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Global Endowment Management, LP

SEC CIK
0001512237
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
128
−14 vs. Q1 2025
Portfolio value
$751.2M
−$18.1M (−2.3%) vs. Q1 2025
Filed
Aug 13, 2025
SEC
Holdings of Global Endowment Management, LP in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Total Bond Market ETF921937835ETF2,031,788$149.6M19.9%+3,838+0.2%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF340,983$103.6M13.8%−52,141−13.3%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F1,252,430$86.5M11.5%−78,860−5.9%Reduced–
SPYSPDR S&P 500 ETF TrustETF89,363$55.2M7.3%+14,280+19.0%AddedHistory
Vanguard Total World Stock ETF922042742ETF302,086$38.8M5.2%+2,985+1.0%Added–
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI389,210$35.9M4.8%−74,233−16.0%Reduced–
TXOTXO Partners, L.P.COM UNIT1,733,760$26.1M3.5%−251,370−12.7%ReducedHistory
NVDANVIDIA CorpStock120,938$19.1M2.5%00.0%UnchangedHistory
AAPLApple Inc.Stock77,012$15.8M2.1%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF298,000$14.7M2.0%00.0%Unchanged–
iShares Tr464288182MSCI AC ASIA ETF169,272$14.0M1.9%−1,395−0.8%Reduced–
Vanguard S&P 500 ETF922908363ETF24,605$14.0M1.9%−179−0.7%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF136,465$13.5M1.8%+49,886+57.6%Added–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR396,000$10.0M1.3%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF373,488$9.13M1.2%+373,488New–
iShares Tr464287739U.S. REAL ES ETF93,880$8.90M1.2%+25,000+36.3%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF65,144$8.78M1.2%+1,500+2.4%Added–
iShares Tips Bond ETF464287176ETF65,197$7.17M1.0%+2,678+4.3%Added–
iShares Inc46434G822MSCI JAPAN ETF85,801$6.43M0.9%−25,192−22.7%Reduced–
METAMeta Platforms, Inc.Stock8,015$5.92M0.8%−323−3.9%ReducedHistory
AMZNAmazon Com IncStock21,165$4.64M0.6%+16+0.1%AddedHistory
MSFTMicrosoft CorpStock8,115$4.04M0.5%−448−5.2%ReducedHistory
BRK.BBerkshire Hathaway IncStock8,201$3.98M0.5%−1,910−18.9%ReducedHistory
DJPBarclays Bank PLCDJUBS CMDT ETN36108,550$3.69M0.5%+54,550+101.0%AddedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF83,912$3.40M0.5%−3,896−4.4%Reduced–
Vanguard Real Estate ETF922908553ETF38,000$3.38M0.5%−3,930−9.4%Reduced–
GLDSPDR Gold TrustETF11,000$3.35M0.4%−2,182−16.6%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD40,000$3.31M0.4%00.0%Unchanged–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF113,772$2.91M0.4%+4,093+3.7%Added–
VanEck ETF Trust92189F106GOLD MINERS ETF55,000$2.86M0.4%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF48,000$2.74M0.4%00.0%Unchanged–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS44,700$2.67M0.4%00.0%Unchanged–
Vanguard Long-Term Treasury ETF92206C847ETF46,770$2.62M0.3%00.0%Unchanged–
Vanguard Total International Bond ETF92203J407ETF52,331$2.59M0.3%+34,470+193.0%Added–
iShares Tr4642886613 7 YR TREAS BD20,000$2.38M0.3%00.0%Unchanged–
DBCInvesco DB Commodity Index Tracking FundUNIT103,088$2.25M0.3%−93,648−47.6%ReducedHistory
GOOGLAlphabet Inc.Stock12,446$2.19M0.3%−338−2.6%ReducedHistory
