Global Endowment Management, LP

data from 30/09/2025

Capitalization

$ 798.594 M 6.31 %

Average holding period

12 ans

Performance

$ 801.635 M 45 035.01 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Global Endowment Management, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BND VANGUARD BD INDEX FDS 18.04% 144.039 M $ 1936795 2011/03/31 1.504 M $ 1.01 %
2025/09/30 VTI VANGUARD INDEX FDS 12.62% 100.794 M $ 307139 2019/06/30 8.265 M $ 7.98 %
2025/09/30 VXUS VANGUARD STAR FDS 10.87% 86.820 M $ 1181872 2019/06/30 5.473 M $ 6.33 %
2025/09/30 VT VANGUARD INTL EQUITY INDEX F 5.43% 43.373 M $ 314751 2022/06/30 2.803 M $ 7.22 %
2025/09/30 TXO TXO PARTNERS LP 4.73% 37.739 M $ 2686017 2023/09/30 -1.716 M $ -6.58 %
2025/09/30 BBRE J P MORGAN EXCHANGE TRADED F 4.52% 36.094 M $ 378027 2019/03/31 1.312 M $ 3.66 %
2025/09/30 MSFT MICROSOFT CORP 3.15% 25.192 M $ 48638 2020/03/31 166.682 K $ 4.13 %
2025/09/30 GOOGL ALPHABET INC 3.10% 24.786 M $ 101959 2015/12/31 832.264 K $ 37.94 %
2025/09/30 NVDA NVIDIA CORPORATION 2.83% 22.565 M $ 120938 2024/06/30 3.458 M $ 18.10 %
2025/09/30 AAPL APPLE INC 2.46% 19.610 M $ 77012 2021/12/31 3.809 M $ 24.11 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 2.02% 16.146 M $ 298000 2014/03/31 1.407 M $ 9.54 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.95% 15.540 M $ 23327 2025/03/31 4.319 M $ 7.82 %
2025/09/30 VOO VANGUARD INDEX FDS 1.89% 15.116 M $ 24684 2020/12/31 1.091 M $ 7.81 %
2025/09/30 AAXJ ISHARES TR 1.89% 15.104 M $ 165578 2020/12/31 1.456 M $ 10.41 %
2025/09/30 AGG ISHARES TR 1.77% 14.127 M $ 140915 2024/03/31 143.288 K $ 1.06 %
2025/09/30 IYR ISHARES TR 1.65% 13.211 M $ 136080 2023/12/31 216.862 K $ 2.44 %
2025/09/30 PHYS SPROTT ASSET MANAGEMENT LP 1.47% 11.730 M $ 396000 2020/06/30 1.691 M $ 16.84 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 1.24% 9.881 M $ 375122 2025/06/30 709.627 K $ 7.77 %
2025/09/30 XLV SELECT SECTOR SPDR TR 1.10% 8.809 M $ 63294 2022/06/30 285.330 K $ 3.25 %
2025/09/30 TIP ISHARES TR 1.04% 8.273 M $ 74381 2016/06/30 76.932 K $ 1.07 %
2025/09/30 EWJ ISHARES INC 0.86% 6.872 M $ 85674 2016/12/31 449.597 K $ 6.99 %
2025/09/30 META META PLATFORMS INC 0.71% 5.653 M $ 7697 2016/12/31 -29.735 K $ -0.50 %
2025/09/30 DJP BARCLAYS BANK PLC 0.62% 4.938 M $ 139332 2025/03/31 158.483 K $ 4.30 %
2025/09/30 AMZN AMAZON COM INC 0.61% 4.910 M $ 22362 2021/06/30 3.809 K $ 0.08 %
2025/09/30 GDX VANECK ETF TRUST 0.53% 4.202 M $ 55000 2018/03/31 1.339 M $ 46.75 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.52% 4.162 M $ 8279 2011/09/30 139.170 K $ 3.49 %
2025/09/30 GLD SPDR GOLD TR 0.49% 3.910 M $ 11000 2011/12/31 557.040 K $ 16.61 %
2025/09/30 SPDW SPDR INDEX SHS FDS 0.46% 3.649 M $ 85266 2024/12/31 192.997 K $ 5.68 %
2025/09/30 CVLC MORGAN STANLEY ETF TRUST 0.44% 3.475 M $ 42446 2024/12/31 0.000 $ 0.00 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.44% 3.474 M $ 38000 2020/06/30 89.679 K $ 2.65 %
