1y return−1.6%S&P 500 +20.9%
3y return+41.2%S&P 500 +68.5%
5y return+18.5%S&P 500 +74.5%
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 December 31, 2020: $169 against $200 in the S&P 500.2
Washington UniversityS&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 |
|---|---|---|---|
| Nu Holdings LtdCUSIP G6683N103 | $141.2M | 53.3% | |
| CBRSCerebras Systems Inc | $121.8M | 46.0% | New |
| RBRKRubrik Inc | $1.8M | 0.7% | New |
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 Holdings LtdCUSIP G6683N103 | June 30, 2022 | +257.2% | $141.2M |
Sold off last quarter
- MAZEMaze Therapeutics Inc was $8.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −6.7% | +14.8% |
| March 31, 2026 | −13.6% | −4.6% |
| December 31, 2025 | +6.5% | +2.4% |
| September 30, 2025 | +14.7% | +7.8% |
| June 30, 2025 | +32.6% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
| December 31, 2024 | −23.9% | +2.1% |
| September 30, 2024 | +1.7% | +5.4% |
| June 30, 2024 | +8.1% | +4.0% |
| March 31, 2024 | +31.7% | +10.0% |
| December 31, 2023 | +6.5% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | +19.2% | +8.3% |
| March 31, 2023 | +7.7% | +7.0% |
| December 31, 2022 | +6.8% | +7.1% |
| September 30, 2022 | +7.6% | −5.3% |
| June 30, 2022 | −23.2% | −16.5% |
| March 31, 2022 | −27.0% | −4.9% |
| December 31, 2021 | −13.6% | +10.7% |
| September 30, 2021 | +17.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Washington University Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=903603&type=13F-HR&dateb=&owner=include&count=40CIK 903603
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/903603/000090360326000005/Filed July 14, 2026 · accession 0000903603-26-000005