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Global Endowment Management, LP

SEC CIK
0001512237
Latest filing
Aug 14, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
122
−6 vs. Q1 2024
Portfolio value
$944.9M
−$14.9M (−1.6%) vs. Q1 2024
Filed
Aug 13, 2024
SEC
Holdings of Global Endowment Management, LP in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Total Bond Market ETF921937835ETF3,126,820$225.3M23.8%−103,080−3.2%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F1,895,626$114.3M12.1%−249,200−11.6%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF339,574$90.8M9.6%00.0%Unchanged–
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI667,338$58.5M6.2%+1,155+0.2%Added–
SPYSPDR S&P 500 ETF TrustETF103,760$56.5M6.0%00.0%UnchangedHistory
TXOTXO Partners, L.P.COM UNIT1,985,130$40.0M4.2%−89,734−4.3%ReducedHistory
Vanguard Total World Stock ETF922042742ETF225,020$25.3M2.7%+25,020+12.5%Added–
AAPLApple Inc.Stock93,625$19.7M2.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock131,720$16.3M1.7%+131,720NewHistory
Vanguard Ftse Emerging Markets ETF922042858ETF328,000$14.4M1.5%−19,700−5.7%Reduced–
Vanguard Real Estate ETF922908553ETF164,413$13.8M1.5%00.0%Unchanged–
iShares Tr464288182MSCI AC ASIA ETF166,356$12.0M1.3%+166,356New–
Vanguard S&P 500 ETF922908363ETF23,862$11.9M1.3%+23,862New–
State Street Health Care Select Sector SPDR ETF81369Y209ETF77,171$11.2M1.2%−56,300−42.2%Reduced–
iShares Inc46434G822MSCI JAPAN ETF153,475$10.5M1.1%−115,125−42.9%Reduced–
BRK.BBerkshire Hathaway IncStock24,562$9.99M1.1%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF102,700$9.97M1.1%−6,000−5.5%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF125,035$9.58M1.0%−106,474−46.0%Reduced–
iShares Tr4642874571 3 YR TREAS BD111,250$9.08M1.0%00.0%Unchanged–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR476,000$8.60M0.9%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock16,769$8.46M0.9%−1,688−9.1%ReducedHistory
Kraneshares Trust500767678GLOBAL CARB STRA258,300$8.41M0.9%+243,300+1,622.0%Added–
iShares Tips Bond ETF464287176ETF77,680$8.29M0.9%−12,120−13.5%Reduced–
AMZNAmazon Com IncStock40,432$7.81M0.8%−3,945−8.9%ReducedHistory
iShares Tr4642886613 7 YR TREAS BD59,000$6.81M0.7%−28,160−32.3%Reduced–
MSFTMicrosoft CorpStock14,211$6.35M0.7%−288−2.0%ReducedHistory
DBCInvesco DB Commodity Index Tracking FundUNIT253,020$5.88M0.6%−26,780−9.6%ReducedHistory
Global X FDS37954Y293GLB X MLP ENRG I110,000$5.62M0.6%00.0%Unchanged–
iShares Tr464287739U.S. REAL ES ETF60,850$5.34M0.6%−2,150−3.4%Reduced–
GOOGLAlphabet Inc.Stock22,528$4.10M0.4%−839−3.6%ReducedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF63,350$3.99M0.4%−13,200−17.2%Reduced–
ALLYAlly Financial Inc.Stock98,067$3.89M0.4%+66+0.1%AddedHistory
GLDSPDR Gold TrustETF17,600$3.78M0.4%00.0%UnchangedHistory
iShares Tr46429B507MSCI IRELAND ETF54,400$3.50M0.4%00.0%Unchanged–
