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Global Endowment Management, LP

SEC CIK
0001512237
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
126
−12 vs. Q4 2025
Portfolio value
$896.1M
+$95.0M (+11.9%) vs. Q4 2025
Filed
May 14, 2026
SEC
Holdings of Global Endowment Management, LP in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Total World Stock ETF922042742ETF1,018,695$140.9M15.7%+689,524+209.5%Added–
Vanguard Star FDS921909768VG TL INTL STK F1,439,639$111.0M12.4%+247,799+20.8%Added–
Vanguard Total Bond Market ETF921937835ETF1,491,319$109.8M12.3%−388,213−20.7%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF334,452$107.3M12.0%+52,849+18.8%Added–
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI436,557$41.8M4.7%−65,898−13.1%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF334,661$33.2M3.7%+193,455+137.0%Added–
GOOGLAlphabet Inc.Stock100,042$28.8M3.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock124,579$21.7M2.4%00.0%UnchangedHistory
AAPLApple Inc.Stock79,258$20.1M2.2%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF29,841$19.4M2.2%+989+3.4%AddedHistory
iShares Tr464287739U.S. REAL ES ETF204,000$19.3M2.2%+45,060+28.4%Added–
MSFTMicrosoft CorpStock50,073$18.5M2.1%−604−1.2%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF298,000$16.1M1.8%00.0%Unchanged–
iShares Tr464288182MSCI AC ASIA ETF157,970$15.2M1.7%−7,439−4.5%Reduced–
Vanguard S&P 500 ETF922908363ETF25,270$15.1M1.7%+807+3.3%Added–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR396,000$14.0M1.6%00.0%UnchangedHistory
iShares Tips Bond ETF464287176ETF100,485$11.1M1.2%+26,104+35.1%Added–
iShares Inc46434G822MSCI JAPAN ETF123,377$10.4M1.2%+10,796+9.6%Added–
Schwab U.S. Large-Cap ETF808524201ETF387,945$9.95M1.1%+24,058+6.6%Added–
DJPBarclays Bank PLCDJUBS CMDT ETN36198,685$9.56M1.1%+47,445+31.4%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF61,592$9.03M1.0%00.0%Unchanged–
Morgan Stanley ETF Trust61774R205CALVERT US LARCP61,692$4.94M0.6%+19,591+46.5%Added–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF105,046$4.80M0.5%+15,372+17.1%Added–
VanEck ETF Trust92189F106GOLD MINERS ETF50,000$4.59M0.5%00.0%Unchanged–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF170,255$4.36M0.5%+21,674+14.6%Added–
TXOTXO Partners, L.P.COM UNIT333,822$4.20M0.5%−1,534,476−82.1%ReducedHistory
BRK.BBerkshire Hathaway IncStock7,925$3.80M0.4%00.0%UnchangedHistory
SPDR Series Trust78468R622ST BLOO HIGH ETF35,550$3.40M0.4%00.0%Unchanged–
iShares Tr4642874571 3 YR TREAS BD40,000$3.30M0.4%00.0%Unchanged–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF68,254$3.25M0.4%+18,580+37.4%Added–
Vanguard Ftse Developed Markets ETF921943858ETF48,000$3.08M0.3%00.0%Unchanged–
Vanguard Total International Bond ETF92203J407ETF60,287$2.90M0.3%+3,523+6.2%Added–
Vanguard Real Estate ETF922908553ETF31,900$2.83M0.3%−6,100−16.1%Reduced–
DBCInvesco DB Commodity Index Tracking FundUNIT92,547$2.68M0.3%+4,685+5.3%AddedHistory
