553ETF127,600$10.2M1.0%−328,100−72.0%Reduced–
BAMBrookfield Asset Management Ltd.CL A LTD VT SH242,113$9.90M1.0%+32,285+15.4%AddedHistory
KKRKKR & Co. Inc.COM213,057$9.16M0.9%+13,627+6.8%AddedHistory
Vanguard S&P 500 ETF922908363ETF24,628$8.09M0.8%−243−1.0%Reduced–
iShares Tr46428743220 YR TR BD ETF75,000$7.68M0.8%+24,500+48.5%Added–
iShares Tr4642874407-10 YR TRSY BD74,870$7.19M0.7%00.0%Unchanged–
SSNCSS&C Technologies Holdings IncCOM149,776$7.15M0.7%+9,164+6.5%AddedHistory
CACCCredit Acceptance CorpCOM14,388$6.30M0.6%−9,096−38.7%ReducedHistory
WisdomTree Tr97717W851JAPN HEDGE EQT100,000$6.17M0.6%+39,990+66.6%Added–
Vanguard Ftse Developed Markets ETF921943858ETF168,300$6.12M0.6%−58,580−25.8%Reduced–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR476,000$6.09M0.6%00.0%UnchangedHistory
ZZillow Group, Inc.CL C CAP STK201,562$5.77M0.6%−201,545−50.0%ReducedHistory
OXYOccidental Petroleum CorpStock83,710$5.14M0.5%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock19,000$5.07M0.5%00.0%UnchangedHistory
CVXChevron CorpStock33,660$4.84M0.5%00.0%UnchangedHistory
iShares Tr46435G334MSCI UK ETF NEW180,000$4.72M0.5%+40,000+28.6%Added–
iShares Tr464288182MSCI AC ASIA ETF79,201$4.64M0.5%−642−0.8%Reduced–
iShares Inc46434G822MSCI JAPAN ETF85,960$4.20M0.4%00.0%Unchanged–
iShares Inc464286103MSCI AUST ETF213,600$4.19M0.4%00.0%Unchanged–
PINGPing Identity Holding Corp.COM142,529$4.00M0.4%−392,459−73.4%ReducedHistory
DBCInvesco DB Commodity Index Tracking FundUNIT150,000$3.59M0.4%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A22,055$3.36M0.3%+12,936+141.9%AddedHistory
iShares Tr46434V4070-5YR HI YL CP83,380$3.33M0.3%00.0%Unchanged–
iShares Tr4642886613 7 YR TREAS BD28,700$3.28M0.3%00.0%Unchanged–
GLDSPDR Gold TrustETF20,000$3.09M0.3%−10,000−33.3%ReducedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF52,000$2.99M0.3%−52,000−50.0%Reduced–
CRMSalesforce, Inc.Stock19,767$2.84M0.3%−6,217−23.9%ReducedHistory
iShares Inc46434G764MSCI EMRG CHN63,900$2.83M0.3%00.0%Unchanged–
Vanguard Materials ETF92204A801ETF18,400$2.73M0.3%+2,720+17.3%Added–
iShares MSCI India ETF46429B598ETF64,180$2.62M0.3%00.0%Unchanged–
DTDynatrace, Inc.Stock73,967$2.58M0.3%−114,604−60.8%ReducedHistory
ZGZillow Group, Inc.CL A89,010$2.55M0.3%−89,000−50.0%ReducedHistory
SMARSmartsheet IncCOM CL A73,141$2.51M0.3%−110,380−60.1%ReducedHistory
GDDYGoDaddy Inc.CL A35,039$2.48M0.3%−97,383−73.5%ReducedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX50,000$2.41M0.2%+50,000New–
Kraneshares Tr500767553CALIFORNIA CARB105,000$2.31M0.2%00.0%Unchanged–
JAMFJamf Holding Corp.COM99,265$2.20M0.2%+99,265NewHistory
WIXWix.com Ltd.SHS27,336$2.14M0.2%−14,297−34.3%ReducedHistory
iShares Tr46429B507MSCI IRELAND ETF54,400$2.02M0.2%00.0%Unchanged–
SPDR Series Trust78468R556SP O&G EXPL PRO16,000$2.00M0.2%+2,280+16.6%Added–
Kraneshares Trust500767678GLOBAL CARB STRA50,000$1.86M0.2%00.0%Unchanged–
iShares Inc464286509MSCI CDA ETF59,840$1.84M0.2%00.0%Unchanged–
Arco Platform LtdG04553106COM CL A162,351$1.75M0.2%−458,106−73.8%Reduced–
State Street SPDR S&P Biotech ETF78464A870ETF17,000$1.35M0.1%00.0%Unchanged–
TDGTransDigm Group INCCOM2,543$1.33M0.1%−193−7.1%ReducedHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG50,000$1.31M0.1%00.0%Unchanged–
iShares Inc464286806MSCI GERMANY ETF63,220$1.25M0.1%00.0%Unchanged–
NIEVirtus Equity & Convertible Income FundCOM60,000$1.22M0.1%00.0%UnchangedHistory
iShares Tr464288588MBS ETF13,300$1.22M0.1%00.0%Unchanged–
PIMCO ETF Tr72201R88225YR+ ZERO U S12,000$1.12M0.1%00.0%Unchanged–
iShares Inc464286772MSCI STH KOR ETF23,500$1.11M0.1%−13,320−36.2%Reduced–
iShares Inc464286822MSCI MEXICO ETF25,000$1.11M0.1%00.0%Unchanged–
