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GEORGE KAISER FAMILY FOUNDATION

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TULSA OK
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

George Kaiser Family Foundation is based out of Tulsa. Their last reported 13F filing for Q4 2023 included $493,707,276 in managed 13F securities and a top 10 holdings concentration of 97.63%. George Kaiser Family Foundation's largest holding is BOK Financial Corp with shares held of 3,361,707. Whalewisdom has at least 62 13F filings, 1 13D filings, 23 13G filings, and 47 Form 4 filings

2023-12-31

Top Buys (13F)

Name % Change
BOKF BOK Financial Corp 8.22%
ZETA Zeta Global Holdings 0.39%
QTTB Q32 Bio Inc. 0.03%

2023-12-31

Top Sells (13F)

Name % Change
GOOG Alphabet Inc. Class 1%
MSFT Microsoft Corp. 0.73%
JBL Jabil Inc 0.64%
V VISA Inc 0.57%
ALIT Alight Inc. 0.53%

2023-12-31

13F Holdings Summary

Name $ Change
BOKF BOK Financial Corp 58.32%
EE Excelerate Energy In 24.59%
ASPN Aspen Aerogels Inc 10.12%
NOW ServiceNow Inc 0.91%
PTCT PTC Therapeutics Inc 0.86%

2023-12-31

13F Activity

Market Value $494m, Prior: $0.53b
New Purchases 0 stocks
Added To 3 stocks
Sold out of 22 stocks
Reduced holdings in 13 stocks
Top 10 Holdings % 97.63%
Turnover %[1] 115.79%
Turnover Alt %[2] 1.09%
Time Held Top 20 11.4211 quarters
Time Held Top 10 12.6 quarters
Time Held All 12.05 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance