HARVARD MANAGEMENT COMPANY INC

• BOSTON, MA How do I update this listing?

Harvard Management Company is based out of Boston. Their last reported 13F filing for Q2 2020 included $1,172,432,000 in managed 13F securities and a top 10 holdings concentration of 95.04%. Harvard Management Company's largest holding is Royalty Pharma PLC with shares held of 14,690,780. Harvard Management Company has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 97 13F filings, and 18 13G filings

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06/30/2020

13F Activity

  • Market Value $1.172 Billion
  • Prior Market Value $639.062 Million
  • New Purchases4 stocks
  • Additional Purchases3 stocks
  • Sold out of3 stocks
  • Reduced holdings in9 stocks
  • Top 10 Holdings % 95.04 %
  • Turnover % [1]:36.84%
  • Turnover Alt % [2]: 68.57 %
  • Time Held Top20:8.32 quarters
  • Time Held Top10:6.40 quarters
  • Time Held All:12.37 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 2.97%
Performance Last 4 Quarters: 34.69%
Performance Metrics
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Insider Transactions in the past year

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WhaleScore history for HARVARD MANAGEMENT COMPANY INC

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