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Portfolio (Quarterly) Guide ↗

Global Endowment Management, LP

· CIK 0001512237
13F Portfolio $896M AUM 126 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 45 Added 26 Reduced 19 Exited
Page 4 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVGO BROADCOM INC Technology 2,722.0 $842K 0.09% -924.0 -25.3% $309.33 +32.9%
62 INDA ISHARES TR 15,500.0 $726K 0.08% $46.84 +0.9%
63 APOGEE THERAPEUTICS INC 7,797.0 $656K 0.07% $84.13
64 ASHR DBX ETF TR 20,000.0 $653K 0.07% +10K +100.0% $32.65 +7.7%
65 ARGT GLOBAL X FDS 7,000.0 $653K 0.07% -3K -30.0% $93.29 -5.5%
66 PDD PDD HOLDINGS INC Consumer Cyclical 6,358.0 $650K 0.07% $102.23 -7.1%
67 GVI ISHARES TR 5,769.0 $615K 0.07% -99.0 -1.7% $106.60 -1.1%
68 AGI ALAMOS GOLD INC Basic Materials 13,738.0 $610K 0.07% NEW $44.40 -13.2%
69 IGV ISHARES TR 7,500.0 $600K 0.07% NEW $80.00 +14.9%
70 QLTY GMO ETF TRUST 16,000.0 $579K 0.07% $36.19 +11.3%
71 DAR DARLING INGREDIENTS INC Consumer Defensive 9,344.0 $578K 0.06% +122.0 +1.3% $61.86 +0.4%
72 ECH ISHARES INC 14,000.0 $557K 0.06% $39.79 -1.0%
73 SCHG SCHWAB STRATEGIC TR 18,368.0 $535K 0.06% -8K -29.6% $29.13 +16.4%
74 EWI ISHARES INC 10,000.0 $534K 0.06% $53.40 +7.5%
75 XLK SELECT SECTOR SPDR TR 4,000.0 $532K 0.06% -2K -33.3% $133.00 +30.3%
76 CACC CREDIT ACCEP CORP MICH Financial Services 1,249.0 $529K 0.06% -63.0 -4.8% $423.54 +29.4%
77 CPNG COUPANG INC Consumer Cyclical 27,185.0 $513K 0.06% +13K +90.9% $18.87 -16.8%
78 KASPI KZ JSC 6,915.0 $512K 0.06% +824.0 +13.5% $74.04
79 SHOC EA SERIES TRUST 7,000.0 $504K 0.06% $72.00 +42.3%
80 FXI ISHARES TR 14,000.0 $503K 0.06% $35.93 +1.0%
Page 4 of 7  ·  126 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.7%
Financial Services 31.6%
Communication Services 20.2%
Consumer Cyclical 3.6%
Healthcare 1.7%
Basic Materials 1.0%
Consumer Defensive 0.5%
Industrials 0.2%
Real Estate 0.2%
Utilities 0.2%