Equal-WT
WhaleScore 2.0
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Harvard Management Company is based out of Boston. Their last reported 13F filing for Q4 2024 included $1,691,640,015 in managed 13F securities
and a top 10 holdings concentration of 95.51%. Harvard Management Company's largest holding is Meta Platforms Inc with shares held of 1,302,881. Whalewisdom has at least 115 13F filings, and 19 13G filings
2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| META Meta Platforms Inc | 5.92% |
| AAPL Apple Inc | 1.61% |
| MSFT Microsoft Corporatio | 1.33% |
| AMZN Amazon.com Inc | 0.88% |
| TSLA Tesla Inc | 0.48% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| GOOGL Alphabet Inc. Class | 3.71% |
| BKNG Booking Holdings Inc | 3.12% |
| AMD Advanced Micro Devic | 1.97% |
| IOT Samsara Inc | 1.22% |
| QTTB Q32 Bio Inc | 0.42% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| META Meta Platforms Inc | 45.1% |
| QQQ Invesco QQQ Trust, S | 8.09% |
| GOOGL Alphabet Inc. Class | 7.69% |
| LNW Light & Wonder Inc | 7.36% |
| NVDA NVIDIA Corp | 6.26% |
2024-12-31
13F Activity
| Market Value | $1.69b, Prior: $1.74b |
| Inflows (Outflows) as % of Total MV | (-8.8232)% |
| New Purchases | 4 stocks |
| Added To | 1 stocks |
| Sold out of | 3 stocks |
| Reduced holdings in | 6 stocks |
| Top 10 Holdings % | 95.51% |
| Turnover %[1] | 36.84% |
| Turnover Alt %[2] | 8.19% |
| Time Held Top 20 | 7.0625 quarters |
| Time Held Top 10 | 8.1 quarters |
| Time Held All | 8.69 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