Equal-WT
WhaleScore 2.0
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Investure is based out of Charlottesville. Investure is a hedge fund with 34 clients and discretionary assets under management (AUM) of $18,587,388,650 (Form ADV from 2024-01-24). Their last reported 13F filing for Q4 2023 included $749,566,986 in managed 13F securities
and a top 10 holdings concentration of 90.52%. Investure's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 966,173. Whalewisdom has at least 57 13F filings, 7 13D filings, and 4 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
HYG iShares iBoxx USD Hi | 28.43% |
VGSH VANGUARD SHORT-TERM | 1.73% |
CRBN iShares MSCI ACWI Lo | -0.96% |
VOO VANGUARD 500 INDEX F | -2.75% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VTI VANGUARD TOTAL STOCK | 14% |
IEFA iShares Core MSCI EA | 1.95% |
IEMG iShares Core MSCI Em | 0.89% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VTI VANGUARD TOTAL STOCK | 30.58% |
HYG iShares iBoxx USD Hi | 28.43% |
VOO VANGUARD 500 INDEX F | 10.02% |
XBI SPDR(R) S&P(R) Biote | 6.69% |
IEFA iShares Core MSCI EA | 3.4% |
2023-12-31
13F Activity
Market Value | $0.75b, Prior: $469m |
New Purchases | 2 stocks |
Added To | 2 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 3 stocks |
Top 10 Holdings % | 90.52% |
Turnover %[1] | 13.33% |
Turnover Alt %[2] | 0.85% |
Time Held Top 20 | 14.8 quarters |
Time Held Top 10 | 8.2 quarters |
Time Held All | 14.8 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