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MIOT

Massachusetts Institute of Technology Portfolio holdings

AUM $577M
1-Year Est. Return 8.5%
This Fund
S&P 500
This Quarter Est. Return
-21.06%
1 Year Est. Return
+8.5%
3 Year Est. Return
+50.8%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$577M
AUM Growth
-$176M
Cap. Flow
-$19.8M
Cap. Flow %
-3.43%
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
–
Reduced
–
Closed
2

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
CRCL
Circle Internet Group
CRCL
+$16M
2
IOT icon
Samsara
IOT
+$3.81M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 94.81%
2 Industrials 5.19%
3 Financials 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPNG icon
1
Coupang
CPNG
$28.6B
$363M 62.93%
19,230,611
– –
CVNA icon
2
Carvana
CVNA
$45.9B
$182M 31.51%
2,891,500
– –
BOC icon
3
Boston Omaha
BOC
$434M
$28.6M 4.95%
2,444,473
– –
CRMT icon
4
America's Car Mart
CRMT
$27.9M
$2.13M 0.37%
167,404
– –
TXT icon
5
Textron
TXT
$16.7B
$1.4M 0.24%
16,000
– –
IOT icon
6
Samsara
IOT
$20.6B
– –
-107,455
Closed -$3.81M
CRCL
7
Circle Internet Group
CRCL
$16.3B
– –
-201,345
Closed -$16M

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SCM
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GAM
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BL
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IDA
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Massachusetts Institute of Technology's Q1 2026 Portfolio in Review

As of Q1 2026, Massachusetts Institute of Technology held 7 positions worth $577M, down 23% from $753M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Massachusetts Institute of Technology withdrew a net $19.8M in Q1 2026, closing 2 positions. Its most notable exit was Circle Internet Group, an estimated $16M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 95% of assets, up from 93% a quarter earlier, followed by Industrials and Financials.

  • Massachusetts Institute of Technology fully exited Circle Internet Group in Q1 2026, selling an estimated $16M.
  • Massachusetts Institute of Technology's ten largest holdings make up 100% of its $577M portfolio in Q1 2026.
  • Massachusetts Institute of Technology opened 0 new positions and closed 2 in Q1 2026.
  • Massachusetts Institute of Technology's portfolio value fell 23% quarter-over-quarter to $577M.

Based on Massachusetts Institute of Technology's 13F filing for Q1 2026, filed 13 May 2026.