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Global Endowment Management, LP

SEC CIK
0001512237
Latest filing
Aug 14, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
107
−4 vs. Q3 2022
Portfolio value
$902.8M
−$88.3M (−8.9%) vs. Q3 2022
Filed
Feb 13, 2023
SEC
Holdings of Global Endowment Management, LP in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Total Bond Market ETF921937835ETF3,221,900$231.5M25.6%+96,600+3.1%Added–
Vanguard Star FDS921909768VG TL INTL STK F2,258,922$116.8M12.9%+910,982+67.6%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF499,755$95.5M10.6%−8,445−1.7%Reduced–
SPYSPDR S&P 500 ETF TrustETF147,000$56.2M6.2%00.0%UnchangedHistory
AMZNAmazon Com IncStock589,868$49.5M5.5%−326,616−35.6%ReducedHistory
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI571,320$46.6M5.2%+39,430+7.4%Added–
Vanguard World FD921910873MEGA CAP INDEX310,536$41.1M4.6%−237,405−43.3%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF337,700$13.2M1.5%00.0%Unchanged–
Global X FDS37954Y293GLB X MLP ENRG I301,700$12.3M1.4%00.0%Unchanged–
Vanguard Total World Stock ETF922042742ETF135,900$11.7M1.3%00.0%Unchanged–
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL150,000$11.7M1.3%−20,000−11.8%Reduced–
iShares Tips Bond ETF464287176ETF99,550$10.6M1.2%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF24,461$8.59M1.0%−167−0.7%Reduced–
Vanguard Real Estate ETF922908553ETF102,600$8.46M0.9%−25,000−19.6%Reduced–
iShares Tr46428743220 YR TR BD ETF75,000$7.47M0.8%00.0%Unchanged–
iShares Tr4642874407-10 YR TRSY BD74,870$7.17M0.8%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF168,300$7.06M0.8%00.0%Unchanged–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR476,000$6.71M0.7%00.0%UnchangedHistory
CACCCredit Acceptance CorpCOM13,676$6.49M0.7%−712−4.9%ReducedHistory
WisdomTree Tr97717W851JAPN HEDGE EQT100,000$6.43M0.7%00.0%Unchanged–
CVXChevron CorpStock33,660$6.04M0.7%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock19,000$5.87M0.7%00.0%UnchangedHistory
OXYOccidental Petroleum CorpStock83,710$5.27M0.6%00.0%UnchangedHistory
iShares Tr464288182MSCI AC ASIA ETF78,901$5.11M0.6%−300−0.4%Reduced–
iShares Inc464286103MSCI AUST ETF213,600$4.75M0.5%00.0%Unchanged–
iShares Inc46434G822MSCI JAPAN ETF85,960$4.68M0.5%00.0%Unchanged–
iShares Tr46435G334MSCI UK ETF NEW140,000$4.29M0.5%−40,000−22.2%Reduced–
KKRKKR & Co. Inc.COM79,336$3.68M0.4%−133,721−62.8%ReducedHistory
WDAYWorkday, Inc.CL A21,707$3.63M0.4%−348−1.6%ReducedHistory
MSFTMicrosoft CorpStock14,386$3.45M0.4%−53,473−78.8%ReducedHistory
iShares Tr46434V4070-5YR HI YL CP83,380$3.41M0.4%00.0%Unchanged–
GLDSPDR Gold TrustETF20,000$3.39M0.4%00.0%UnchangedHistory
iShares Tr464288513IBOXX HI YD ETF45,000$3.31M0.4%+45,000New–
