MondegarAI
Global Endowment Management, LP

Q1 2026 · 13F-HR

Global Endowment Management, LPholdings as filed

Filed 2026-05-14 · accession 0001512237-26-000003

$896.1M
Reported value
126
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Global Endowment Management, LP · Q1 2026

AI · grounded in 13F

Global Endowment Management, LP increased its position in VT by 209.47%, marking its largest accumulation of the period. The fund also grew holdings in AGG by 137% and DJP by 31.37%. On the sell side, the fund closed positions in VGIT and VGLT, resulting in a combined reduction of $5.29M. Other notable trims included TXO, which saw a share decrease of 82.13%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922042742VTVANGUARD INTL EQUITY INDEX F$140.9M15.7%1,018,695CommonSOLE
921909768VXUSVANGUARD STAR FDS$111.0M12.4%1,439,639CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$109.8M12.3%1,491,319CommonSOLE
922908769VTIVANGUARD INDEX FDS$107.3M12.0%334,452CommonSOLE
46641Q738BBREJ P MORGAN EXCHANGE TRADED F$41.8M4.66%436,557CommonSOLE
464287226AGGISHARES TR$33.2M3.71%334,661CommonSOLE
02079K305GOOGLALPHABET INC$28.8M3.21%100,042CommonSOLE
67066G104NVDANVIDIA CORPORATION$21.7M2.42%124,579CommonSOLE
037833100AAPLAPPLE INC$20.1M2.24%79,258CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$19.4M2.17%29,841CommonSOLE
464287739IYRISHARES TR$19.3M2.15%204,000CommonSOLE
594918104MSFTMICROSOFT CORP$18.5M2.07%50,073CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$16.1M1.80%298,000CommonSOLE
464288182AAXJISHARES TR$15.2M1.70%157,970CommonSOLE
922908363VOOVANGUARD INDEX FDS$15.1M1.69%25,270CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$14.0M1.57%396,000CommonSOLE
464287176TIPISHARES TR$11.1M1.24%100,485CommonSOLE
46434G822EWJISHARES INC$10.4M1.16%123,377CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$9.9M1.11%387,945CommonSOLE
06738C778DJPBARCLAYS BANK PLC$9.6M1.07%198,685CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$9.0M1.01%61,592CommonSOLE
61774R205CVLCMORGAN STANLEY ETF TRUST$4.9M0.55%61,692CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$4.8M0.54%105,046CommonSOLE
92189F106GDXVANECK ETF TRUST$4.6M0.51%50,000CommonSOLE
78464A649SPABSPDR SERIES TRUST$4.4M0.49%170,255CommonSOLE
87313P103TXOTXO PARTNERS LP$4.2M0.47%333,822CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.8M0.42%7,925CommonSOLE
78468R622JNKSPDR SERIES TRUST$3.4M0.38%35,550CommonSOLE
464287457SHYISHARES TR$3.3M0.37%40,000CommonSOLE
46435U549EAGGISHARES TR$3.2M0.36%68,254CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$3.1M0.34%48,000CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$2.9M0.32%60,287CommonSOLE
922908553VNQVANGUARD INDEX FDS$2.8M0.32%31,900CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$2.7M0.30%92,547CommonSOLE
023135106AMZNAMAZON COM INC$2.6M0.29%12,650CommonSOLE
464288661IEIISHARES TR$2.4M0.26%20,000CommonSOLE
46435G334EWUISHARES TR$2.3M0.25%50,000CommonSOLE
500767306KWEBKRANESHARES TRUST$2.2M0.24%77,000CommonSOLE
464288513HYGISHARES TR$2.1M0.24%26,715CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$2.1M0.23%44,805CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$2.1M0.23%25,000CommonSOLE
30303M102METAMETA PLATFORMS INC$1.9M0.21%3,327CommonSOLE
464286764EWPISHARES INC$1.6M0.18%30,000CommonSOLE
97717W851DXJWISDOMTREE TR$1.6M0.18%10,000CommonSOLE
92189F437ANGLVANECK ETF TRUST$1.4M0.16%50,000CommonSOLE
35473P710FLKRFRANKLIN TEMPLETON ETF TR$1.4M0.15%33,895CommonSOLE
464286806EWGISHARES INC$1.3M0.15%33,500CommonSOLE
78464A375SPIBSPDR SERIES TRUST$1.2M0.14%37,054CommonSOLE
464286103EWAISHARES INC$1.1M0.12%40,000CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$1.1M0.12%17,160CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.1M0.12%6,500CommonSOLE
46429B507EIRLISHARES TR$1.0M0.12%15,000CommonSOLE
72201R304LTPZPIMCO ETF TR$1.0M0.11%20,000CommonSOLE
78464A854SPYMSPDR SERIES TRUST$988,0000.11%12,914CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$960,0000.11%5,000CommonSOLE
00773J202SYRESPYRE THERAPEUTICS INC$917,0000.10%18,184CommonSOLE
