Arkolith/Funds/Howard Hughes Medical Institute

Howard Hughes Medical Institute

CIK 810386Endowment / foundation
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Howard Hughes Medical Institute holds a focused book of 31 stocks worth $415.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Taiwan Semiconductor-SP ADR and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 14% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+9.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show HOWARD HUGHES MEDICAL INSTITUTE's latest
holdings, largest changes, and filing provenance.
Opened
3
new positions
Added to
27
existing
Trimmed
1
reduced
Sold out
472
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+9.4%
+9.9%/yr · since Aug '25
Their reported book
+20.5%
held from quarter-end
S&P 500
+15.8%
same window
$10K$10K$11K$12K$12KAug '25Oct '25Dec '25Mar '26May '26Jul '26
Howard Hughes Medical Institute (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +20.5%, a 11.1-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 the ~45-day reporting lag, 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.

Concentration

Top-heavy: focused book

Top 5 holdings
58%
Top 10 holdings
83%
Top 20 holdings
94%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

86% mapped to company sectors

Information Technology
71%
ETF / fund or unclassified
14%
Consumer Discretionary
11%
Industrials
2%
Communication Services
2%
Consumer Staples
0%
Financials
0%
Utilities
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Howard Hughes Medical Institute

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 31$2.2T
STATE STREET CORP80 / 31$1.2T
FMR LLC80 / 31$756.0B
MORGAN STANLEY80 / 31$499.2B
JPMORGAN CHASE & CO80 / 31$492.4B
PRICE T ROWE ASSOCIATES INC /MD/80 / 31$355.2B
BANK OF AMERICA CORP /DE/80 / 31$293.7B
NORTHERN TRUST CORP80 / 31$293.3B

Ranked by how many of Howard Hughes Medical Institute's top 31 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

31 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$57.4M88.2K
13.8%
−63%
Reduced · −150K sh
2Nvidia Corporation
COM
$56.2M322.1K
13.5%
62×
Added · +317K sh
3Apple Inc
COM
$50.4M198.8K
12.1%
62×
Added · +196K sh
4Alphabet Inc
CAP STK CL A
$41.3M143.7K
9.9%
115×
Added · +142K sh
5Microsoft Corp
COM
$37.9M102.3K
9.1%
64×
Added · +101K sh
6Amazon Com Inc
COM
$27.7M132.9K
6.7%
63×
Added · +131K sh
7Taiwan Semiconductor Manufac
SPONSORED ADS
$22.6M66.8K
5.4%
New
New position
8Broadcom Inc
COM
$20.1M65.0K
4.8%
64×
Added · +64K sh
9Meta Platforms Inc
CL A
$17.6M30.8K
4.2%
66×
Added · +30K sh
10Tesla Inc
COM
$15.3M41.2K
3.7%
68×
Added · +41K sh
11ASML Hldg NV
N Y REGISTRY SHS
$7.1M5.4K
1.7%
New
New position
12Netflix Inc.
COM
$5.6M58.7K
1.4%
64×
Added · +58K sh
13Micron Technology Inc
COM
$5.3M15.7K
1.3%
65×
Added · +15K sh
14Advanced Micro Devices Inc
COM
$4.6M22.6K
1.1%
65×
Added · +22K sh
15Palantir Technologies Inc
CL A
$4.5M30.8K
1.1%
63×
Added · +30K sh
16Cisco Sys Inc
COM
$3.9M50.3K
0.9%
59×
Added · +49K sh
17Applied Matls Inc
COM
$3.8M11.0K
0.9%
64×
Added · +11K sh
18Lam Research Corp
COM NEW
$3.7M17.4K
0.9%
64×
Added · +17K sh
19Oracle Corp
COM
$3.5M23.9K
0.8%
66×
Added · +23K sh
20International Business Machs
COM
$3.2M13.0K
0.8%
65×
Added · +13K sh
21Kla Corp
COM NEW
$2.7M1.8K
0.6%
65×
Added · +2K sh
22Sap SE
SPON ADR
$2.5M14.9K
0.6%
New
New position
23Intel Corp
COM
$2.5M57.1K
0.6%
59×
Added · +56K sh
24Texas Instrs Inc
COM
$2.5M12.6K
0.6%
65×
Added · +12K sh
25Disney Walt Co
COM
$2.4M24.7K
0.6%
64×
Added · +24K sh
26Salesforce Inc
COM
$2.4M12.6K
0.6%
62×
Added · +12K sh
27Uber Technologies Inc
COM
$2.1M28.9K
0.5%
65×
Added · +28K sh
28Qualcomm Inc
COM
$1.9M14.8K
0.5%
64×
Added · +15K sh
29Booking Holdings Inc
COM
$1.9M444
0.4%
63×
Added · +437 sh
30Accenture PLC Ireland
SHS CLASS A
$1.7M8.6K
0.4%
64×
Added · +8K sh
31Intuit
COM
$1.6M3.8K
0.4%
63×
Added · +4K sh
Showing all 31 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202631$415.8M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026500$174.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025500$170.6M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025501$250.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.