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Global Endowment Management, LP

SEC CIK
0001512237
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
138
+10 vs. Q3 2025
Portfolio value
$801.1M
+$2.51M (+0.3%) vs. Q3 2025
Filed
Feb 13, 2026
SEC
Holdings of Global Endowment Management, LP in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Total Bond Market ETF921937835ETF1,879,532$139.2M17.4%−57,263−3.0%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF281,603$94.4M11.8%−25,536−8.3%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F1,191,840$89.9M11.2%+9,968+0.8%Added–
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI502,455$46.5M5.8%+124,428+32.9%Added–
Vanguard Total World Stock ETF922042742ETF329,171$46.4M5.8%+14,420+4.6%Added–
GOOGLAlphabet Inc.Stock100,042$31.3M3.9%−1,917−1.9%ReducedHistory
MSFTMicrosoft CorpStock50,677$24.5M3.1%+2,039+4.2%AddedHistory
NVDANVIDIA CorpStock124,579$23.2M2.9%+3,641+3.0%AddedHistory
AAPLApple Inc.Stock79,258$21.5M2.7%+2,246+2.9%AddedHistory
TXOTXO Partners, L.P.COM UNIT1,868,298$19.9M2.5%−817,719−30.4%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF28,852$19.7M2.5%+5,525+23.7%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF298,000$16.0M2.0%00.0%Unchanged–
iShares Tr464288182MSCI AC ASIA ETF165,409$15.4M1.9%−169−0.1%Reduced–
Vanguard S&P 500 ETF922908363ETF24,463$15.3M1.9%−221−0.9%Reduced–
iShares Tr464287739U.S. REAL ES ETF158,940$14.9M1.9%+22,860+16.8%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF141,206$14.1M1.8%+291+0.2%Added–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR396,000$13.1M1.6%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF363,887$9.79M1.2%−11,235−3.0%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF61,592$9.53M1.2%−1,702−2.7%Reduced–
iShares Inc46434G822MSCI JAPAN ETF112,581$9.09M1.1%+26,907+31.4%Added–
iShares Tips Bond ETF464287176ETF74,381$8.18M1.0%00.0%Unchanged–
DJPBarclays Bank PLCDJUBS CMDT ETN36151,240$5.69M0.7%+11,908+8.5%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF50,000$4.29M0.5%−5,000−9.1%Reduced–
BRK.BBerkshire Hathaway IncStock7,925$3.98M0.5%−354−4.3%ReducedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF89,674$3.98M0.5%+4,408+5.2%Added–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF148,581$3.83M0.5%+29,137+24.4%Added–
Morgan Stanley ETF Trust61774R205CALVERT US LARCP42,101$3.55M0.4%−345−0.8%Reduced–
SPDR Series Trust78468R622ST BLOO HIGH ETF35,550$3.46M0.4%+20,550+137.0%Added–
Vanguard Real Estate ETF922908553ETF38,000$3.36M0.4%00.0%Unchanged–
iShares Tr4642874571 3 YR TREAS BD40,000$3.31M0.4%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF48,000$3.00M0.4%00.0%Unchanged–
AMZNAmazon Com IncStock12,478$2.88M0.4%−9,884−44.2%ReducedHistory
Vanguard Total International Bond ETF92203J407ETF56,764$2.74M0.3%+196+0.3%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS44,700$2.68M0.3%00.0%Unchanged–
Kraneshares Trust500767306CSI CHI INTERNET77,000$2.62M0.3%+27,000+54.0%Added–
Vanguard Long-Term Treasury ETF92206C847ETF46,770$2.61M0.3%00.0%Unchanged–
iShares Tr4642886613 7 YR TREAS BD20,000$2.39M0.3%00.0%Unchanged–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF49,674$2.38M0.3%+1,680+3.5%Added–
iShares Tr46435G334MSCI UK ETF NEW50,000$2.20M0.3%00.0%Unchanged–
iShares Tr464288513IBOXX HI YD ETF26,715$2.15M0.3%00.0%Unchanged–
METAMeta Platforms, Inc.Stock3,177$2.10M0.3%−4,520−58.7%ReducedHistory
DBCInvesco DB Commodity Index Tracking FundUNIT87,862$1.97M0.2%−36,390−29.3%ReducedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF41,231$1.93M0.2%−873−2.1%Reduced–
iShares Inc464286764MSCI SPAIN ETF30,000$1.62M0.2%00.0%Unchanged–
PIMCO ETF Tr72201R30415+ YR US TIPS30,000$1.55M0.2%00.0%Unchanged–
VanEck ETF Trust92189F437FALLEN ANGEL HG50,000$1.47M0.2%00.0%Unchanged–
iShares Inc464286806MSCI GERMANY ETF33,500$1.42M0.2%00.0%Unchanged–
AVGOBroadcom Inc.Stock3,646$1.26M0.2%+3,646NewHistory
SPDR Index Shs FDS78463X202ST STR EU 50 ETF17,160$1.10M0.1%00.0%Unchanged–
iShares Tr46429B507MSCI IRELAND ETF15,000$1.10M0.1%+15,000New–
