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Global Endowment Management, LP

SEC CIK
0001512237
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
128
0 vs. Q2 2025
Portfolio value
$798.6M
+$47.4M (+6.3%) vs. Q2 2025
Filed
Nov 13, 2025
SEC
Holdings of Global Endowment Management, LP in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Total Bond Market ETF921937835ETF1,936,795$144.0M18.0%−94,993−4.7%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF307,139$100.8M12.6%−33,844−9.9%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F1,181,872$86.8M10.9%−70,558−5.6%Reduced–
Vanguard Total World Stock ETF922042742ETF314,751$43.4M5.4%+12,665+4.2%Added–
TXOTXO Partners, L.P.COM UNIT2,686,017$37.7M4.7%+952,257+54.9%AddedHistory
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI378,027$36.1M4.5%−11,183−2.9%Reduced–
MSFTMicrosoft CorpStock48,638$25.2M3.2%+40,523+499.4%AddedHistory
GOOGLAlphabet Inc.Stock101,959$24.8M3.1%+89,513+719.2%AddedHistory
NVDANVIDIA CorpStock120,938$22.6M2.8%00.0%UnchangedHistory
AAPLApple Inc.Stock77,012$19.6M2.5%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF298,000$16.1M2.0%00.0%Unchanged–
SPYSPDR S&P 500 ETF TrustETF23,327$15.5M1.9%−66,036−73.9%ReducedHistory
Vanguard S&P 500 ETF922908363ETF24,684$15.1M1.9%+79+0.3%Added–
iShares Tr464288182MSCI AC ASIA ETF165,578$15.1M1.9%−3,694−2.2%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF140,915$14.1M1.8%+4,450+3.3%Added–
iShares Tr464287739U.S. REAL ES ETF136,080$13.2M1.7%+42,200+45.0%Added–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR396,000$11.7M1.5%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF375,122$9.88M1.2%+1,634+0.4%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF63,294$8.81M1.1%−1,850−2.8%Reduced–
iShares Tips Bond ETF464287176ETF74,381$8.27M1.0%+9,184+14.1%Added–
iShares Inc46434G822MSCI JAPAN ETF85,674$6.87M0.9%−127−0.1%Reduced–
METAMeta Platforms, Inc.Stock7,697$5.65M0.7%−318−4.0%ReducedHistory
DJPBarclays Bank PLCDJUBS CMDT ETN36139,332$4.94M0.6%+30,782+28.4%AddedHistory
AMZNAmazon Com IncStock22,362$4.91M0.6%+1,197+5.7%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF55,000$4.20M0.5%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock8,279$4.16M0.5%+78+1.0%AddedHistory
GLDSPDR Gold TrustETF11,000$3.91M0.5%00.0%UnchangedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF85,266$3.65M0.5%+1,354+1.6%Added–
Morgan Stanley ETF Trust61774R205CALVERT US LARCP42,446$3.48M0.4%+42,446New–
Vanguard Real Estate ETF922908553ETF38,000$3.47M0.4%00.0%Unchanged–
iShares Tr4642874571 3 YR TREAS BD40,000$3.32M0.4%00.0%Unchanged–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF119,444$3.09M0.4%+5,672+5.0%Added–
Vanguard Ftse Developed Markets ETF921943858ETF48,000$2.88M0.4%00.0%Unchanged–
DBCInvesco DB Commodity Index Tracking FundUNIT124,252$2.80M0.4%+21,164+20.5%AddedHistory
Vanguard Total International Bond ETF92203J407ETF56,568$2.80M0.4%+4,237+8.1%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS44,700$2.68M0.3%00.0%Unchanged–
Vanguard Long-Term Treasury ETF92206C847ETF46,770$2.66M0.3%00.0%Unchanged–
iShares Tr4642886613 7 YR TREAS BD20,000$2.39M0.3%00.0%Unchanged–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF47,994$2.31M0.3%+47,994New–
iShares Tr464288513IBOXX HI YD ETF26,715$2.17M0.3%+1,875+7.5%Added–
Kraneshares Trust500767306CSI CHI INTERNET50,000$2.10M0.3%00.0%Unchanged–
iShares Tr46435G334MSCI UK ETF NEW50,000$2.10M0.3%00.0%Unchanged–
SPDR Index Shs FDS78463X509ST PORT MARK ETF42,104$1.97M0.2%+477+1.1%Added–
PIMCO ETF Tr72201R30415+ YR US TIPS30,000$1.60M0.2%00.0%Unchanged–
VanEck ETF Trust92189F437FALLEN ANGEL HG50,000$1.49M0.2%00.0%Unchanged–
iShares Inc464286764MSCI SPAIN ETF30,000$1.49M0.2%00.0%Unchanged–
SPDR Series Trust78468R622ST BLOO HIGH ETF15,000$1.47M0.2%+10,000+200.0%Added–
iShares Inc464286806MSCI GERMANY ETF33,500$1.39M0.2%00.0%Unchanged–
iShares Inc46434G780MSCI SINGPOR ETF40,000$1.13M0.1%00.0%Unchanged–
PDDPDD Holdings Inc.SPONSORED ADS8,457$1.12M0.1%−3,880−31.5%ReducedHistory
iShares Inc464286103MSCI AUST ETF40,000$1.08M0.1%00.0%Unchanged–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF17,160$1.07M0.1%+17,160New–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,000$948.5K0.1%+5,000New–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF8,000$947.0K0.1%00.0%Unchanged–