iShares Tr46435G334MSCI UK ETF NEW100,000$3.49M0.4%−23,000−18.7%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF50,000$2.47M0.3%−23,000−31.5%Reduced–
iShares Tr46428743220 YR TR BD ETF26,000$2.39M0.3%−7,990−23.5%Reduced–
iShares Tr464288513IBOXX HI YD ETF30,590$2.36M0.2%−2,910−8.7%Reduced–
iShares MSCI India ETF46429B598ETF40,000$2.23M0.2%−6,273−13.6%Reduced–
SPDR Series Trust78468R556SP O&G EXPL PRO15,000$2.18M0.2%−5,000−25.0%Reduced–
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS16,212$2.09M0.2%−5,876−26.6%ReducedHistory
iShares Tr46428865310-20 YR TRS ETF20,210$2.08M0.2%00.0%Unchanged–
CVNACarvana Co.CL A14,734$1.90M0.2%+14,734NewHistory
APPFAppfolio IncCOM CL A7,683$1.88M0.2%00.0%UnchangedHistory
Kraneshares Trust500767306CSI CHI INTERNET69,200$1.87M0.2%−5,800−7.7%Reduced–
VanEck ETF Trust92189F106GOLD MINERS ETF55,000$1.87M0.2%+5,000+10.0%Added–
Invesco Exch Traded FD Tr II46138G508SR LN ETF85,000$1.79M0.2%00.0%Unchanged–
CACCCredit Acceptance CorpCOM3,470$1.79M0.2%+284+8.9%AddedHistory
iShares Inc464286103MSCI AUST ETF69,997$1.71M0.2%−12,195−14.8%Reduced–
MELIMercadolibre IncCOM990$1.63M0.2%00.0%UnchangedHistory
MCOMoodys CorpStock3,727$1.57M0.2%+475+14.6%AddedHistory
iShares Inc46434G780MSCI SINGPOR ETF80,000$1.54M0.2%−20,000−20.0%Reduced–
iShares Inc464286509MSCI CDA ETF40,000$1.48M0.2%−19,840−33.2%Reduced–
ADXAdams Diversified Equity Fund, Inc.COM67,979$1.46M0.2%00.0%UnchangedHistory
FCNCAFirst Citizens Bancshares IncCL A859$1.45M0.2%−23−2.6%ReducedHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG50,000$1.42M0.1%00.0%Unchanged–
NIEVirtus Equity & Convertible Income FundCOM60,000$1.39M0.1%00.0%UnchangedHistory
VVisa Inc.Stock5,299$1.39M0.1%+602+12.8%AddedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX28,200$1.37M0.1%−21,800−43.6%Reduced–
GEGeneral Electric CoStock8,602$1.37M0.1%−820−8.7%ReducedHistory
iShares Inc464286400MSCI BRAZIL ETF50,000$1.37M0.1%−15,000−23.1%Reduced–
Vanguard Materials ETF92204A801ETF6,900$1.33M0.1%00.0%Unchanged–
USOUnited States Oil Fund, LPUNITS16,000$1.27M0.1%−2,000−11.1%ReducedHistory
ESGREnstar Group LTDSHS4,152$1.27M0.1%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A5,669$1.27M0.1%+1,062+23.1%AddedHistory
iShares Inc464286764MSCI SPAIN ETF40,000$1.25M0.1%00.0%Unchanged–
SPDR Series Trust78468R408ST TERM HIGH ETF50,000$1.25M0.1%00.0%Unchanged–
CPNGCoupang, Inc.CL A57,949$1.21M0.1%−52,718−47.6%ReducedHistory
SEMRSEMrush Holdings, Inc.CL A COM88,298$1.18M0.1%+38,323+76.7%AddedHistory
iShares Inc464286822MSCI MEXICO ETF20,000$1.13M0.1%−5,000−20.0%Reduced–
Global X FDS37950E259GB MSCI AR ETF18,660$1.06M0.1%00.0%Unchanged–
PPLIPeople IncCOM NEW21,768$1.02M0.1%00.0%UnchangedHistory
iShares Inc464286772MSCI STH KOR ETF15,000$991.4K0.1%−8,500−36.2%Reduced–
iShares Tr464287184CHINA LG-CAP ETF36,850$957.7K0.1%−20,150−35.4%Reduced–
Kraneshares Tr500767553CALIFORNIA CARB41,000$918.8K0.1%00.0%Unchanged–