iShares Tr464288513IBOXX HI YD ETF24,840$2.00M0.3%+2,087+9.2%Added–
iShares Tr46435G334MSCI UK ETF NEW50,000$1.99M0.3%00.0%Unchanged–
iShares MSCI India ETF46429B598ETF35,000$1.95M0.3%00.0%Unchanged–
SPDR Index Shs FDS78463X509ST PORT MARK ETF41,627$1.78M0.2%−1,953−4.5%Reduced–
Kraneshares Trust500767306CSI CHI INTERNET50,000$1.72M0.2%00.0%Unchanged–
PIMCO ETF Tr72201R30415+ YR US TIPS30,000$1.57M0.2%+30,000New–
VanEck ETF Trust92189F437FALLEN ANGEL HG50,000$1.46M0.2%00.0%Unchanged–
iShares Inc464286806MSCI GERMANY ETF33,500$1.42M0.2%+33,500New–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF18,000$1.40M0.2%00.0%Unchanged–
iShares Inc464286764MSCI SPAIN ETF30,000$1.32M0.2%00.0%Unchanged–
GBDCGolub Capital BDC, Inc.COM90,000$1.32M0.2%+10,000+12.5%AddedHistory
PDDPDD Holdings Inc.SPONSORED ADS12,337$1.29M0.2%+8,302+205.7%AddedHistory
iShares Inc464286103MSCI AUST ETF40,000$1.05M0.1%00.0%Unchanged–
iShares Inc46434G780MSCI SINGPOR ETF40,000$1.04M0.1%00.0%Unchanged–
Global X FDS37950E259GB MSCI AR ETF12,000$1.02M0.1%00.0%Unchanged–
GEGeneral Electric CoStock3,615$930.5K0.1%+473+15.1%AddedHistory
CVNACarvana Co.CL A2,736$921.9K0.1%00.0%UnchangedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF8,000$868.2K0.1%−2,000−20.0%Reduced–
MCOMoodys CorpStock1,625$815.1K0.1%+228+16.3%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF27,260$796.3K0.1%+27,260New–
VVisa Inc.Stock2,166$769.0K0.1%+232+12.0%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF3,000$759.7K0.1%−1,000−25.0%Reduced–
Franklin Templeton ETF Tr35473P710FTSE SOUTH KOREA29,000$708.8K0.1%+10,700+58.5%Added–
LPXLouisiana-Pacific CorpCOM7,967$685.1K0.1%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A21,600$647.1K0.1%00.0%UnchangedHistory
VEEVVeeva Systems IncStock2,101$605.0K0.1%00.0%UnchangedHistory
MELIMercadolibre IncCOM231$603.7K0.1%00.0%UnchangedHistory
CACCCredit Acceptance CorpCOM1,179$600.6K0.1%00.0%UnchangedHistory
WBDWarner Bros. Discovery, Inc.Stock51,561$590.9K0.1%+20,873+68.0%AddedHistory
iShares Tr464288612INTRM GOV CR ETF5,334$569.6K0.1%+455+9.3%Added–
Wix.com Ltd.92940WAD1NOTE 8/13,500$554.6K0.1%+3,500New–
Gmo ETF Trust90139K100US QUALITY ETF16,000$548.2K0.1%00.0%Unchanged–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF15,463$519.2K0.1%+395+2.6%Added–
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,333$508.0K0.1%−730−23.8%ReducedHistory
APPFAppfolio IncCOM CL A2,194$505.2K0.1%00.0%UnchangedHistory
State Street SPDR S&P Software & Services ETF78464A599ETF2,600$493.5K0.1%−1,400−35.0%Reduced–
COFCapital One Financial CorpStock2,312$491.9K0.1%+2,312NewHistory
SPDR Series Trust78468R622ST BLOO HIGH ETF5,000$486.4K0.1%−10,096−66.9%Reduced–
iShares Inc46434G830MSCI ITALY ETF10,000$481.4K0.1%00.0%Unchanged–
PMFPIMCO Municipal Income FundCOM60,000$478.8K0.1%+60,000NewHistory
Ea Series Trust02072L672STRIVE US SEMICO9,000$478.2K0.1%−1,000−10.0%Reduced–
iShares Inc46434G772MSCI TAIWAN ETF8,000$459.2K0.1%00.0%Unchanged–
CCKCrown Holdings, Inc.COM4,439$457.1K0.1%+573+14.8%AddedHistory
IBITiShares Bitcoin Trust ETFETF7,363$450.7K0.1%+363+5.2%AddedHistory