AMZNAmazon Com IncStock12,650$2.63M0.3%+172+1.4%AddedHistory
iShares Tr4642886613 7 YR TREAS BD20,000$2.37M0.3%00.0%Unchanged–
iShares Tr46435G334MSCI UK ETF NEW50,000$2.28M0.3%00.0%Unchanged–
Kraneshares Trust500767306CSI CHI INTERNET77,000$2.19M0.2%00.0%Unchanged–
iShares Tr464288513IBOXX HI YD ETF26,715$2.13M0.2%00.0%Unchanged–
SPDR Index Shs FDS78463X509ST PORT MARK ETF44,805$2.10M0.2%+3,574+8.7%Added–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF25,000$2.06M0.2%+20,000+400.0%Added–
METAMeta Platforms, Inc.Stock3,327$1.90M0.2%+150+4.7%AddedHistory
iShares Inc464286764MSCI SPAIN ETF30,000$1.63M0.2%00.0%Unchanged–
WisdomTree Tr97717W851JAPN HEDGE EQT10,000$1.59M0.2%+10,000New–
VanEck ETF Trust92189F437FALLEN ANGEL HG50,000$1.44M0.2%00.0%Unchanged–
Franklin Templeton ETF Tr35473P710FTSE SOUTH KOREA33,895$1.35M0.2%+4,895+16.9%Added–
iShares Inc464286806MSCI GERMANY ETF33,500$1.33M0.1%00.0%Unchanged–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF37,054$1.24M0.1%+16,824+83.2%Added–
iShares Inc464286103MSCI AUST ETF40,000$1.11M0.1%00.0%Unchanged–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF17,160$1.06M0.1%00.0%Unchanged–
State Street Industrial Select Sector SPDR ETF81369Y704ETF6,500$1.05M0.1%00.0%Unchanged–
iShares Tr46429B507MSCI IRELAND ETF15,000$1.03M0.1%00.0%Unchanged–
PIMCO ETF Tr72201R30415+ YR US TIPS20,000$1.02M0.1%−10,000−33.3%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF12,914$988.0K0.1%+1,183+10.1%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,000$960.0K0.1%00.0%Unchanged–
SYRESpyre Therapeutics, Inc.COM NEW18,184$917.0K0.1%00.0%UnchangedHistory
CROXCrocs, Inc.COM10,915$906.0K0.1%00.0%UnchangedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF8,000$887.0K0.1%00.0%Unchanged–
GBDCGolub Capital BDC, Inc.COM70,000$886.0K0.1%00.0%UnchangedHistory
iShares Inc46434G780MSCI SINGPOR ETF30,000$847.0K0.1%−10,000−25.0%Reduced–
AVGOBroadcom Inc.Stock2,722$842.0K0.1%−924−25.3%ReducedHistory
iShares MSCI India ETF46429B598ETF15,500$726.0K0.1%00.0%Unchanged–
APGEApogee Therapeutics, Inc.COM7,797$656.0K0.1%00.0%UnchangedHistory
Global X FDS37950E259GB MSCI AR ETF7,000$653.0K0.1%−3,000−30.0%Reduced–
DBX ETF Tr233051879XTRACK HRVST CSI20,000$653.0K0.1%+10,000+100.0%Added–
PDDPDD Holdings Inc.SPONSORED ADS6,358$650.0K0.1%00.0%UnchangedHistory
iShares Tr464288612INTRM GOV CR ETF5,769$615.0K0.1%−99−1.7%Reduced–
AGIAlamos Gold IncStock13,738$610.0K0.1%+13,738NewHistory
iShares Tr464287515EXPANDED TECH7,500$600.0K0.1%+7,500New–
Gmo ETF Trust90139K100US QUALITY ETF16,000$579.0K0.1%00.0%Unchanged–
DARDarling Ingredients Inc.COM9,344$578.0K0.1%+122+1.3%AddedHistory
iShares Inc464286640MSCI CHILE ETF14,000$557.0K0.1%00.0%Unchanged–
Schwab U.S. Large-Cap Growth ETF808524300ETF18,368$535.0K0.1%−7,732−29.6%Reduced–
iShares Inc46434G830MSCI ITALY ETF10,000$534.0K0.1%00.0%Unchanged–
State Street Technology Select Sector SPDR ETF81369Y803ETF4,000$532.0K0.1%−2,000−33.3%Reduced–
CACCCredit Acceptance CorpCOM1,249$529.0K0.1%−63−4.8%ReducedHistory