227046109CROXCROCS INC$906,0000.10%10,915CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$887,0000.10%8,000CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$886,0000.10%70,000CommonSOLE
46434G780EWSISHARES INC$847,0000.09%30,000CommonSOLE
11135F101AVGOBROADCOM INC$842,0000.09%2,722CommonSOLE
46429B598INDAISHARES TR$726,0000.08%15,500CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$656,0000.07%7,797CommonSOLE
37950E259ARGTGLOBAL X FDS$653,0000.07%7,000CommonSOLE
233051879ASHRDBX ETF TR$653,0000.07%20,000CommonSOLE
722304102PDDPDD HOLDINGS INC$650,0000.07%6,358CommonSOLE
464288612GVIISHARES TR$615,0000.07%5,769CommonSOLE
011532108AGIALAMOS GOLD INC$610,0000.07%13,738CommonSOLE
464287515IGVISHARES TR$600,0000.07%7,500CommonSOLE
90139K100QLTYGMO ETF TRUST$579,0000.06%16,000CommonSOLE
237266101DARDARLING INGREDIENTS INC$578,0000.06%9,344CommonSOLE
464286640ECHISHARES INC$557,0000.06%14,000CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$535,0000.06%18,368CommonSOLE
46434G830EWIISHARES INC$534,0000.06%10,000CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$532,0000.06%4,000CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$529,0000.06%1,249CommonSOLE
22266T109CPNGCOUPANG INC$513,0000.06%27,185CommonSOLE
48581R205KSPIKASPI KZ JSC$512,0000.06%6,915CommonSOLE
02072L672SHOCEA SERIES TRUST$504,0000.06%7,000CommonSOLE
464287184FXIISHARES TR$503,0000.06%14,000CommonSOLE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$501,0000.06%8,000CommonSOLE
464286772EWYISHARES INC$492,0000.05%4,000CommonSOLE
72200W106PMLPIMCO MUN INCOME FD II$487,0000.05%64,352CommonSOLE
922475108VEEVVEEVA SYS INC$484,0000.05%2,757CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$483,0000.05%1,429CommonSOLE
146869102CVNACARVANA CO$474,0000.05%1,509CommonSOLE
464286749EWLISHARES INC$470,0000.05%8,000CommonSOLE
46138E800CQQQINVESCO EXCH TRADED FD TR II$460,0000.05%10,000CommonSOLE
29358P101ENSGENSIGN GROUP INC$455,0000.05%2,258CommonSOLE
G25508105CRHCRH PLC$453,0000.05%4,311CommonSOLE
03783C100APPFAPPFOLIO INC$451,0000.05%2,859CommonSOLE
56064K100MMDNYLI MACKAY DEFINEDTERM MUNI$446,0000.05%30,000CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$443,0000.05%11,541CommonSOLE
58733R102MELIMERCADOLIBRE INC$432,0000.05%250CommonSOLE
78464A698KRESPDR SERIES TRUST$391,0000.04%6,000CommonSOLE
37954Y871URAGLOBAL X FDS$387,0000.04%8,000CommonSOLE
369604301GEGE AEROSPACE$383,0000.04%1,349CommonSOLE
29357K103ENVAENOVA INTL INC$382,0000.04%2,811CommonSOLE
546347105LPXLOUISIANA PAC CORP$378,0000.04%5,201CommonSOLE
92826C839VVISA INC$371,0000.04%1,228CommonSOLE
46434V407SHYGISHARES TR$350,0000.04%8,276CommonSOLE
19239V302CCOICOGENT COMM HOLDINGS INC$347,0000.04%18,442CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$333,0000.04%4,368CommonSOLE
69331C108PCGPG&E CORP$331,0000.04%18,865CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$302,0000.03%1,041CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$292,0000.03%10,643CommonSOLE
46429B747STIPISHARES TR$291,0000.03%2,817CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$279,0000.03%9,101CommonSOLE
77926X650HUMNROUNDHILL ETF TRUST$275,0000.03%9,760CommonSOLE
464286509EWCISHARES INC$274,0000.03%5,000CommonSOLE
090043100BILLBILL HOLDINGS INC$272,0000.03%7,097CommonSOLE
42226K105HRHEALTHCARE RLTY TR$270,0000.03%15,921CommonSOLE
452327109ILMNILLUMINA INC$263,0000.03%2,137CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$262,0000.03%11,093CommonSOLE
052769106ADSKAUTODESK INC$261,0000.03%1,092CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$261,0000.03%3,066CommonSOLE
444859102HUMHUMANA INC$260,0000.03%1,499CommonSOLE
49177J102KVUEKENVUE INC$258,0000.03%14,952CommonSOLE
74736K101QRVOQORVO INC$258,0000.03%3,338CommonSOLE
79466L302CRMSALESFORCE INC$250,0000.03%1,339CommonSOLE
464288760ITAISHARES TR$249,0000.03%1,140CommonSOLE
78464A367SPLBSPDR SERIES TRUST$232,0000.03%10,442CommonSOLE
83601L102SHCSOTERA HEALTH CO$230,0000.03%16,024CommonSOLE
464286822EWWISHARES INC$226,0000.03%3,000CommonSOLE
668771108GENGEN DIGITAL INC$221,0000.02%11,715CommonSOLE
427096508HTGCHERCULES CAPITAL INC$177,0000.02%12,000CommonSOLE

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.