2025/09/30 SHY ISHARES TR 0.42% 3.318 M $ 40000 2023/09/30 3.999 K $ 0.12 %
2025/09/30 SPAB SPDR SERIES TRUST 0.39% 3.088 M $ 119444 2024/12/31 28.443 K $ 0.98 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.36% 2.876 M $ 48000 2014/03/31 139.680 K $ 5.10 %
2025/09/30 DBC INVESCO DB COMMDY INDX TRCK 0.35% 2.799 M $ 124252 2021/12/31 74.223 K $ 3.30 %
2025/09/30 BNDX VANGUARD CHARLOTTE FDS 0.35% 2.798 M $ 56568 2025/03/31 -2.616 K $ -0.10 %
2025/09/30 VGIT VANGUARD SCOTTSDALE FDS 0.34% 2.683 M $ 44700 2024/12/31 9.833 K $ 0.37 %
2025/09/30 VGLT VANGUARD SCOTTSDALE FDS 0.33% 2.659 M $ 46770 2024/12/31 34.609 K $ 1.32 %
2025/09/30 IEI ISHARES TR 0.30% 2.390 M $ 20000 2016/03/31 8.400 K $ 0.35 %
2025/09/30 EAGG ISHARES TR 0.29% 2.305 M $ 47994 2024/12/31 0.000 $ 0.00 %
2025/09/30 HYG ISHARES TR 0.27% 2.169 M $ 26715 2022/06/30 13.413 K $ 0.67 %
2025/09/30 KWEB KRANESHARES TRUST 0.26% 2.101 M $ 50000 2024/03/31 384.000 K $ 22.37 %
2025/09/30 EWU ISHARES TR 0.26% 2.099 M $ 50000 2016/12/31 112.500 K $ 5.66 %
2025/09/30 SPEM SPDR INDEX SHS FDS 0.25% 1.971 M $ 42104 2024/12/31 169.421 K $ 9.52 %
2025/09/30 LTPZ PIMCO ETF TR 0.20% 1.598 M $ 30000 2025/06/30 24.300 K $ 1.54 %
2025/09/30 ANGL VANECK ETF TRUST 0.19% 1.487 M $ 50000 2020/06/30 22.499 K $ 1.54 %
2025/09/30 EWP ISHARES INC 0.19% 1.485 M $ 30000 2021/03/31 164.099 K $ 12.42 %
2025/09/30 JNK SPDR SERIES TRUST 0.18% 1.470 M $ 15000 2024/03/31 3.599 K $ 0.74 %
2025/09/30 EWG ISHARES INC 0.17% 1.394 M $ 33500 2025/06/30 -23.450 K $ -1.65 %
2025/09/30 EWS ISHARES INC 0.14% 1.134 M $ 40000 2023/09/30 94.399 K $ 9.08 %
2025/09/30 PDD PDD HOLDINGS INC 0.14% 1.118 M $ 8457 2024/09/30 339.390 K $ 26.29 %
2025/09/30 EWA ISHARES INC 0.14% 1.080 M $ 40000 2020/09/30 27.199 K $ 2.58 %
2025/09/30 FEZ SPDR INDEX SHS FDS 0.13% 1.066 M $ 17160 2025/09/30 0.000 $ 0.00 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.12% 948.500 K $ 5000 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.12% 946.960 K $ 8000 2018/06/30 78.720 K $ 9.07 %
2025/09/30 CVNA CARVANA CO 0.11% 901.226 K $ 2389 2024/06/30 110.206 K $ 11.95 %
2025/09/30 CACC CREDIT ACCEP CORP MICH 0.11% 896.973 K $ 1921 2014/12/31 -50.107 K $ -8.34 %
2025/09/30 GE GE AEROSPACE 0.11% 895.240 K $ 2976 2023/09/30 156.999 K $ 16.87 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.11% 868.526 K $ 27218 2025/06/30 73.601 K $ 9.24 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.11% 845.580 K $ 3000 2024/03/31 85.890 K $ 11.31 %
2025/09/30 ARGT GLOBAL X FDS 0.10% 837.120 K $ 12000 2019/12/31 -179.640 K $ -17.67 %
2025/09/30 GBDC GOLUB CAP BDC INC 0.10% 821.400 K $ 60000 2020/03/31 -86.400 K $ -6.55 %
2025/09/30 V VISA INC 0.10% 819.312 K $ 2400 2023/09/30 -29.609 K $ -3.85 %
2025/09/30 CPNG COUPANG INC 0.10% 810.410 K $ 25168 2023/09/30 48.384 K $ 7.48 %
2025/09/30 INDA ISHARES TR 0.10% 806.930 K $ 15500 2014/12/31 -126.699 K $ -6.50 %
2025/09/30 CROX CROCS INC 0.10% 788.378 K $ 9436 2025/09/30 0.000 $ 0.00 %