CPNGCoupang, Inc.CL A27,185$513.0K0.1%+12,945+90.9%AddedHistory
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS6,915$512.0K0.1%+824+13.5%AddedHistory
Ea Series Trust02072L672STRIVE US SEMICO7,000$504.0K0.1%00.0%Unchanged–
iShares Tr464287184CHINA LG-CAP ETF14,000$503.0K0.1%00.0%Unchanged–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF8,000$501.0K0.1%+4,000+100.0%Added–
iShares Inc464286772MSCI STH KOR ETF4,000$492.0K0.1%−5,000−55.6%Reduced–
PMLPIMCO Municipal Income Fund IICOM64,352$487.0K0.1%00.0%UnchangedHistory
VEEVVeeva Systems IncStock2,757$484.0K0.1%+1,368+98.5%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,429$483.0K0.1%00.0%UnchangedHistory
CVNACarvana Co.CL A1,509$474.0K0.1%−339−18.3%ReducedHistory
iShares Inc464286749MSCI SWITZERLAND8,000$470.0K0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E800CHINA TECHNLGY10,000$460.0K0.1%00.0%Unchanged–
ENSGEnsign Group, IncCOM2,258$455.0K0.1%00.0%UnchangedHistory
CRHCRH Public Ltd CoORD4,311$453.0K0.1%+465+12.1%AddedHistory
APPFAppfolio IncCOM CL A2,859$451.0K0.1%+1,256+78.4%AddedHistory
MMDNYLI MacKay DefinedTerm Muni Opportunities FundCOM30,000$446.0K<0.1%00.0%UnchangedHistory
IBITiShares Bitcoin Trust ETFETF11,541$443.0K<0.1%00.0%UnchangedHistory
MELIMercadolibre IncCOM250$432.0K<0.1%+58+30.2%AddedHistory
State Street SPDR S&P Regional Banking ETF78464A698ETF6,000$391.0K<0.1%−2,000−25.0%Reduced–
Global X Uranium ETF37954Y871ETF8,000$387.0K<0.1%00.0%Unchanged–
GEGeneral Electric CoStock1,349$383.0K<0.1%−793−37.0%ReducedHistory
ENVAEnova International, Inc.COM2,811$382.0K<0.1%+399+16.5%AddedHistory
LPXLouisiana-Pacific CorpCOM5,201$378.0K<0.1%00.0%UnchangedHistory
VVisa Inc.Stock1,228$371.0K<0.1%−721−37.0%ReducedHistory

Sold out since Q4 2025 (19)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Global Endowment Management, LP sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
Vanguard Scottsdale FDS92206C706INTER TERM TREAS44,700$2.68M0.3%–
Vanguard Long-Term Treasury ETF92206C847ETF46,770$2.61M0.3%–
RGLDRoyal Gold IncStock2,475$550.0K0.1%History
iShares Inc46434G772MSCI TAIWAN ETF8,000$508.0K0.1%–
State Street SPDR S&P Software & Services ETF78464A599ETF2,600$487.0K0.1%–
Simplify Exchange Traded Fun82889N855SIMPLIFY INTERST8,000$383.0K<0.1%–
PPLIPeople IncCOM NEW9,088$355.0K<0.1%History
USOUnited States Oil Fund, LPUNITS5,000$346.0K<0.1%History
SPDR Series Trust78468R556SP O&G EXPL PRO2,700$341.0K<0.1%–
NWSANews CorpCL A11,280$295.0K<0.1%History
ICEIntercontinental Exchange, Inc.Stock1,635$265.0K<0.1%History
MCOMoodys CorpStock499$255.0K<0.1%History
INTUIntuit Inc.Stock379$251.0K<0.1%History
MRSHMarsh & McLennan Companies, Inc.Stock1,352$251.0K<0.1%History
WATWaters CorpCOM655$249.0K<0.1%History
BDXBecton Dickinson & CoStock1,218$236.0K<0.1%History
FLUTFlutter Entertainment plcSHS1,094$235.0K<0.1%History
Kraneshares Tr500767553CALIFORNIA CARB13,389$225.0K<0.1%–
ALITAlight, Inc. / DelawareCOM CL A93,980$183.0K<0.1%History