Howard Hughes Medical Institute holds a focused book of 30 reported positions worth $445.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). Their largest long position is Nvidia Corp at 14% of the reported non-option book. Cloning the disclosed picks since 2025 would be +19% (+17.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +27.8%, a 8.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Howard Hughes Medical Institute's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
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Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Howard Hughes Medical Institute
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 3 / 30 | $4.4B |
| BlueSpruce Investments, LP | 8 / 30 | $639.5M |
| Voyager Global Management LP | 7 / 30 | $3.5B |
| Palidye Holdings (Caymans) Ltd | 3 / 30 | $532.2M |
| Uhlmann Price Securities, LLC | 22 / 30 | $2.4B |
| Prospect Hill Management, LLC | 8 / 30 | $230.8M |
| Draper Asset Management, LLC | 10 / 30 | $172.2M |
| Hoffman, Alan N Investment Management | 5 / 30 | $147.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Howard Hughes Medical Institute: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $64.4M | 322.1K | 14.5% | —Held | |
| 2 | Apple Inc COM | $57.5M | 198.8K | 12.9% | —Held | |
| 3 | Alphabet Inc CAP STK CL A | $51.3M | 143.7K | 11.5% | —Held | |
| 4 | Microsoft Corp COM | $38.2M | 102.3K | 8.6% | —Held | |
| 5 | Taiwan Semiconductor Manufac SPONSORED ADS | $31.9M | 66.8K | 7.2% | —Held | |
| 6 | Amazon Com Inc COM | $31.7M | 132.9K | 7.1% | —Held | |
| 7 | Broadcom Inc COM | $24.6M | 65.0K | 5.5% | —Held | |
| 8 | Micron Technology Inc COM | $18.1M | 15.7K | 4.1% | —Held | |
| 9 | Meta Platforms Inc CL A | $17.3M | 30.8K | 3.9% | —Held | |
| 10 | Tesla Inc COM | $17.3M | 41.2K | 3.9% | —Held | |
| 11 | Advanced Micro Devices Inc COM | $13.1M | 22.6K | 3.0% | —Held | |
| 12 | ASML Hldg NV N Y REGISTRY SHS | $10.8M | 5.4K | 2.4% | —Held | |
| 13 | Intel Corp COM | $8.0M | 57.1K | 1.8% | —Held | |
| 14 | Applied Matls Inc COM | $7.9M | 11.0K | 1.8% | —Held | |
| 15 | Lam Research Corp COM NEW | $7.5M | 17.4K | 1.7% | —Held | |
| 16 | Cisco Sys Inc COM | $5.9M | 50.3K | 1.3% | —Held | |
| 17 | Kla Corp COM NEW | $5.5M | 18.3K | 1.2% | ▲10× Added · +16K sh | |
| 18 | Netflix Inc. COM | $4.2M | 58.7K | 0.9% | —Held | |
| 19 | Texas Instrs Inc COM | $3.8M | 12.6K | 0.8% | —Held | |
| 20 | International Business Machs COM | $3.7M | 13.0K | 0.8% | —Held | |
| 21 | Palantir Technologies Inc CL A | $3.6M | 30.8K | 0.8% | —Held | |
| 22 | Oracle Corp COM | $3.5M | 23.9K | 0.8% | —Held | |
| 23 | Qualcomm Inc COM | $2.7M | 14.8K | 0.6% | —Held | |
| 24 | Disney Walt Co COM | $2.4M | 24.7K | 0.5% | —Held | |
| 25 | Sap SE SPON ADR | $2.3M | 14.9K | 0.5% | —Held | |
| 26 | Uber Technologies Inc COM | $2.1M | 28.9K | 0.5% | —Held | |
| 27 | Booking Holdings Inc COM | $2.0M | 11.1K | 0.4% | ▲25× Added · +11K sh | |
| 28 | Salesforce Inc COM | $2.0M | 12.6K | 0.4% | —Held | |
| 29 | Accenture PLC Ireland SHS CLASS A | $1.1M | 8.6K | 0.2% | —Held | |
| 30 | Intuit COM | $990K | 3.8K | 0.2% | —Held |
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Use Arkolith to show HOWARD HUGHES MEDICAL INSTITUTE's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.