1y return+13.3%S&P 500 +20.9%
3y return+90.8%S&P 500 +68.5%
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 March 31, 2023: $226 against $182 in the S&P 500.2
University of Wisconsin 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 |
|---|---|---|---|
| SMHVaneck Etf Trust | $28.8M | 22.8% | New |
| CBRSCerebras Systems Inc | $18.8M | 14.9% | New |
| PDCCPearl Diver Credit Company I | $14.5M | 11.5% | |
| PCVXVaxcyte Inc | $13.9M | 11.0% | |
| Nu Hldgs LtdCUSIP G6683N103 | $13.7M | 10.9% | |
| PRAXPraxis Precision Medicines I | $11.6M | 9.2% | +37.7% |
| AAPLApple Inc | $9.0M | 7.1% | −26.4% |
| GOOGLAlphabet Inc | $9.0M | 7.1% | −29.7% |
| DYNDyne Therapeutics Inc | $7.0M | 5.5% | −35.3% |
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 |
|---|---|---|---|
| Nu Hldgs LtdCUSIP G6683N103 | March 31, 2023 | +180.7% | $13.7M |
| DYNDyne Therapeutics Inc | September 30, 2025 | +75.6% | $7.0M |
| PCVXVaxcyte Inc | December 31, 2025 | +26.0% | $13.9M |
| GOOGLAlphabet Inc | March 31, 2026 | +24.3% | $9.0M |
| AAPLApple Inc | September 30, 2025 | +13.6% | $9.0M |
| PRAXPraxis Precision Medicines I | March 31, 2026 | +3.9% | $11.6M |
| PDCCPearl Diver Credit Company I | September 30, 2024 | −50.2% | $14.5M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.9% | +14.8% |
| March 31, 2026 | −10.0% | −4.6% |
| December 31, 2025 | +3.5% | +2.4% |
| September 30, 2025 | +13.8% | +7.8% |
| June 30, 2025 | +15.1% | +10.5% |
| March 31, 2025 | +7.1% | −4.6% |
| December 31, 2024 | +4.1% | +2.1% |
| September 30, 2024 | +3.9% | +5.4% |
| June 30, 2024 | −0.4% | +4.0% |
| March 31, 2024 | +19.9% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +18.4% | +8.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: University of Wisconsin Foundation Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1697228&type=13F-HR&dateb=&owner=include&count=40CIK 1697228
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1697228/000169722826000005/Filed August 14, 2026 · accession 0001697228-26-000005