Equal-WT
WhaleScore 2.0
?
Donor Advised Charitable Giving is based out of San Francisco. Their last reported 13F filing for Q3 2024 included $4,076,038,098 in managed 13F securities
and a top 10 holdings concentration of 99.41%. Donor Advised Charitable Giving's largest holding is NVIDIA Corp with shares held of 33,051,520. Whalewisdom has at least 29 13F filings, and 1 Form 4 filings
2024-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| VT Vanguard Total World | 0.13% |
| RBLX Roblox Corp. Class A | 0.05% |
| VO Vanguard Mid-Cap ETF | 0.03% |
| ITOT iShares Core S&P Tot | 0.02% |
| EWJ iShares MSCI Japan E | 0.01% |
2024-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| VUG Vanguard Growth ETF | 0.09% |
| PANW Palo Alto Networks I | 0.07% |
| VIOO Vanguard S&P Small-C | 0.06% |
| META Meta Platforms Inc | 0.03% |
| AJG Arthur J. Gallagher | 0.03% |
2024-09-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| NVDA NVIDIA Corp | 98.47% |
| ITOT iShares Core S&P Tot | 0.18% |
| AJG Arthur J. Gallagher | 0.13% |
| VT Vanguard Total World | 0.13% |
| RBLX Roblox Corp. Class A | 0.11% |
2024-09-30
13F Activity
| Market Value | $4.08b, Prior: $4.26b |
| Inflows (Outflows) as % of Total MV | (-2.8228)% |
| New Purchases | 4 stocks |
| Added To | 7 stocks |
| Sold out of | 5 stocks |
| Reduced holdings in | 14 stocks |
| Top 10 Holdings % | 99.41% |
| Turnover %[1] | 22.5% |
| Turnover Alt %[2] | 0.21% |
| Time Held Top 20 | 7.15 quarters |
| Time Held Top 10 | 7.3 quarters |
| Time Held All | 11.69 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.
2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30