Equal-WT
WhaleScore 2.0
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Carnegie Mellon University is based out of Pittsburgh. Their last reported 13F filing for Q4 2024 included $136,673,490 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Carnegie Mellon University's largest holding is Duolingo Inc with shares held of 314,814. Whalewisdom has at least 13 13F filings, and 1 13G filings
2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| QQQ Invesco QQQ Trust, S | 22.76% |
| PDD PDD Holdings Inc | 2.51% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| DUOL Duolingo Inc | 25.23% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| DUOL Duolingo Inc | 74.68% |
| QQQ Invesco QQQ Trust, S | 22.76% |
| PDD PDD Holdings Inc | 2.51% |
| XAGE Longevity Health Hol | 0.03% |
| IHT InnSuites Hospitalit | 0.02% |
2024-12-31
13F Activity
| Market Value | $137m, Prior: $96.9m |
| Inflows (Outflows) as % of Total MV | +18.5063% |
| New Purchases | 2 stocks |
| Added To | 0 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 1 stocks |
| Top 10 Holdings % | 100% |
| Turnover %[1] | 33.33% |
| Turnover Alt %[2] | 5.88% |
| Time Held Top 20 | 5.5 quarters |
| Time Held Top 10 | 5.5 quarters |
| Time Held All | 5.5 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31