CVNACarvana Co.CL A2,389$901.2K0.1%−347−12.7%ReducedHistory
CACCCredit Acceptance CorpCOM1,921$897.0K0.1%+742+62.9%AddedHistory
GEGeneral Electric CoStock2,976$895.2K0.1%−639−17.7%ReducedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF27,218$868.5K0.1%−42−0.2%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF3,000$845.6K0.1%00.0%Unchanged–
Global X FDS37950E259GB MSCI AR ETF12,000$837.1K0.1%00.0%Unchanged–
GBDCGolub Capital BDC, Inc.COM60,000$821.4K0.1%−30,000−33.3%ReducedHistory
VVisa Inc.Stock2,400$819.3K0.1%+234+10.8%AddedHistory
CPNGCoupang, Inc.CL A25,168$810.4K0.1%+3,568+16.5%AddedHistory
iShares MSCI India ETF46429B598ETF15,500$806.9K0.1%−19,500−55.7%Reduced–
CROXCrocs, Inc.COM9,436$788.4K0.1%+9,436NewHistory
Franklin Templeton ETF Tr35473P710FTSE SOUTH KOREA29,000$782.7K0.1%00.0%Unchanged–
VEEVVeeva Systems IncStock2,607$776.7K0.1%+506+24.1%AddedHistory
MCOMoodys CorpStock1,585$755.2K0.1%−40−2.5%ReducedHistory
ENSGEnsign Group, IncCOM4,341$750.0K0.1%+4,341NewHistory
WBDWarner Bros. Discovery, Inc.Stock37,228$727.1K0.1%−14,333−27.8%ReducedHistory
MELIMercadolibre IncCOM310$724.5K0.1%+79+34.2%AddedHistory
LPXLouisiana-Pacific CorpCOM7,224$641.8K0.1%−743−9.3%ReducedHistory
APPFAppfolio IncCOM CL A2,277$627.7K0.1%+83+3.8%AddedHistory
iShares Tr464288612INTRM GOV CR ETF5,723$614.9K0.1%+389+7.3%Added–
RGLDRoyal Gold IncStock2,915$584.7K0.1%+671+29.9%AddedHistory
Gmo ETF Trust90139K100US QUALITY ETF16,000$579.0K0.1%00.0%Unchanged–
CRHCRH Public Ltd CoORD4,657$558.4K0.1%+563+13.8%AddedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF16,216$549.6K0.1%+753+4.9%Added–
iShares Inc46434G830MSCI ITALY ETF10,000$519.5K0.1%00.0%Unchanged–
State Street SPDR S&P Software & Services ETF78464A599ETF2,600$514.2K0.1%00.0%Unchanged–
PMLPIMCO Municipal Income Fund IICOM64,352$509.0K0.1%+64,352NewHistory
iShares Inc46434G772MSCI TAIWAN ETF8,000$509.0K0.1%00.0%Unchanged–
HUMHumana IncStock1,922$500.0K0.1%+1,922NewHistory
NWSANews CorpCL A16,126$495.2K0.1%+4,959+44.4%AddedHistory
iShares Inc464286772MSCI STH KOR ETF6,110$489.4K0.1%00.0%Unchanged–
COFCapital One Financial CorpStock2,254$479.2K0.1%−58−2.5%ReducedHistory
IBITiShares Bitcoin Trust ETFETF7,363$478.6K0.1%00.0%UnchangedHistory
PCGPG&E CorpStock31,650$477.3K0.1%+6,144+24.1%AddedHistory
DARDarling Ingredients Inc.COM14,983$462.5K0.1%+14,983NewHistory
ILMNIllumina, Inc.COM4,866$462.1K0.1%+4,866NewHistory
iShares Inc464286640MSCI CHILE ETF14,000$461.4K0.1%00.0%Unchanged–
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,027$455.2K0.1%−306−13.1%ReducedHistory
MMDNYLI MacKay DefinedTerm Muni Opportunities FundCOM30,000$453.9K0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock1,664$453.8K0.1%+1,664NewHistory
iShares Inc464286749MSCI SWITZERLAND8,000$441.9K0.1%00.0%Unchanged–
iShares Tr46434V4070-5YR HI YL CP10,150$439.5K0.1%+513+5.3%Added–
Ea Series Trust02072L672STRIVE US SEMICO7,000$437.3K0.1%−2,000−22.2%Reduced–
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS5,330$435.4K0.1%+1,538+40.6%AddedHistory
PPLIPeople IncCOM NEW12,062$411.0K0.1%+3,305+37.7%AddedHistory
QRVOQorvo, Inc.Stock4,474$407.5K0.1%−36−0.8%ReducedHistory

Sold out since Q2 2025 (15)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Global Endowment Management, LP sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
Wix.com Ltd.92940WAD1NOTE 8/13,500$554.6K0.1%–
PMFPIMCO Municipal Income FundCOM60,000$478.8K0.1%History
CCKCrown Holdings, Inc.COM4,439$457.1K0.1%History
FOURShift4 Payments, Inc.CL A4,147$411.0K0.1%History
FAFirst Advantage CorpCOM23,107$383.8K0.1%History
ENVAEnova International, Inc.COM3,307$368.8K<0.1%History
OSCROscar Health, Inc.CL A16,214$347.6K<0.1%History
ESGREnstar Group LTDSHS928$312.1K<0.1%History
LRNStride, Inc.COM2,132$309.5K<0.1%History
ALLYAlly Financial Inc.Stock6,342$247.0K<0.1%History
IBKRInteractive Brokers Group, Inc.Stock4,276$236.9K<0.1%History
STLAStellantis N.V.SHS21,702$217.7K<0.1%History
BABAAlibaba Group Holding LtdADR1,909$216.5K<0.1%History
ULCCFrontier Group Holdings, Inc.COM54,707$198.6K<0.1%History
UPWKUpwork, IncCOM14,334$192.6K<0.1%History