FTREFortrea Holdings Inc.COMMON STOCK39,326$917.9K0.1%+14,945+61.3%AddedHistory
WIXWix.com Ltd.SHS5,763$916.7K0.1%−14,976−72.2%ReducedHistory
GENGen Digital Inc.Stock35,105$876.9K0.1%−6,646−15.9%ReducedHistory
DBX ETF Tr233051879XTRACK HRVST CSI36,500$860.3K0.1%−20,500−36.0%Reduced–
CCOICogent Communications Holdings, Inc.COM NEW15,209$858.4K0.1%00.0%UnchangedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF10,000$856.6K0.1%00.0%Unchanged–
HUMHumana IncStock2,166$809.3K0.1%−255−10.5%ReducedHistory
RGLDRoyal Gold IncStock6,352$795.0K0.1%+174+2.8%AddedHistory
GBDCGolub Capital BDC, Inc.COM50,000$785.5K0.1%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF19,030$782.3K0.1%00.0%Unchanged–
iShares Inc464286749MSCI SWITZERLAND16,000$771.4K0.1%00.0%Unchanged–
DFSDiscover Financial ServicesCOM5,884$769.7K0.1%+5,884NewHistory
EQHEquitable Holdings, Inc.COM18,835$769.6K0.1%−4,097−17.9%ReducedHistory
IBKRInteractive Brokers Group, Inc.Stock6,180$757.7K0.1%+481+8.4%AddedHistory
GDDYGoDaddy Inc.CL A5,388$752.8K0.1%−2,535−32.0%ReducedHistory
HYBNew America High Income Fund IncCOM NEW100,000$733.0K0.1%00.0%UnchangedHistory
CRHCRH Public Ltd CoORD9,585$718.7K0.1%+118+1.2%AddedHistory
KKellanovaStock12,285$708.6K0.1%−1,619−11.6%ReducedHistory
UPWKUpwork, IncCOM64,178$689.9K0.1%+18,160+39.5%AddedHistory
GTXGarrett Motion Inc.Stock78,884$677.6K0.1%−7,478−8.7%ReducedHistory
FICOFair Isaac CorpCOM454$675.9K0.1%+77+20.4%AddedHistory
Despegar Com CorpG27358103ORD SHS51,025$675.1K0.1%+51,025New–
STLAStellantis N.V.SHS33,881$672.5K0.1%+10,522+45.0%AddedHistory
CRMSalesforce, Inc.Stock2,509$645.1K0.1%−521−17.2%ReducedHistory
ULCCFrontier Group Holdings, Inc.COM128,897$635.5K0.1%+46,883+57.2%AddedHistory

Sold out since Q1 2024 (18)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Global Endowment Management, LP sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
iShares Tr4642874407-10 YR TRSY BD29,260$2.77M0.3%–
TDGTransDigm Group INCCOM1,179$1.45M0.2%History
BNBROOKFIELD CorpCL A LTD VT SH34,079$1.43M0.1%History
iShares Tr464287390LATN AMER 40 ETF50,000$1.42M0.1%–
ACMAecomCOM9,900$971.0K0.1%History
WBDWarner Bros. Discovery, Inc.Stock74,593$651.2K0.1%History
EXPEExpedia Group, Inc.Stock4,447$612.6K0.1%History
LINLinde PLCStock1,149$533.5K0.1%History
OTISOtis Worldwide CorpStock5,205$516.7K0.1%History
SPDR Series Trust78464A581ST STR SP HCEQ5,750$505.7K0.1%–
State Street SPDR S&P Biotech ETF78464A870ETF5,200$493.4K0.1%–
ANSSAnsys IncCOM1,399$485.7K0.1%History
VanEck Vectors ETF Tr92189F817VIETNAM ETF26,320$365.8K<0.1%–
iShares Inc464286871MSCI HONG KG ETF20,000$311.0K<0.1%–
SPDR Series Trust78468R622ST BLOO HIGH ETF3,000$285.6K<0.1%–
iShares Tr46429B309MSCI INDONIA ETF10,400$234.3K<0.1%–
JEQAbrdn Japan Equity Fund, Inc.COM22,284$138.8K<0.1%History
JQCNuveen Credit Strategies Income FundCOM SHS20,000$111.4K<0.1%History