2025/09/30 FLKR FRANKLIN TEMPLETON ETF TR 0.10% 782.710 K $ 29000 2025/03/31 73.949 K $ 10.43 %
2025/09/30 VEEV VEEVA SYS INC 0.10% 776.651 K $ 2607 2025/03/31 20.862 K $ 3.45 %
2025/09/30 MCO MOODYS CORP 0.09% 755.221 K $ 1585 2023/12/31 -40.803 K $ -5.01 %
2025/09/30 ENSG ENSIGN GROUP INC 0.09% 749.995 K $ 4341 2025/09/30 0.000 $ 0.00 %
2025/09/30 WBD WARNER BROS DISCOVERY INC 0.09% 727.063 K $ 37228 2024/12/31 416.097 K $ 70.42 %
2025/09/30 MELI MERCADOLIBRE INC 0.09% 724.451 K $ 310 2023/09/30 -63.915 K $ -10.59 %
2025/09/30 LPX LOUISIANA PAC CORP 0.08% 641.780 K $ 7224 2024/12/31 22.705 K $ 3.31 %
2025/09/30 APPF APPFOLIO INC 0.08% 627.678 K $ 2277 2024/03/31 99.563 K $ 19.71 %
2025/09/30 GVI ISHARES TR 0.08% 614.862 K $ 5723 2022/03/31 3.467 K $ 0.61 %
2025/09/30 RGLD ROYAL GOLD INC 0.07% 584.691 K $ 2915 2023/09/30 51.028 K $ 12.79 %
2025/09/30 QLTY 2023 ETF SERIES TRUST II 0.07% 579.040 K $ 16000 2024/09/30 30.879 K $ 5.63 %
2025/09/30 CRH CRH PLC 0.07% 558.374 K $ 4657 2024/03/31 115.041 K $ 30.61 %
2025/09/30 SPIB SPDR SERIES TRUST 0.07% 549.560 K $ 16216 2024/12/31 4.793 K $ 0.92 %
2025/09/30 EWI ISHARES INC 0.07% 519.500 K $ 10000 2021/12/31 38.100 K $ 7.91 %
2025/09/30 XSW SPDR SERIES TRUST 0.06% 514.176 K $ 2600 2022/06/30 20.643 K $ 4.18 %
2025/09/30 PML PIMCO MUN INCOME FD II 0.06% 509.024 K $ 64352 2025/09/30 0.000 $ 0.00 %
2025/09/30 EWT ISHARES INC 0.06% 508.960 K $ 8000 2021/06/30 49.759 K $ 10.84 %
2025/09/30 HUM HUMANA INC 0.06% 500.047 K $ 1922 2023/12/31 0.000 $ 0.00 %
2025/09/30 NWSA NEWS CORP NEW 0.06% 495.229 K $ 16126 2025/03/31 11.055 K $ 3.33 %
2025/09/30 EWY ISHARES INC 0.06% 489.411 K $ 6110 2017/03/31 50.835 K $ 11.59 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.06% 479.155 K $ 2254 2025/06/30 -416.000 $ -0.08 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.06% 478.595 K $ 7363 2024/12/31 27.905 K $ 6.19 %
2025/09/30 PCG PG&E CORP 0.06% 477.282 K $ 31650 2025/06/30 29.076 K $ 8.18 %
2025/09/30 DAR DARLING INGREDIENTS INC 0.06% 462.525 K $ 14983 2025/09/30 0.000 $ 0.00 %
2025/09/30 ILMN ILLUMINA INC 0.06% 462.124 K $ 4866 2025/09/30 0.000 $ 0.00 %
2025/09/30 ECH ISHARES INC 0.06% 461.440 K $ 14000 2020/06/30 21.140 K $ 4.80 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 0.06% 455.224 K $ 2027 2025/03/31 15.934 K $ 3.14 %
2025/09/30 MMD NYLI MACKAY DEFINEDTERM MUNI 0.06% 453.900 K $ 30000 2025/06/30 10.200 K $ 2.30 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.06% 453.806 K $ 1664 2025/09/30 0.000 $ 0.00 %
2025/09/30 EWL ISHARES INC 0.06% 441.920 K $ 8000 2011/03/31 3.439 K $ 0.78 %
2025/09/30 SHYG ISHARES TR 0.06% 439.495 K $ 10150 2024/12/31 1.541 K $ 0.37 %
2025/09/30 SHOC EA SERIES TRUST 0.05% 437.271 K $ 7000 2024/06/30 81.809 K $ 17.11 %
2025/09/30 KKS.F KASPI KZ JSC 0.05% 435.354 K $ 5330 2024/03/31 -8.342 K $ -2.59 %
2025/09/30 IAC IAC INC 0.05% 410.952 K $ 12062 2023/09/30 -28.635 K $ -8.76 %
2025/09/30 QRVO QORVO INC 0.05% 407.492 K $ 4474 2025/06/30 27.826 K $ 7.27 %