1y return+30.3%S&P 500 +20.9%
3y return+68.0%S&P 500 +68.5%
5y return+35.2%S&P 500 +74.5%
10y return+138.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $239 against $357 in the S&P 500.2
George Kaiser Family FoundationS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BOKFBok Finl Corp | $466.9M | 44.8% | |
| EEExcelerate Energy Inc | $298.4M | 28.7% | |
| SPYState Str Spdr S&p 500 Etf | $53.4M | 5.1% | +80.6% |
| IWLIshares Tr | $46.0M | 4.4% | +84.8% |
| BILSpdr Series Trust | $27.6M | 2.6% | −39.3% |
| SGOVIshares Tr | $25.7M | 2.5% | |
| ASPNAspen Aerogels Inc | $20.1M | 1.9% | |
| JBLJabil Inc | $9.9M | 0.9% | |
| Jfrog LtdCUSIP M6191J100 | $7.0M | 0.7% | |
| STEPStepstone Group Inc | $5.1M | 0.5% | New |
| TDGTransdigm Group Inc | $4.6M | 0.4% | |
| INTAIntapp Inc | $2.9M | 0.3% | −22.1% |
| NOWServicenow Inc | $2.8M | 0.3% | +2.5% |
| GOOGLAlphabet Inc | $2.6M | 0.2% | +186.6% |
| PCORProcore Technologies Inc | $2.6M | 0.2% | +22.1% |
| TYLTyler Technologies Inc | $2.5M | 0.2% | +12.8% |
| Cellebrite Di LtdCUSIP M2197Q107 | $2.5M | 0.2% | +61.9% |
| NVDANvidia Corporation | $2.4M | 0.2% | +246.0% |
| AMZNAmazon.com Inc | $2.3M | 0.2% | +349.4% |
| MSFTMicrosoft Corp | $2.3M | 0.2% | +484.0% |
| TWTradeweb Mkts Inc | $2.2M | 0.2% | |
| METAMeta Platforms Inc | $2.1M | 0.2% | +432.5% |
| TSMTaiwan Semiconductor Manufac | $2.0M | 0.2% | +78.0% |
| BOCBoston Omaha Corp | $1.9M | 0.2% | |
| ALKTAlkami Technology Inc | $1.9M | 0.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | March 31, 2025 | +496.1% | $892K |
| Jfrog LtdCUSIP M6191J100 | March 31, 2023 | +361.3% | $7.0M |
| JBLJabil Inc | March 31, 2023 | +337.3% | $9.9M |
| TSMTaiwan Semiconductor Manufac | March 31, 2025 | +187.7% | $2.0M |
| BOKFBok Finl Corp | June 30, 2020 | +146.1% | $466.9M |
| GOOGLAlphabet Inc | March 31, 2025 | +131.1% | $2.6M |
| AVGOBroadcom Inc | March 31, 2025 | +125.6% | $1.8M |
| PANWPalo Alto Networks Inc | March 31, 2025 | +99.8% | $864K |
| EEExcelerate Energy Inc | June 30, 2022 | +90.7% | $298.4M |
| NVDANvidia Corporation | March 31, 2025 | +84.6% | $2.4M |
Sold off last quarter
- Taboola.com LtdCUSIP M8744T106 was $1.6M
- WKWorkiva Inc was $474K
- SNPSSynopsys Inc was $363K
- INTUIntuit was $296K
- CPRTCopart Inc was $247K
- FICOFair Isaac Corp was $232K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.3% | +14.8% |
| March 31, 2026 | +8.6% | −4.6% |
| December 31, 2025 | +4.9% | +2.4% |
| September 30, 2025 | +2.7% | +7.8% |
| June 30, 2025 | −1.1% | +10.5% |
| March 31, 2025 | −6.1% | −4.6% |
| December 31, 2024 | +3.7% | +2.1% |
| September 30, 2024 | +15.6% | +5.4% |
| June 30, 2024 | +7.3% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +8.0% | +11.2% |
| September 30, 2023 | −6.5% | −3.6% |
| June 30, 2023 | −3.2% | +8.3% |
| March 31, 2023 | −13.3% | +7.0% |
| December 31, 2022 | +12.5% | +7.1% |
| September 30, 2022 | +8.2% | −5.3% |
| June 30, 2022 | −18.9% | −16.5% |
| March 31, 2022 | −16.2% | −4.9% |
| December 31, 2021 | +10.1% | +10.7% |
| September 30, 2021 | +5.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: George Kaiser Family Foundation Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1265376&type=13F-HR&dateb=&owner=include&count=40CIK 1265376
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1265376/000114036126032433/Filed August 12, 2026 · accession 0001140361-26-032433