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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
-7.04%
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
$416M
AUM Growth
+$241M
Cap. Flow
+$269M
Cap. Flow %
64.6%
Top 10 Hldgs %
83.32%
Holding
503
New
3
Increased
27
Reduced
1
Closed
472

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$58.1M
2
AAPL icon
Apple
AAPL
+$50.9M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$44.7M
4
MSFT icon
Microsoft
MSFT
+$42.1M
5
AMZN icon
Amazon
AMZN
+$28.8M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$102M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$314K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$199K
4
JPM icon
JPMorgan Chase
JPM
+$189K
5
LLY icon
Eli Lilly
LLY
+$184K

Sector Composition

Rank Sector Weight
1 Technology 59.32%
2 Communication Services 16.1%
3 Consumer Discretionary 10.79%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DD icon
151
DuPont de Nemours
DD
$18.7B
– –
-30
Closed -$3.62K
DDOG icon
152
Datadog
DDOG
$95.6B
– –
-69
Closed -$9.38K
DE icon
153
Deere & Co
DE
$162B
– –
-54
Closed -$25.1K
DECK icon
154
Deckers Outdoor
DECK
$13.6B
– –
-32
Closed -$3.32K
DELL icon
155
Dell
DELL
$262B
– –
-66
Closed -$8.31K
DG icon
156
Dollar General
DG
$28.1B
– –
-47
Closed -$6.24K
DGX icon
157
Quest Diagnostics
DGX
$25.9B
– –
-24
Closed -$4.17K
DHI icon
158
D.R. Horton
DHI
$40.7B
– –
-59
Closed -$8.5K
DHR icon
159
Danaher
DHR
$138B
– –
-136
Closed -$31.1K
DLR icon
160
Digital Realty Trust
DLR
$71.5B
– –
-69
Closed -$10.7K
DLTR icon
161
Dollar Tree
DLTR
$24.7B
– –
-41
Closed -$5.04K
DOC icon
162
Healthpeak Properties
DOC
$15.2B
– –
-150
Closed -$2.41K
DOV icon
163
Dover
DOV
$27.5B
– –
-29
Closed -$5.66K
DOW icon
164
Dow Inc
DOW
$21.7B
– –
-153
Closed -$3.58K
DPZ icon
165
Domino's
DPZ
$11.7B
– –
-7
Closed -$2.92K
DRI icon
166
Darden Restaurants
DRI
$23.7B
– –
-25
Closed -$4.6K
DTE icon
167
DTE Energy
DTE
$29.5B
– –
-44
Closed -$5.67K
DUK icon
168
Duke Energy
DUK
$98.4B
– –
-167
Closed -$19.6K
DVA icon
169
DaVita
DVA
$15.3B
– –
-8
Closed -$909
DVN icon
170
Devon Energy
DVN
$50.9B
– –
-136
Closed -$4.98K
DXCM icon
171
DexCom
DXCM
$28.8B
– –
-84
Closed -$5.58K
EA icon
172
Electronic Arts
EA
$52.9B
– –
-49
Closed -$10K
EBAY icon
173
eBay
EBAY
$50.4B
– –
-98
Closed -$8.54K
ECL icon
174
Ecolab
ECL
$78.6B
– –
-55
Closed -$14.4K
ED icon
175
Consolidated Edison
ED
$40.4B
– –
-77
Closed -$7.65K
5 6
7
8 9

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VM
Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return
SCP
Stevens Capital Partners Omaha, Nebraska $416M AUM 18.93% 1-Year Est. Return
SSC
Spruce Street Capital New York $416M AUM
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return
CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return
I
InceptionR Lafayette, California $415M AUM 17.85% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
SCMS
Serenity Capital Management (Singapore) Singapore $414M AUM 16.41% 1-Year Est. Return

Howard Hughes Medical Institute's Q1 2026 Portfolio in Review

As of Q1 2026, Howard Hughes Medical Institute held 503 positions worth $416M, up 138% from $175M the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Howard Hughes Medical Institute deployed $269M of net new capital in Q1 2026, opening 3 new positions and adding to 27 existing holdings. Its largest new stake was TSMC: 66,773 shares worth $22.6M.

By sector, the portfolio is most concentrated in Technology at 59% of assets, up from 2.5% a quarter earlier, followed by Communication Services and Consumer Discretionary.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $102M trimmed.

  • Howard Hughes Medical Institute's largest Q1 2026 buy was TSMC: 66,773 shares worth $22.6M.
  • Howard Hughes Medical Institute added most to NVIDIA in Q1 2026, an estimated $58.1M increase.
  • Howard Hughes Medical Institute's biggest Q1 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $102M.
  • Howard Hughes Medical Institute fully exited Alphabet (Google) Class C in Q1 2026, selling an estimated $314K.
  • Howard Hughes Medical Institute's ten largest holdings make up 83% of its $416M portfolio in Q1 2026.
  • Howard Hughes Medical Institute opened 3 new positions and closed 472 in Q1 2026.
  • Howard Hughes Medical Institute's portfolio value rose 138% quarter-over-quarter to $416M.

Based on Howard Hughes Medical Institute's 13F filing for Q1 2026, filed 15 May 2026.