State Street Energy Select Sector SPDR ETF81369Y506ETF15,000$1.08M0.1%00.0%Unchanged–
APPAppLovin CorpCOM CL A51,673$1.01M0.1%−232,670−81.8%ReducedHistory
Sustainable Develp Acqu I Co86934L202UNIT 02/04/2026100,000$984.0K0.1%00.0%Unchanged–
ADXAdams Diversified Equity Fund, Inc.COM60,000$874.0K0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X202ST STR EU 50 ETF26,000$800.0K0.1%−90,840−77.7%Reduced–
MCWMister Car Wash, Inc.COM92,570$794.0K0.1%+7,694+9.1%AddedHistory
iShares Inc464286764MSCI SPAIN ETF37,000$733.0K0.1%00.0%Unchanged–
Vy Global GrowthG9444H126UNIT 99/99/999970,000$702.0K0.1%00.0%Unchanged–
AIRCApartment Income REIT Corp.COM18,135$700.0K0.1%+1,360+8.1%AddedHistory
AMHAmerican Homes 4 RentCL A20,586$675.0K0.1%+169+0.8%AddedHistory
CPTCamden Property TrustREIT5,545$662.0K0.1%+705+14.6%AddedHistory
INVHInvitation Homes Inc.COM19,519$659.0K0.1%+19,519NewHistory
JBGSJBG Smith PropertiesCOM33,833$629.0K0.1%−5,890−14.8%ReducedHistory
GBDCGolub Capital BDC, Inc.COM50,000$620.0K0.1%−60,000−54.5%ReducedHistory
CVNACarvana Co.CL A30,128$611.0K0.1%−23,682−44.0%ReducedHistory
iShares Inc464286749MSCI SWITZERLAND16,000$599.0K0.1%−13,950−46.6%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF19,030$578.0K0.1%00.0%Unchanged–
Vy Global GrowthG9444H100COM CL A54,610$548.0K0.1%00.0%Unchanged–
Global X FDS37950E259GB MSCI AR ETF18,660$539.0K0.1%00.0%Unchanged–
Healthpeak Properties, Inc.71943U104COM34,497$519.0K0.1%−3,296−8.7%Reduced–
SPDR Series Trust78464A581ST STR SP HCEQ5,750$491.0K<0.1%00.0%Unchanged–
iShares Inc46434G830MSCI ITALY ETF22,650$487.0K<0.1%00.0%Unchanged–
VanEck ETF Trust92189H607OIL SERVICES ETF2,300$486.0K<0.1%+2,300New–
State Street Health Care Select Sector SPDR ETF81369Y209ETF4,000$484.0K<0.1%00.0%Unchanged–
VanEck ETF Trust92189F106GOLD MINERS ETF20,000$482.0K<0.1%−20,000−50.0%Reduced–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF10,000$479.0K<0.1%−10,000−50.0%Reduced–
State Street SPDR S&P Software & Services ETF78464A599ETF4,000$428.0K<0.1%00.0%Unchanged–
Simplify Exchange Traded Fun82889N855SIMPLIFY INTERST6,000$409.0K<0.1%00.0%Unchanged–
iShares Inc464286871MSCI HONG KG ETF20,000$365.0K<0.1%−42,940−68.2%Reduced–
VanEck Vectors ETF Tr92189F817VIETNAM ETF26,320$350.0K<0.1%00.0%Unchanged–
iShares Inc464286640MSCI CHILE ETF14,000$336.0K<0.1%00.0%Unchanged–
Kraneshares Tr500767702CHIN COM PAPER10,658$325.0K<0.1%−9,342−46.7%Reduced–

Sold out since Q2 2022 (18)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Global Endowment Management, LP sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
iShares Inc464286707MSCI FRANCE ETF89,600$2.69M0.2%–
iShares Tr464288513IBOXX HI YD ETF35,000$2.58M0.2%–
State Street Technology Select Sector SPDR ETF81369Y803ETF16,220$2.06M0.2%–
NFLXNetflix IncStock10,878$1.90M0.2%History
iShares Inc464286400MSCI BRAZIL ETF52,530$1.44M0.1%–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF20,000$1.06M0.1%–
iShares Inc464286814MSCI NETHERL ETF30,040$1.05M0.1%–
Ribbit Leap LtdG7552B121UNIT 99/99/9999100,000$995.0K0.1%–
iShares Core S&P Small Cap ETF464287804ETF10,600$980.0K0.1%–
SLViShares Silver TrustETF39,750$741.0K0.1%History
IRTIndependence Realty Trust, Inc.COM34,134$708.0K0.1%History
State Street Utilities Select Sector SPDR ETF81369Y886ETF10,000$701.0K0.1%–
iShares Tr464287390LATN AMER 40 ETF29,000$654.0K0.1%–
Global X FDS37954Y830GLOBAL X COPPER21,360$649.0K0.1%–
Invesco QQQ Trust Series I46090E103ETF2,100$589.0K0.1%–
GRNBarclays Bank PLCETN 4913,700$480.0K<0.1%History
Ribbit Leap LtdG7552B105SHS CL A18,270$181.0K<0.1%–
Vy Global GrowthG9444H118*W EXP 01/30/20310,922$3.00K<0.1%–