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HHMI

Howard Hughes Medical Institute Portfolio holdings

AUM $416M
1-Year Est. Return 13.82%
This Fund
S&P 500
This Quarter Est. Return
+10.63%
1 Year Est. Return
+13.82%
3 Year Est. Return
+59.34%
5 Year Est. Return
+48.21%
10 Year Est. Return
+227.75%
AUM
$251M
AUM Growth
+$48.7M
Cap. Flow
+$25.5M
Cap. Flow %
10.17%
Top 10 Hldgs %
97.11%
Holding
502
New
500
Increased
1
Reduced
–
Closed
1

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$15.6M
2
MSFT icon
Microsoft
MSFT
+$700K
3
NVDA icon
NVIDIA
NVDA
+$665K
4
AAPL icon
Apple
AAPL
+$653K
5
AMZN icon
Amazon
AMZN
+$403K

Top Sells

Rank Stock Value
1
BIOA
BioAge Labs
BIOA
+$428K

Sector Composition

Rank Sector Weight
1 Technology 1.55%
2 Financials 0.62%
3 Consumer Discretionary 0.47%
4 Communication Services 0.44%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BG icon
451
Bunge Global
BG
$21.5B
$2.25K ﹤0.01%
+28
New +$2.2K
GL icon
452
Globe Life
GL
$13.8B
$2.24K ﹤0.01%
+18
New +$2.19K
SWK icon
453
Stanley Black & Decker
SWK
$15.5B
$2.24K ﹤0.01%
+33
New +$2.13K
KMX icon
454
CarMax
KMX
$8.33B
$2.22K ﹤0.01%
+33
New +$2.22K
SOLV icon
455
Solventum
SOLV
$14.5B
$2.2K ﹤0.01%
+29
New +$2.05K
RL icon
456
Ralph Lauren
RL
$23.6B
$2.19K ﹤0.01%
+8
New +$1.98K
UHS icon
457
Universal Health Services
UHS
$10.2B
$2.17K ﹤0.01%
+12
New +$2.17K
AIZ icon
458
Assurant
AIZ
$13.9B
$2.17K ﹤0.01%
+11
New +$2.16K
SJM icon
459
J.M. Smucker
SJM
$12.7B
$2.16K ﹤0.01%
+22
New +$2.42K
PNW icon
460
Pinnacle West Capital
PNW
$12.2B
$2.15K ﹤0.01%
+24
New +$2.19K
EPAM icon
461
EPAM Systems
EPAM
$5.17B
$2.12K ﹤0.01%
+12
New +$2.01K
CAG icon
462
Conagra Brands
CAG
$7.16B
$2.11K ﹤0.01%
+103
New +$2.41K
BXP icon
463
Boston Properties
BXP
$10.8B
$2.09K ﹤0.01%
+31
New +$2.06K
LKQ icon
464
LKQ Corp
LKQ
$6.25B
$2.07K ﹤0.01%
+56
New +$2.23K
HAS icon
465
Hasbro
HAS
$13.4B
$2.07K ﹤0.01%
+28
New +$1.77K
MRNA icon
466
Moderna
MRNA
$25.4B
$2.01K ﹤0.01%
+73
New +$1.92K
IPG
467
DELISTED
Interpublic Group of Companies
IPG
$1.96K ﹤0.01%
+80
New +$1.95K
HII icon
468
Huntington Ingalls Industries
HII
$12.9B
$1.93K ﹤0.01%
+8
New +$1.79K
NCLH icon
469
Norwegian Cruise Line
NCLH
$8.69B
$1.93K ﹤0.01%
+95
New +$1.7K
HSIC icon
470
Henry Schein
HSIC
$10.1B
$1.9K ﹤0.01%
+26
New +$1.79K
DAY
471
DELISTED
Dayforce
DAY
$1.88K ﹤0.01%
+34
New +$1.94K
HRL icon
472
Hormel Foods
HRL
$13.4B
$1.88K ﹤0.01%
+62
New +$1.87K
EMN icon
473
Eastman Chemical
EMN
$8.29B
$1.79K ﹤0.01%
+24
New +$1.89K
MKTX icon
474
MarketAxess Holdings
MKTX
$5.72B
$1.79K ﹤0.01%
+8
New +$1.76K
WYNN icon
475
Wynn Resorts
WYNN
$10.6B
$1.78K ﹤0.01%
+19
New +$1.61K
17 18
19
20 21

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ACM
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MCM
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Howard Hughes Medical Institute's Q2 2025 Portfolio in Review

As of Q2 2025, Howard Hughes Medical Institute held 502 positions worth $251M, up 24% from $202M the previous quarter. Its ten largest holdings account for 97% of the portfolio.

Howard Hughes Medical Institute deployed $25.5M of net new capital in Q2 2025, opening 500 new positions and adding to 1 existing holding. Its largest new stake was Microsoft: 1,611 shares worth $801K.

By sector, the portfolio is most concentrated in Technology at 1.6% of assets, followed by Financials and Consumer Discretionary.

On the sell side, the most notable exit was BioAge Labs, an estimated $428K sold.

  • Howard Hughes Medical Institute's largest Q2 2025 buy was Microsoft: 1,611 shares worth $801K.
  • Howard Hughes Medical Institute added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $15.6M increase.
  • Howard Hughes Medical Institute fully exited BioAge Labs in Q2 2025, selling an estimated $428K.
  • Howard Hughes Medical Institute's ten largest holdings make up 97% of its $251M portfolio in Q2 2025.
  • Howard Hughes Medical Institute opened 500 new positions and closed 1 in Q2 2025.
  • Howard Hughes Medical Institute's portfolio value rose 24% quarter-over-quarter to $251M.

Based on Howard Hughes Medical Institute's 13F filing for Q2 2025, filed 14 Aug 2025.