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Global Endowment Management, LP

SEC CIK
0001512237
Latest filing
Aug 14, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
128
+1 vs. Q4 2023
Portfolio value
$959.8M
+$61.4M (+6.8%) vs. Q4 2023
Filed
May 13, 2024
SEC
Holdings of Global Endowment Management, LP in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Total Bond Market ETF921937835ETF3,229,900$234.6M24.4%+182,000+6.0%Added–
Vanguard Star FDS921909768VG TL INTL STK F2,144,826$129.3M13.5%00.0%Unchanged–
Vanguard Morningstar Total Stock Market ETF922908769ETF339,574$88.3M9.2%00.0%Unchanged–
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI666,183$58.9M6.1%+37,900+6.0%Added–
SPYSPDR S&P 500 ETF TrustETF103,760$54.3M5.7%00.0%UnchangedHistory
TXOTXO Partners, L.P.COM UNIT2,074,864$37.2M3.9%00.0%UnchangedHistory
Vanguard Total World Stock ETF922042742ETF200,000$22.1M2.3%+200,000New–
State Street Health Care Select Sector SPDR ETF81369Y209ETF133,471$19.7M2.1%00.0%Unchanged–
iShares Inc46434G822MSCI JAPAN ETF268,600$19.2M2.0%00.0%Unchanged–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF231,509$17.7M1.8%00.0%Unchanged–
AAPLApple Inc.Stock93,625$16.1M1.7%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF347,700$14.5M1.5%00.0%Unchanged–
Vanguard Real Estate ETF922908553ETF164,413$14.2M1.5%00.0%Unchanged–
iShares Core U.S. Aggregate Bond ETF464287226ETF108,700$10.6M1.1%+108,700New–
BRK.BBerkshire Hathaway IncStock24,562$10.3M1.1%−1,785−6.8%ReducedHistory
iShares Tr4642886613 7 YR TREAS BD87,160$10.1M1.1%00.0%Unchanged–
iShares Tips Bond ETF464287176ETF89,800$9.65M1.0%+15,000+20.1%Added–
iShares Tr4642874571 3 YR TREAS BD111,250$9.10M0.9%00.0%Unchanged–
METAMeta Platforms, Inc.Stock18,457$8.96M0.9%−1,969−9.6%ReducedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR476,000$8.23M0.9%00.0%UnchangedHistory
AMZNAmazon Com IncStock44,377$8.00M0.8%+1,952+4.6%AddedHistory
DBCInvesco DB Commodity Index Tracking FundUNIT279,800$6.43M0.7%+131,800+89.1%AddedHistory
MSFTMicrosoft CorpStock14,499$6.10M0.6%+1,405+10.7%AddedHistory
iShares Tr464287739U.S. REAL ES ETF63,000$5.66M0.6%+58,700+1,365.1%Added–
Global X FDS37954Y293GLB X MLP ENRG I110,000$5.39M0.6%00.0%Unchanged–
Vanguard Emerging Markets Government Bond ETF921946885ETF76,550$4.89M0.5%+6,350+9.0%Added–
iShares Tr46435G334MSCI UK ETF NEW123,000$4.21M0.4%00.0%Unchanged–
ALLYAlly Financial Inc.Stock98,001$3.98M0.4%+4,281+4.6%AddedHistory
iShares Tr46429B507MSCI IRELAND ETF54,400$3.77M0.4%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF73,000$3.66M0.4%00.0%Unchanged–
GLDSPDR Gold TrustETF17,600$3.62M0.4%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock23,367$3.53M0.4%−3,680−13.6%ReducedHistory
iShares Tr46428743220 YR TR BD ETF33,990$3.22M0.3%00.0%Unchanged–
