Equal-WT
WhaleScore 2.0
?
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