MondegarAI
GEORGE KAISER FAMILY FOUNDATION

Q1 2025 · 13F-HR

GEORGE KAISER FAMILY FOUNDATIONholdings as filed

Filed 2025-05-13 · accession 0001140361-25-018703

$680.5M
Reported value
68
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
05561Q201BOKFBOK Financial Corp.$350.1M51.5%3,361,707CommonSOLE
30069T101EEExcelerate Energy, Inc.$225.3M33.1%7,854,167CommonSOLE
04523Y105ASPNAspen Aerogels, Inc.$20.2M2.97%3,167,322CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$14.5M2.13%25,920CommonSOLE
464289446IWLiShares Russell Top 200 ETF$12.5M1.83%90,755CommonSOLE
45827U109INTAIntapp, Inc.$5.7M0.83%97,225CommonNONE
81762P102NOWServiceNow, Inc.$4.8M0.71%6,074CommonNONE
466313103JBLJabil Inc$4.6M0.67%33,628CommonNONE
69370C100PTCPTC Inc.$3.8M0.56%24,555CommonNONE
M6191J100FROGJFrog Ltd.$3.7M0.55%116,234CommonNONE
249906108DSGXThe Descartes Systems Group Inc.$3.5M0.51%34,575CommonNONE
01644J108ALKTALKAMI TECHNOLOGY, INC.$2.9M0.43%112,315CommonNONE
M2682V108CYBRCyberArk Software, Ltd.$2.9M0.42%8,554CommonNONE
617700109MORNMorningstar, Inc.$2.8M0.41%9,349CommonNONE
892672106TWTRADEWEB MARKETS INC.$2.8M0.41%18,791CommonNONE
902252105TYLTyler Technologies, Inc.$2.4M0.36%4,177CommonNONE
101044105BOCBoston Omaha Corporation$2.1M0.30%140,932CommonSOLE
74275K108PCORProcore Technologies, Inc.$1.5M0.22%22,928CommonNONE
91324P102UNHUnitedHealth Group Incorporated$576,1250.08%1,100CommonSOLE
447324104HURCHURCO Companies, Inc.$443,4460.07%28,591CommonNONE
115236101BROBROWN & BROWN, INC.$331,6500.05%2,666CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE, INC.$322,3310.05%225CommonSOLE
053332102AZOAUTOZONE, INC.$320,2740.05%84CommonSOLE
084670702BRK/BBerkshire Hathaway Inc.$317,9500.05%597CommonSOLE
64110L106NFLXNetflix, Inc.$316,1280.05%339CommonSOLE
05464C101AXONAxon Enterprise, Inc.$315,0440.05%599CommonSOLE
363576109AJGArthur J. Gallagher & Co.$310,3710.05%899CommonSOLE
743315103PGRTHE PROGRESSIVE CORPORATION$303,3870.04%1,072CommonSOLE
94106L109WMWaste Management, Inc.$300,5000.04%1,298CommonSOLE
57636Q104MAMastercard Incorporated$295,4370.04%539CommonSOLE
217204106CPRTCOPART, INC.$295,2870.04%5,218CommonSOLE
872540109TJXThe TJX Companies, Inc.$293,6600.04%2,411CommonSOLE
92532F100VRTXVertex Pharmaceuticals Incorporated$289,4380.04%597CommonSOLE
893641100TDGTransDigm Group Incorporated$289,1080.04%209CommonSOLE
172908105CTASCintas Corporation$286,5090.04%1,394CommonSOLE
461202103INTUINTUIT, INC.$284,8910.04%464CommonSOLE
G54950103LINLINDE PLC$284,5060.04%611CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS, INC.$282,3060.04%1,110CommonSOLE
615369105MCOMoodys Corporation$280,3450.04%602CommonSOLE
78409V104SPGIS&P Global Inc.$278,9470.04%549CommonSOLE
023135106AMZNAMAZON.COM, INC.$277,7800.04%1,460CommonSOLE
55354G100MSCIMSCI INC.$275,3990.04%487CommonSOLE
22160K105COSTCostco Wholesale Corporation$275,2220.04%291CommonSOLE
303250104FICOFair Isaac Corporation$274,7800.04%149CommonSOLE
037833100AAPLApple Inc.$272,5540.04%1,227CommonSOLE
09260D107BXBlackstone Inc.$270,8940.04%1,938CommonSOLE
824348106SHWTHE SHERWIN-WILLIAMS COMPANY$270,6220.04%775CommonSOLE
46120E602ISRGIntuitive Surgical, Inc.$270,4170.04%546CommonSOLE
58733R102MELIMercadoLibre, Inc.$269,2200.04%138CommonSOLE
697435105PANWPALO ALTO NETWORKS, INC.$268,2460.04%1,572CommonSOLE
30303M102METAMeta Platforms, Inc.$265,1260.04%460CommonSOLE
02079K305GOOGLAlphabet Inc.$264,1250.04%1,708CommonSOLE
594918104MSFTMICROSOFT CORPORATION$263,1480.04%701CommonSOLE
437076102HDTHE HOME DEPOT, INC.$263,1400.04%718CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$262,7980.04%780CommonSOLE
482480100KLACKLA CORPORATION$260,3630.04%383CommonSOLE
512807306LRCXLAM RESEARCH CORPORATION$259,9030.04%3,575CommonSOLE
11135F101AVGOBroadcom Inc.$259,8510.04%1,552CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Company Limited$258,6280.04%1,558CommonSOLE
G29183103ETNEATON CORPORATION plc$257,4230.04%947CommonSOLE
871607107SNPSSYNOPSYS, INC.$256,0230.04%597CommonSOLE
67066G104NVDANVIDIA CORPORATION$255,3430.04%2,356CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC.$255,2690.04%513CommonSOLE
532457108LLYELI LILLY AND COMPANY$255,2060.04%309CommonSOLE
23331A109DHID.R. Horton, Inc.$246,2510.04%1,937CommonSOLE
040413205ANETArista Networks, Inc.$241,2730.04%3,114CommonSOLE
366651107ITGartner, Inc.$239,2520.04%570CommonSOLE
609839105MPWRMonolithic Power Systems, Inc.$232,5720.03%401CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.