MMDNYLI MacKay DefinedTerm Muni Opportunities FundCOM30,000$443.7K0.1%+30,000NewHistory
iShares Inc464286640MSCI CHILE ETF14,000$440.3K0.1%+14,000New–
iShares Inc464286772MSCI STH KOR ETF6,110$438.6K0.1%00.0%Unchanged–
iShares Inc464286749MSCI SWITZERLAND8,000$438.5K0.1%00.0%Unchanged–
iShares Tr46434V4070-5YR HI YL CP9,637$415.7K0.1%+362+3.9%Added–
FOURShift4 Payments, Inc.CL A4,147$411.0K0.1%−1,683−28.9%ReducedHistory
RGLDRoyal Gold IncStock2,244$399.1K0.1%+2,244NewHistory
FAFirst Advantage CorpCOM23,107$383.8K0.1%+23,107NewHistory
QRVOQorvo, Inc.Stock4,510$382.9K0.1%+4,510NewHistory
CRHCRH Public Ltd CoORD4,094$375.8K0.1%−1,032−20.1%ReducedHistory
ENVAEnova International, Inc.COM3,307$368.8K<0.1%−405−10.9%ReducedHistory
HTGCHercules Capital, Inc.COM20,000$365.6K<0.1%00.0%UnchangedHistory
GENGen Digital Inc.Stock12,376$363.9K<0.1%+3,942+46.7%AddedHistory
PCGPG&E CorpStock25,506$355.6K<0.1%+25,506NewHistory
ADSKAutodesk, Inc.COM1,139$352.6K<0.1%+285+33.4%AddedHistory
OSCROscar Health, Inc.CL A16,214$347.6K<0.1%−3,215−16.5%ReducedHistory
ALITAlight, Inc. / DelawareCOM CL A60,750$343.8K<0.1%+23,063+61.2%AddedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO2,700$339.7K<0.1%−1,300−32.5%Reduced–
APGEApogee Therapeutics, Inc.COM7,797$338.6K<0.1%00.0%UnchangedHistory

Sold out since Q1 2025 (28)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Global Endowment Management, LP sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
Morgan Stanley ETF Trust61774R205CALVERT US LARCP177,349$12.2M1.6%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF103,674$8.47M1.1%–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF123,634$8.13M1.1%–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF169,079$8.03M1.0%–
Global X FDS37954Y293GLB X MLP ENRG I39,000$2.49M0.3%–
Invesco QQQ Trust Series I46090E103ETF3,481$1.63M0.2%–
ADXAdams Diversified Equity Fund, Inc.COM77,652$1.47M0.2%History
BTCGrayscale Bitcoin Mini Trust ETFETF39,593$1.44M0.2%History
NIEVirtus Equity & Convertible Income FundCOM60,000$1.33M0.2%History
State Street Financial Select Sector SPDR ETF81369Y605ETF19,030$947.9K0.1%–
iShares Tr46429B507MSCI IRELAND ETF15,000$886.8K0.1%–
WIXWix.com Ltd.SHS4,846$791.7K0.1%History
Vanguard Materials ETF92204A801ETF3,000$566.4K0.1%–
FTREFortrea Holdings Inc.COMMON STOCK65,245$492.6K0.1%History
SPGIS&P Global Inc.Stock844$428.8K0.1%History
iShares Tr46436E866IBONDS 25 TRM TS17,270$403.6K0.1%–
BNBROOKFIELD CorpCL A LTD VT SH6,850$359.0K<0.1%History
DFSDiscover Financial ServicesCOM1,986$339.0K<0.1%History
HUMHumana IncStock1,231$325.7K<0.1%History
GTXGarrett Motion Inc.Stock38,247$320.1K<0.1%History
Despegar Com CorpG27358103ORD SHS14,412$270.8K<0.1%–
ZTSZoetis Inc.Stock1,446$238.1K<0.1%History
PFEPfizer IncStock9,130$231.4K<0.1%History
NWSNews CorpCL B7,554$229.4K<0.1%History
GDDYGoDaddy Inc.CL A1,267$228.2K<0.1%History
CRMSalesforce, Inc.Stock808$216.8K<0.1%History
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF8,310$201.2K<0.1%–
BXMXNuveen S&P 500 BuyWrite Income FundCOM10,000$131.2K<0.1%History