Pricing

SILICON VALLEY COMMUNITY FOUNDATION

0 followers ยท
MOUNTAIN VIEW CA
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Silicon Valley Community Foundation is based out of Mountain View. Their last reported 13F filing for Q4 2023 included $966,532,851 in managed 13F securities and a top 10 holdings concentration of 98.87%. Silicon Valley Community Foundation's largest holding is NVIDIA Corp. with shares held of 1,077,430. Whalewisdom has at least 13 13F filings, and 2 13D filings

2023-12-31

Top Buys (13F)

Name % Change
DASH DoorDash, Inc. 0.65%

2023-12-31

Top Sells (13F)

Name % Change
GOOGL Alphabet Inc. Class 1.37%
GOOG Alphabet Inc. Class 1.12%
RPRX Royalty Pharma PLC 0.68%
CVX Chevron Corp. (Stand 0.13%
ABNB Airbnb, Inc. 0.08%

2023-12-31

13F Holdings Summary

Name $ Change
NVDA NVIDIA Corp. 55.2%
SQ Block Inc. 15.04%
GOOGL Alphabet Inc. Class 11.74%
GOOG Alphabet Inc. Class 9.64%
BRK.A Berkshire Hathaway I 3.42%

2023-12-31

13F Activity

Market Value $0.97b, Prior: $0.82b
New Purchases 1 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 14 stocks
Top 10 Holdings % 98.87%
Turnover %[1] 5.26%
Turnover Alt %[2] 0.65%
Time Held Top 20 2.7368 quarters
Time Held Top 10 2.5 quarters
Time Held All 6.11 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