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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
+1.27%
1 Year Est. Return
+8.5%
3 Year Est. Return
+50.8%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$738M
AUM Growth
–
Cap. Flow
+$764M
Cap. Flow %
103.49%
Top 10 Hldgs %
100%
Holding
10
New
10
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CPNG icon
Coupang
CPNG
+$456M
2
SNOW icon
Snowflake
SNOW
+$178M
3
HOOD icon
Robinhood
HOOD
+$82.9M
4
BOC icon
Boston Omaha
BOC
+$42.7M
5
TXT icon
Textron
TXT
+$1.19M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 64.55%
2 Technology 23.68%
3 Financials 6.52%
4 Industrials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPNG icon
1
Coupang
CPNG
$28.6B
$476M 64.47%
+16,198,116
New +$456M
SNOW icon
2
Snowflake
SNOW
$110B
$173M 23.42%
+510,261
New +$178M
HOOD icon
3
Robinhood
HOOD
$82B
$47.9M 6.49%
+2,695,861
New +$82.9M
BOC icon
4
Boston Omaha
BOC
$433M
$37.6M 5.09%
+1,307,786
New +$42.7M
TXT icon
5
Textron
TXT
$15.2B
$1.24M 0.17%
+16,000
New +$1.19M
SUMO
6
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
$748K 0.1%
+55,193
New +$857K
AAPL icon
7
Apple
AAPL
$4.54T
$605K 0.08%
+3,407
New +$538K
MQ icon
8
Marqeta
MQ
$1.76B
$549K 0.07%
+7,996
New +$715K
DADA
9
DELISTED
Dada Nexus
DADA
$548K 0.07%
+41,671
New +$804K
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.13T
$241K 0.03%
+805
New +$231K

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Massachusetts Institute of Technology's Q4 2021 Portfolio in Review

Q4 2021 is the first quarter with a 13F filing on record for Massachusetts Institute of Technology, which disclosed 10 positions worth $738M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Coupang: 16,198,116 shares worth $476M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 65% of assets, followed by Technology and Financials.

  • Massachusetts Institute of Technology's largest Q4 2021 buy was Coupang: 16,198,116 shares worth $476M.
  • Massachusetts Institute of Technology's ten largest holdings make up 100% of its $738M portfolio in Q4 2021.
  • Massachusetts Institute of Technology disclosed 10 positions in Q4 2021, its first 13F filing on record.

Based on Massachusetts Institute of Technology's 13F filing for Q4 2021, filed 14 Feb 2022.