Arkolith/Funds/Trustees Of The University Of Pennsylvania

Trustees Of The University Of Pennsylvania

CIK 351083Endowment / foundation
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Trustees Of The University Of Pennsylvania holds a concentrated book of 5 stocks worth $104.2M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Cerebras Systems Inc - A and trimmed Karman Holdings Inc. Their largest long position is Karman Holdings Inc at 79% of the equity book.

Opened
2
bought for the first time
Added to
0
already held, bought more
no adds
Sold out
1
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

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

Direct sector allocation

100% mapped to company sectors

Industrials
79%
Information Technology
11%
Materials
10%
Consumer Staples
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 Trustees Of The University Of Pennsylvania

Manager / fundShared namesTheir $ in those
GEODE CAPITAL MANAGEMENT, LLC6 / 5$397.8M
Global Retirement Partners, LLC6 / 5$782K
Integrated Wealth Concepts LLC6 / 5$739K
Arax Advisory Partners6 / 5$675K
NewEdge Advisors, LLC6 / 5$536K
GAMMA Investing LLC6 / 5$166K
BlackRock, Inc.5 / 5$972.8M
STATE STREET CORP5 / 5$811.5M

Ranked by how many of Trustees Of The University Of Pennsylvania's top 5 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.

5 positions
#SecurityValueShares% PortLast moveHistory
1Karman Holdings Inc
COM
$82.5M1.65M
79.1%
−15%
Reduced · −300K sh
2USA Rare Earth Inc
COM
$10.6M493.1K
10.2%
−90%
Reduced · −4.4M sh
3Cerebras Systems Inc
COM
$7.1M32.1K
6.8%
New
New position
4Intuitive Machines Inc
COM
$3.9M180.0K
3.7%
−94%
Reduced · −3.1M sh
5Amprius Technologies Inc
COM
$151K10.9K
0.1%
New
New position
Showing all 5 positions
Build

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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 20265$104.2M13F-HR
Q1 2026Mar 31, 2026May 14, 20264$296.8M13F-HR
Q4 2025Dec 31, 2025Feb 6, 20263$203.6M13F-HR
Q3 2024Sep 30, 2024Nov 14, 20243$28.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.