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HOWARD HUGHES MEDICAL INSTITUTE

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CHEVY CHASE MD
13F Summary
Howard Hughes Medical Institute is based out of Chevy Chase. Their last reported 13F filing for Q4 2023 included $301,291,629 in managed 13F securities and a top 10 holdings concentration of 100.0%. Howard Hughes Medical Institute's largest holding is SPDR S&P 500 ETF TRUST with shares held of 627,563. Whalewisdom has at least 94 13F filings, 3 13D filings, 8 13G filings, and 5 Form 4 filings

2023-12-31

Top Buys (13F)

Name % Change
SPY SPDR S&P 500 ETF TRU 99%

2023-12-31

Top Sells (13F)

Name % Change
DT Dynatrace Inc 78.75%

2023-12-31

13F Holdings Summary

Name $ Change
SPY SPDR S&P 500 ETF TRU 99%
PCT PRCYCL TCHNL O 1%

2023-12-31

13F Activity

Market Value $301m, Prior: $19.6m
New Purchases 1 stocks
Added To 0 stocks
Sold out of 1 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 100%
Turnover %[1] 100%
Turnover Alt %[2] 5.12%
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.

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