iShares Inc46434G780MSCI SINGPOR ETF40,000$1.10M0.1%00.0%Unchanged–
iShares Inc464286103MSCI AUST ETF40,000$1.05M0.1%00.0%Unchanged–
State Street Industrial Select Sector SPDR ETF81369Y704ETF6,500$1.01M0.1%+6,500New–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,000$958.0K0.1%00.0%Unchanged–
GBDCGolub Capital BDC, Inc.COM70,000$950.0K0.1%+10,000+16.7%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF8,000$942.0K0.1%00.0%Unchanged–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF11,731$941.0K0.1%+11,731New–
CROXCrocs, Inc.COM10,915$933.0K0.1%+1,479+15.7%AddedHistory
Franklin Templeton ETF Tr35473P710FTSE SOUTH KOREA29,000$929.0K0.1%00.0%Unchanged–
Global X FDS37950E259GB MSCI AR ETF10,000$914.0K0.1%−2,000−16.7%Reduced–
iShares Inc464286772MSCI STH KOR ETF9,000$875.0K0.1%+2,890+47.3%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF6,000$864.0K0.1%00.0%UnchangedConverted for a 2-for-1 split–
Schwab U.S. Large-Cap Growth ETF808524300ETF26,100$851.0K0.1%−1,118−4.1%Reduced–
iShares MSCI India ETF46429B598ETF15,500$838.0K0.1%00.0%Unchanged–
CVNACarvana Co.CL A1,848$780.0K0.1%−541−22.6%ReducedHistory
PDDPDD Holdings Inc.SPONSORED ADS6,358$721.0K0.1%−2,099−24.8%ReducedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF20,230$684.0K0.1%+4,014+24.8%Added–
VVisa Inc.Stock1,949$684.0K0.1%−451−18.8%ReducedHistory
GEGeneral Electric CoStock2,142$660.0K0.1%−834−28.0%ReducedHistory
iShares Tr464288612INTRM GOV CR ETF5,868$630.0K0.1%+145+2.5%Added–
Gmo ETF Trust90139K100US QUALITY ETF16,000$615.0K0.1%00.0%Unchanged–
SYRESpyre Therapeutics, Inc.COM NEW18,184$596.0K0.1%00.0%UnchangedHistory
APGEApogee Therapeutics, Inc.COM7,797$589.0K0.1%00.0%UnchangedHistory
CACCCredit Acceptance CorpCOM1,312$582.0K0.1%−609−31.7%ReducedHistory
IBITiShares Bitcoin Trust ETFETF11,541$573.0K0.1%+4,178+56.7%AddedHistory
iShares Inc464286640MSCI CHILE ETF14,000$566.0K0.1%00.0%Unchanged–
RGLDRoyal Gold IncStock2,475$550.0K0.1%−440−15.1%ReducedHistory
iShares Tr46434V4070-5YR HI YL CP12,773$547.0K0.1%+2,623+25.8%Added–
iShares Inc46434G830MSCI ITALY ETF10,000$543.0K0.1%00.0%Unchanged–
iShares Tr464287184CHINA LG-CAP ETF14,000$536.0K0.1%+14,000New–
Invesco Exch Traded FD Tr II46138E800CHINA TECHNLGY10,000$520.0K0.1%+4,500+81.8%Added–
State Street SPDR S&P Regional Banking ETF78464A698ETF8,000$518.0K0.1%+8,000New–
iShares Inc46434G772MSCI TAIWAN ETF8,000$508.0K0.1%00.0%Unchanged–
State Street SPDR S&P Software & Services ETF78464A599ETF2,600$487.0K0.1%00.0%Unchanged–
PMLPIMCO Municipal Income Fund IICOM64,352$485.0K0.1%00.0%UnchangedHistory
CRHCRH Public Ltd CoORD3,846$480.0K0.1%−811−17.4%ReducedHistory
iShares Inc464286749MSCI SWITZERLAND8,000$480.0K0.1%00.0%Unchanged–
Ea Series Trust02072L672STRIVE US SEMICO7,000$480.0K0.1%00.0%Unchanged–
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS6,091$476.0K0.1%+761+14.3%AddedHistory
MMDNYLI MacKay DefinedTerm Muni Opportunities FundCOM30,000$446.0K0.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,429$434.0K0.1%+1,429NewHistory
LPXLouisiana-Pacific CorpCOM5,201$420.0K0.1%−2,023−28.0%ReducedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF5,000$418.0K0.1%00.0%Unchanged–
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF18,080$409.0K0.1%+3,525+24.2%Added–
ENSGEnsign Group, IncCOM2,258$393.0K<0.1%−2,083−48.0%ReducedHistory
WBDWarner Bros. Discovery, Inc.Stock13,556$391.0K<0.1%−23,672−63.6%ReducedHistory
MELIMercadolibre IncCOM192$387.0K<0.1%−118−38.1%ReducedHistory
Simplify Exchange Traded Fun82889N855SIMPLIFY INTERST8,000$383.0K<0.1%00.0%Unchanged–
ENVAEnova International, Inc.COM2,412$379.0K<0.1%+2,412NewHistory
HTGCHercules Capital, Inc.COM20,000$376.0K<0.1%+5,000+33.3%AddedHistory

Sold out since Q3 2025 (4)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Global Endowment Management, LP sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
GLDSPDR Gold TrustETF11,000$3.91M0.5%History
COFCapital One Financial CorpStock2,254$479.2K0.1%History
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,027$455.2K0.1%History
FICOFair Isaac CorpCOM232$347.2K<0.1%History