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Board of Trustees of The Leland Stanford Junior University Portfolio holdings

AUM $533M
1-Year Est. Return 65.58%
This Fund
S&P 500
This Quarter Est. Return
+3.96%
1 Year Est. Return
+65.58%
3 Year Est. Return
+141.73%
5 Year Est. Return
+93.46%
10 Year Est. Return
+1,196.58%
AUM
$716M
AUM Growth
-$2.19M
Cap. Flow
-$20.8M
Cap. Flow %
-2.91%
Top 10 Hldgs %
98.56%
Holding
28
New
5
Increased
5
Reduced
2
Closed
3

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$84.3M
2
PSNL icon
Personalis
PSNL
+$40.4M
3
BCEL
Atreca, Inc. Class A Common Stock
BCEL
+$7.89M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.02M
5
CRWD icon
CrowdStrike
CRWD
+$2.42M

Top Sells

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$95M
2
AR icon
Antero Resources
AR
+$59.1M
3
AM icon
Antero Midstream
AM
+$5.85M
4
DBX icon
Dropbox
DBX
+$2.34M
5
CVX icon
Chevron
CVX
+$246K

Sector Composition

Rank Sector Weight
1 Healthcare 11.83%
2 Technology 0.85%
3 Energy 0.53%
4 Communication Services 0.13%
5 Utilities 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AM icon
26
Antero Midstream
AM
$10.6B
– –
-424,621
Closed -$5.85M
AR icon
27
Antero Resources
AR
$11.5B
– –
-6,693,966
Closed -$59.1M
CVX icon
28
Chevron
CVX
$386B
– –
-2,000
Closed -$246K
1
2

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Board of Trustees of The Leland Stanford Junior University's Q2 2019 Portfolio in Review

As of Q2 2019, Board of Trustees of The Leland Stanford Junior University held 28 positions worth $716M, down 0.3% from $718M the previous quarter. Its ten largest holdings account for 99% of the portfolio.

Board of Trustees of The Leland Stanford Junior University's Q2 2019 filing shows 5 new, 5 increased, 2 reduced and 3 closed positions. Its largest new stake was Personalis: 1,427,219 shares worth $38.7M. The largest sale was iShares Core MSCI Emerging Markets ETF, an estimated $95M.

By sector, the portfolio is most concentrated in Healthcare at 12% of assets, up from 4.6% a quarter earlier, followed by Technology and Energy.

  • Board of Trustees of The Leland Stanford Junior University's largest Q2 2019 buy was Personalis: 1,427,219 shares worth $38.7M.
  • Board of Trustees of The Leland Stanford Junior University added most to State Street SPDR S&P 500 ETF Trust in Q2 2019, an estimated $84.3M increase.
  • Board of Trustees of The Leland Stanford Junior University's biggest Q2 2019 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $95M.
  • Board of Trustees of The Leland Stanford Junior University fully exited Antero Resources in Q2 2019, selling an estimated $59.1M.
  • Board of Trustees of The Leland Stanford Junior University's ten largest holdings make up 99% of its $716M portfolio in Q2 2019.
  • Board of Trustees of The Leland Stanford Junior University opened 5 new positions and closed 3 in Q2 2019.
  • Board of Trustees of The Leland Stanford Junior University's portfolio value fell 0.3% quarter-over-quarter to $716M.

Based on Board of Trustees of The Leland Stanford Junior University's 13F filing for Q2 2019, filed 12 Aug 2019.