BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders Offerings
Screener Research
Sign in Register
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 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,041.0 $302K 0.03% -137.0 -11.6% $290.11 +0.3%
22 WBD WARNER BROS DISCOVERY INC Communication Services 10,643.0 $292K 0.03% -3K -21.5% $27.44 -1.2%
23 ILMN ILLUMINA INC Healthcare 2,137.0 $263K 0.03% -372.0 -14.8% $123.07 +13.1%
24 SPLB SPDR SERIES TRUST 10,442.0 $232K 0.03% -8K -42.2% $22.22 -1.9%
25 SHC SOTERA HEALTH CO Healthcare 16,024.0 $230K 0.03% -3K -17.7% $14.35 +6.0%
26 HTGC HERCULES CAPITAL INC Financial Services 12,000.0 $177K 0.02% -8K -40.0% $14.75 +4.1%
Page 2 of 2  ·  26 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%