iShares Tr4642886613 7 YR TREAS BD28,700$3.30M0.4%00.0%Unchanged–
BNBROOKFIELD CorpCL A LTD VT SH101,259$3.19M0.4%+101,259NewHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF52,000$3.17M0.4%00.0%Unchanged–
GOOGLAlphabet Inc.Stock35,085$3.10M0.3%−183,375−83.9%ReducedHistory
iShares Inc46434G764MSCI EMRG CHN63,900$3.03M0.3%00.0%Unchanged–
DBCInvesco DB Commodity Index Tracking FundUNIT120,000$2.96M0.3%−30,000−20.0%ReducedHistory
Vanguard Materials ETF92204A801ETF17,120$2.91M0.3%−1,280−7.0%Reduced–
SMARSmartsheet IncCOM CL A70,099$2.76M0.3%−3,042−4.2%ReducedHistory
METAMeta Platforms, Inc.Stock22,550$2.71M0.3%−116,796−83.8%ReducedHistory
iShares MSCI India ETF46429B598ETF64,180$2.68M0.3%00.0%Unchanged–
CRMSalesforce, Inc.Stock19,442$2.58M0.3%−325−1.6%ReducedHistory
DTDynatrace, Inc.Stock67,135$2.57M0.3%−6,832−9.2%ReducedHistory
iShares Tr46429B507MSCI IRELAND ETF54,400$2.49M0.3%00.0%Unchanged–
Kraneshares Tr500767553CALIFORNIA CARB105,000$2.44M0.3%00.0%Unchanged–
GDDYGoDaddy Inc.CL A31,899$2.39M0.3%−3,140−9.0%ReducedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX50,000$2.34M0.3%00.0%Unchanged–
WIXWix.com Ltd.SHS28,983$2.23M0.2%+1,647+6.0%AddedHistory
Arco Platform LtdG04553106COM CL A159,056$2.15M0.2%−3,295−2.0%Reduced–
JAMFJamf Holding Corp.COM95,275$2.03M0.2%−3,990−4.0%ReducedHistory
iShares Inc464286509MSCI CDA ETF59,840$1.96M0.2%00.0%Unchanged–
Kraneshares Trust500767678GLOBAL CARB STRA50,000$1.82M0.2%00.0%Unchanged–
SSNCSS&C Technologies Holdings IncCOM31,563$1.64M0.2%−118,213−78.9%ReducedHistory
iShares Inc464286806MSCI GERMANY ETF63,220$1.56M0.2%00.0%Unchanged–
ADBEAdobe Inc.Stock4,457$1.50M0.2%+4,457NewHistory
State Street SPDR S&P Biotech ETF78464A870ETF17,000$1.41M0.2%00.0%Unchanged–
VanEck ETF Trust92189F437FALLEN ANGEL HG50,000$1.35M0.1%00.0%Unchanged–
iShares Inc464286772MSCI STH KOR ETF23,500$1.33M0.1%00.0%Unchanged–
AAPLApple Inc.Stock10,165$1.32M0.1%−120,670−92.2%ReducedHistory
TDGTransDigm Group INCCOM2,041$1.29M0.1%−502−19.7%ReducedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO9,140$1.24M0.1%−6,860−42.9%Reduced–
iShares Inc464286822MSCI MEXICO ETF25,000$1.24M0.1%00.0%Unchanged–
iShares Tr464288588MBS ETF13,300$1.23M0.1%00.0%Unchanged–
DBX ETF Tr233051879XTRACK HRVST CSI40,800$1.14M0.1%+40,800New–
NIEVirtus Equity & Convertible Income FundCOM60,000$1.09M0.1%00.0%UnchangedHistory
PIMCO ETF Tr72201R88225YR+ ZERO U S12,000$1.05M0.1%00.0%Unchanged–
Sustainable Develp Acqu I Co86934L202UNIT 02/04/2026100,000$1.01M0.1%00.0%Unchanged–
ADXAdams Diversified Equity Fund, Inc.COM63,677$925.9K0.1%+3,677+6.1%AddedHistory
APPAppLovin CorpCOM CL A86,890$915.0K0.1%+35,217+68.2%AddedHistory
iShares Inc464286764MSCI SPAIN ETF37,000$894.7K0.1%00.0%Unchanged–
