Equal-WT
WhaleScore 2.0
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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