REGENTS OF THE UNIVERSITY OF CALIFORNIA (auto-surfaced)
Tier None · cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $5,841,509,356 · 12 positions · top-10 100.0%
· SEC filing history →
13FScore 27/100 — cloning their disclosed top holdings over ~4.6y returned -10%/yr vs S&P +11%/yr (alpha -21%/yr), ahead of the market in 53% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Conviction | Business |
|---|
| $OTF · BLUE OWL TECHNOLOGY FINANCE | 15.6% | +68% | Med | |
| $FDS · FACTSET RESEARCH SYSTEMS INC | 1.7% | +118% | Low | |
Top holdings now
| Issuer | % book | Business |
|---|
| $STT · STATE STREET CORP | 43.6% | Custody bank and asset management (SPDR ETFs) |
| ASML HOLDING NV NY REG SHS | 15.9% | |
| $OTF · BLUE OWL TECHNOLOGY FINANCE | 15.6% | |
| $BN · BROOKFIELD CORP | 12.4% | Global alternative asset manager (real assets) |
| $GLDM · SPDR GOLD MINISHARES TRUST | 4.6% | |
| $BX · BLACKSTONE INC | 2.5% | Alternative asset manager (private equity, real estate) |
| $CG · CARLYLE GROUP INC/THE | 2.5% | Global private-equity and asset manager |
| $FDS · FACTSET RESEARCH SYSTEMS INC | 1.7% | |
| $QTOP · ISHARES NASDAQ TOP 30 STOCKS E | 1.0% | |
| $SRZN · SURROZEN INC | 0.1% | |