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Institutional

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

CIK 0000351083
$296.8M
Reported AUM
4
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA · Q1 2026

AI · grounded in 13F

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA established a new position in USA Rare Earth Inc USAR with a purchase of $73.5M. This addition increased the fund's total position count to four. The fund made no reductions to its existing holdings during the period.

Portfolio · Q1 2026

KRMN$156.3MUSAR$73.5MLUNR$60.3MDNUTTP

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1KRMNKarman Holdings Inc$48.41-2.08%6.44%47.94%$156.3M52.65%HELD
2USARUSA Rare Earth Inc$22.47-17.08%94.55%121.05%$73.5M24.75%+4,854,970NEW
3LUNRIntuitive Machines Inc$29.671.07%150.73%204.56%$60.3M20.30%HELD
4DNUTKrispy Kreme Inc$3.517.34%20.21%-76.97%$6.8M2.29%HELD

Source: SEC EDGAR · accession 0001193125-26-223022. 13F discloses long positions only — shorts, foreign equities, and options are excluded.