SPDR Series Trust78468R556SP O&G EXPL PRO20,000$3.10M0.3%+4,800+31.6%Added–
WIXWix.com Ltd.SHS20,739$2.85M0.3%+20,739NewHistory
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS22,088$2.84M0.3%+22,088NewHistory
iShares Tr4642874407-10 YR TRSY BD29,260$2.77M0.3%00.0%Unchanged–
iShares Tr464288513IBOXX HI YD ETF33,500$2.60M0.3%+2,500+8.1%Added–
Vanguard Malvern FDS922020805STRM INFPROIDX50,000$2.39M0.2%00.0%Unchanged–
iShares MSCI India ETF46429B598ETF46,273$2.39M0.2%00.0%Unchanged–
iShares Inc464286509MSCI CDA ETF59,840$2.29M0.2%00.0%Unchanged–
iShares Tr46428865310-20 YR TRS ETF20,210$2.12M0.2%00.0%Unchanged–
iShares Inc464286400MSCI BRAZIL ETF65,000$2.11M0.2%00.0%Unchanged–
iShares Inc464286103MSCI AUST ETF82,192$2.03M0.2%00.0%Unchanged–
CPNGCoupang, Inc.CL A110,667$1.97M0.2%+31,540+39.9%AddedHistory
Kraneshares Trust500767306CSI CHI INTERNET75,000$1.97M0.2%+75,000New–
APPFAppfolio IncCOM CL A7,683$1.90M0.2%+7,683NewHistory
iShares Inc46434G780MSCI SINGPOR ETF100,000$1.84M0.2%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G508SR LN ETF85,000$1.80M0.2%00.0%Unchanged–
CACCCredit Acceptance CorpCOM3,186$1.76M0.2%−977−23.5%ReducedHistory
iShares Inc464286822MSCI MEXICO ETF25,000$1.73M0.2%00.0%Unchanged–
GEGeneral Electric CoStock9,422$1.65M0.2%−2,853−23.2%ReducedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF50,000$1.58M0.2%+30,000+150.0%Added–
iShares Inc464286772MSCI STH KOR ETF23,500$1.58M0.2%00.0%Unchanged–
MELIMercadolibre IncCOM990$1.50M0.2%−29−2.8%ReducedHistory
TDGTransDigm Group INCCOM1,179$1.45M0.2%+78+7.1%AddedHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG50,000$1.45M0.2%00.0%Unchanged–
FCNCAFirst Citizens Bancshares IncCL A882$1.44M0.2%−108−10.9%ReducedHistory
BNBROOKFIELD CorpCL A LTD VT SH34,079$1.43M0.1%+2,567+8.1%AddedHistory
iShares Tr464287390LATN AMER 40 ETF50,000$1.42M0.1%00.0%Unchanged–
USOUnited States Oil Fund, LPUNITS18,000$1.42M0.1%00.0%UnchangedHistory
Vanguard Materials ETF92204A801ETF6,900$1.41M0.1%−8,400−54.9%Reduced–
iShares Tr464287184CHINA LG-CAP ETF57,000$1.37M0.1%+16,000+39.0%Added–
DBX ETF Tr233051879XTRACK HRVST CSI57,000$1.37M0.1%+18,000+46.2%Added–
NIEVirtus Equity & Convertible Income FundCOM60,000$1.34M0.1%00.0%UnchangedHistory
ADXAdams Diversified Equity Fund, Inc.COM67,979$1.33M0.1%00.0%UnchangedHistory
VVisa Inc.Stock4,697$1.31M0.1%−950−16.8%ReducedHistory
ESGREnstar Group LTDSHS4,152$1.29M0.1%+1,255+43.3%AddedHistory
iShares Inc464286764MSCI SPAIN ETF40,000$1.29M0.1%00.0%Unchanged–
MCOMoodys CorpStock3,252$1.28M0.1%+1,912+142.7%AddedHistory
SPDR Series Trust78468R408ST TERM HIGH ETF50,000$1.26M0.1%00.0%Unchanged–
WDAYWorkday, Inc.CL A4,607$1.26M0.1%+568+14.1%AddedHistory
Kraneshares Tr500767553CALIFORNIA CARB41,000$1.17M0.1%00.0%Unchanged–
PPLIPeople IncCOM NEW21,768$1.16M0.1%+5,705+35.5%AddedHistory
