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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
+38.85%
1 Year Est. Return
+8.5%
3 Year Est. Return
+50.8%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$996M
AUM Growth
+$288M
Cap. Flow
+$42.6M
Cap. Flow %
4.27%
Top 10 Hldgs %
100%
Holding
10
New
4
Increased
–
Reduced
1
Closed
3

Top Buys

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$174M
2
IOT icon
Samsara
IOT
+$30.3M
3
NNI icon
Nelnet
NNI
+$22M
4
NVDA icon
NVIDIA
NVDA
+$1.68M

Top Sells

Rank Stock Value
1
CPNG icon
Coupang
CPNG
+$144M
2
NU icon
Nu Holdings
NU
+$21.7M
3
RBRK icon
Rubrik
RBRK
+$11.1M
4
WRBY icon
Warby Parker
WRBY
+$8.17M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 90.88%
2 Industrials 3.58%
3 Technology 3.15%
4 Financials 2.4%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPNG icon
1
Coupang
CPNG
$28.7B
$691M 69.46%
23,078,672
-5,625,003
-20% -$144M
CVNA icon
2
Carvana
CVNA
$76.4B
$213M 21.42%
+3,164,620
New +$174M
BOC icon
3
Boston Omaha
BOC
$438M
$34.3M 3.45%
2,444,473
– –
IOT icon
4
Samsara
IOT
$22.6B
$29.2M 2.93%
+734,181
New +$30.3M
NNI icon
5
Nelnet
NNI
$4.88B
$23.9M 2.4%
+197,211
New +$22M
NVDA icon
6
NVIDIA
NVDA
$5.31T
$2.11M 0.21%
+13,372
New +$1.68M
TXT icon
7
Textron
TXT
$15.2B
$1.28M 0.13%
16,000
– –
NU icon
8
Nu Holdings
NU
$69.9B
– –
-2,116,255
Closed -$21.7M
WRBY icon
9
Warby Parker
WRBY
$3.59B
– –
-447,958
Closed -$8.17M
RBRK icon
10
Rubrik
RBRK
$17.5B
– –
-181,661
Closed -$11.1M

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Massachusetts Institute of Technology's Q2 2025 Portfolio in Review

As of Q2 2025, Massachusetts Institute of Technology held 10 positions worth $996M, up 41% from $707M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Massachusetts Institute of Technology deployed $42.6M of net new capital in Q2 2025, opening 4 new positions. Its largest new stake was Carvana: 3,164,620 shares worth $213M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 91% of assets, up from 89% a quarter earlier, followed by Industrials and Technology.

On the sell side, the largest reduction was Coupang, an estimated $144M trimmed.

  • Massachusetts Institute of Technology's largest Q2 2025 buy was Carvana: 3,164,620 shares worth $213M.
  • Massachusetts Institute of Technology's biggest Q2 2025 reduction was Coupang, cutting an estimated $144M.
  • Massachusetts Institute of Technology fully exited Nu Holdings in Q2 2025, selling an estimated $21.7M.
  • Massachusetts Institute of Technology's ten largest holdings make up 100% of its $996M portfolio in Q2 2025.
  • Massachusetts Institute of Technology opened 4 new positions and closed 3 in Q2 2025.
  • Massachusetts Institute of Technology's portfolio value rose 41% quarter-over-quarter to $996M.

Based on Massachusetts Institute of Technology's 13F filing for Q2 2025, filed 14 Aug 2025.