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HARVARD MANAGEMENT CO INC

· CIK 0001082621
13F Portfolio $2.1B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,813,612.0 $442.9M 21.04% NEW $65.00 -31.0%
2 MSFT MICROSOFT CORP Technology 623,300.0 $322.8M 15.34% NEW $517.95 -21.0%
3 AMZN AMAZON COM INC Consumer Cyclical 1,071,100.0 $235.2M 11.17% NEW $219.57 +20.3%
4 SPDR GOLD TR 661,391.0 $235.1M 11.17% NEW $355.47
5 BKNG BOOKING HOLDINGS INC Consumer Cyclical 31,499.0 $170.1M 8.08% NEW $5399.27 -97.1%
6 GOOGL ALPHABET INC Communication Services 646,200.0 $157.1M 7.46% NEW $243.10 +65.0%
7 META META PLATFORMS INC Communication Services 163,260.0 $119.9M 5.70% NEW $734.38 -15.8%
8 NVDA NVIDIA CORPORATION Technology 583,931.0 $108.9M 5.18% NEW $186.58 +26.3%
9 LNWO LIGHT & WONDER INC 1,125,210.0 $94.5M 4.49% NEW $83.94
10 ZG Zillow Group Inc Communication Services 963,167.0 $73.4M 3.49% NEW $76.23 -50.3%
11 TSM Taiwan Semiconductor MFG LTD Technology 211,790.0 $59.2M 2.81% NEW $279.29 +49.6%
12 AVGO BROADCOM INC Technology 99,900.0 $33.0M 1.57% NEW $329.91 +28.9%
13 Flutter ENTMT PLC 115,481.0 $29.3M 1.39% NEW $254.00
14 KLAR Klarna Group PLC Technology 459,163.0 $16.8M 0.80% NEW $36.65 -55.1%
15 PCT PURECYCLE TECHNOLOGIES INC Industrials 714,285.0 $2.4M 0.12% NEW $3.38 +266.6%
16 MAZE MAZE THERAPEUTICS INC Healthcare 92,396.0 $2.4M 0.11% NEW $25.93 +1.9%
17 TXG 10X GENOMICS INC Healthcare 170,000.0 $2.0M 0.09% NEW $11.69 +84.1%

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 31.0%
Financial Services 25.4%
Consumer Cyclical 23.2%
Communication Services 20.1%
Healthcare 0.3%
Industrials 0.1%