Global X FDS37950E259GB MSCI AR ETF18,660$1.00M0.1%00.0%Unchanged–
CCOICogent Communications Holdings, Inc.COM NEW15,209$993.6K0.1%+4,704+44.8%AddedHistory
FTREFortrea Holdings Inc.COMMON STOCK24,381$978.7K0.1%−3,239−11.7%ReducedHistory
ACMAecomCOM9,900$971.0K0.1%+140+1.4%AddedHistory
GDDYGoDaddy Inc.CL A7,923$940.3K0.1%−874−9.9%ReducedHistory
GENGen Digital Inc.Stock41,751$935.2K0.1%+1,035+2.5%AddedHistory
CRMSalesforce, Inc.Stock3,030$912.6K0.1%−6,559−68.4%ReducedHistory
EQHEquitable Holdings, Inc.COM22,932$871.6K0.1%−6,170−21.2%ReducedHistory
GTXGarrett Motion Inc.Stock86,362$858.4K0.1%−22,348−20.6%ReducedHistory
HUMHumana IncStock2,421$839.4K0.1%+741+44.1%AddedHistory
GBDCGolub Capital BDC, Inc.COM50,000$831.5K0.1%00.0%UnchangedHistory
CRHCRH Public Ltd CoORD9,467$816.6K0.1%+9,467NewHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF10,000$816.6K0.1%00.0%Unchanged–
State Street Financial Select Sector SPDR ETF81369Y605ETF19,030$801.5K0.1%00.0%Unchanged–
KKellanovaStock13,904$796.6K0.1%−1,555−10.1%ReducedHistory
iShares Inc464286749MSCI SWITZERLAND16,000$761.6K0.1%00.0%Unchanged–
RGLDRoyal Gold IncStock6,178$752.5K0.1%+360+6.2%AddedHistory
HYBNew America High Income Fund IncCOM NEW100,000$728.0K0.1%00.0%UnchangedHistory
SYRESpyre Therapeutics, Inc.COM NEW18,184$689.7K0.1%−495,252−96.5%ReducedHistory
ULCCFrontier Group Holdings, Inc.COM82,014$665.1K0.1%−33,003−28.7%ReducedHistory
SEMRSEMrush Holdings, Inc.CL A COM49,975$662.7K0.1%+49,975NewHistory
STLAStellantis N.V.SHS23,359$661.1K0.1%−4,206−15.3%ReducedHistory
WBDWarner Bros. Discovery, Inc.Stock74,593$651.2K0.1%−3,898−5.0%ReducedHistory
IBKRInteractive Brokers Group, Inc.Stock5,699$636.6K0.1%−2,049−26.4%ReducedHistory
State Street SPDR S&P Software & Services ETF78464A599ETF4,000$624.0K0.1%00.0%Unchanged–
EXPEExpedia Group, Inc.Stock4,447$612.6K0.1%+4,447NewHistory

Sold out since Q4 2023 (14)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Global Endowment Management, LP sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
Vanguard S&P 500 ETF922908363ETF26,815$11.7M1.3%–
iShares Tr464288182MSCI AC ASIA ETF143,213$9.53M1.1%–
KKRKKR & Co. Inc.COM15,164$1.26M0.1%History
Invesco Exchange Traded FD T46137V571GLOBAL DRGN CN35,000$911.0K0.1%–
ENVAEnova International, Inc.COM15,193$841.1K0.1%History
OWLBlue Owl Capital Inc.COM CL A55,824$831.8K0.1%History
FLYYSpirit Aviation Holdings, Inc.COM39,414$646.0K0.1%History
CXMSprinklr, Inc.CL A50,440$607.3K0.1%History
EOGEOG Resources IncStock4,792$579.6K0.1%History
CPRTCopart IncCOM9,590$469.9K0.1%History
iShares Tr464288612INTRM GOV CR ETF4,135$433.2K<0.1%–
Kraneshares Tr500767702CHIN COM PAPER10,658$332.9K<0.1%–
NEMNEWMONT CorpStock4,858$201.1K<0.1%History
Barrick Gold Corp067901108COM10,920$197.5K<0.1%–