MCWMister Car Wash, Inc.COM83,088$766.9K0.1%−9,482−10.2%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS25,315$725.8K0.1%+25,315NewHistory
iShares Inc464286749MSCI SWITZERLAND16,000$670.9K0.1%00.0%Unchanged–
GBDCGolub Capital BDC, Inc.COM50,000$658.0K0.1%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF19,030$650.8K0.1%00.0%Unchanged–
Global X FDS37950E259GB MSCI AR ETF18,660$633.9K0.1%00.0%Unchanged–
iShares Inc46434G830MSCI ITALY ETF22,650$610.2K0.1%00.0%Unchanged–
VanEck ETF Trust92189F106GOLD MINERS ETF20,000$573.2K0.1%00.0%Unchanged–
State Street Health Care Select Sector SPDR ETF81369Y209ETF4,000$543.4K0.1%00.0%Unchanged–
SPDR Series Trust78464A581ST STR SP HCEQ5,750$516.9K0.1%00.0%Unchanged–
USOUnited States Oil Fund, LPUNITS7,000$490.8K0.1%+7,000NewHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF10,000$479.9K0.1%00.0%Unchanged–
State Street SPDR S&P Software & Services ETF78464A599ETF4,000$434.9K<0.1%00.0%Unchanged–
Simplify Exchange Traded Fun82889N855SIMPLIFY INTERST6,000$429.7K<0.1%00.0%Unchanged–
iShares Inc464286871MSCI HONG KG ETF20,000$420.2K<0.1%00.0%Unchanged–
iShares Inc464286640MSCI CHILE ETF14,000$379.3K<0.1%00.0%Unchanged–
AMHAmerican Homes 4 RentCL A11,783$355.1K<0.1%−8,803−42.8%ReducedHistory
CPTCamden Property TrustREIT3,112$348.2K<0.1%−2,433−43.9%ReducedHistory
Kraneshares Tr500767702CHIN COM PAPER10,658$330.0K<0.1%00.0%Unchanged–
AIRCApartment Income REIT Corp.COM9,578$328.6K<0.1%−8,557−47.2%ReducedHistory
VanEck Vectors ETF Tr92189F817VIETNAM ETF26,320$311.6K<0.1%00.0%Unchanged–
AVBAvalonbay Communities IncCOM1,795$289.9K<0.1%+107+6.3%AddedHistory
VMRKVivmark ResidentialSH BEN INT4,814$284.0K<0.1%+130+2.8%AddedHistory
Healthpeak Properties, Inc.71943U104COM19,512$282.3K<0.1%−14,985−43.4%Reduced–
iShares Inc46434G772MSCI TAIWAN ETF7,000$281.1K<0.1%00.0%Unchanged–
INVHInvitation Homes Inc.COM9,452$280.2K<0.1%−10,067−51.6%ReducedHistory
iShares Tr46434V464LOW CA OP MS ETF1,871$258.5K<0.1%00.0%Unchanged–
iShares Tr46429B309MSCI INDONIA ETF10,400$232.9K<0.1%00.0%Unchanged–

Sold out since Q3 2022 (10)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Global Endowment Management, LP sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
BAMBrookfield Asset Management Ltd.CL A LTD VT SH242,113$9.90M1.0%History
ZZillow Group, Inc.CL C CAP STK201,562$5.77M0.6%History
PINGPing Identity Holding Corp.COM142,529$4.00M0.4%History
ZGZillow Group, Inc.CL A89,010$2.55M0.3%History
State Street Energy Select Sector SPDR ETF81369Y506ETF15,000$1.08M0.1%–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF26,000$800.0K0.1%–
Vy Global GrowthG9444H126UNIT 99/99/999970,000$702.0K0.1%–
JBGSJBG Smith PropertiesCOM33,833$629.0K0.1%History
Vy Global GrowthG9444H100COM CL A54,610$548.0K0.1%–
VanEck ETF Trust92189H607OIL SERVICES ETF2,300$486.0K<0.1%–